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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
2
Lazard Asset Management
Lazard Asset Management
New York
+$259M
3
Parnassus Investments
Parnassus Investments
California
+$188M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$160M
5
PPA
Parametric Portfolio Associates
Washington
+$151M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$235M
2
Ameriprise
Ameriprise
Minnesota
-$180M
3
Bank of America
Bank of America
North Carolina
-$167M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$101M
5
Two Sigma Investments
Two Sigma Investments
New York
-$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
826
Parsons Capital Management
Rhode Island
$1.04M -$74.6K -675 -7%
SB
827
Simmons Bank
Arkansas
$1.04M -$64.7K -585 -6%
CBB
828
Citizens Business Bank
California
$1.03M -$8.29K -75 -0.8%
LF
829
Lee Financial
Texas
$1.02M +$22.6K +204 +2%
TSW
830
Thompson Siegel & Walmsley
Virginia
$1.01M -$267K -2,414 -21%
CA
831
Clearstead Advisors
Ohio
$1.01M -$5.42K -49 -0.5%
CIP
832
Convergence Investment Partners
Florida
$988K +$53K +479 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
833
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$984K -$13.5M -121,800 -93%
AL
834
Aspiriant LLC
California
$984K -$99.8K -903 -9%
FIM
835
Fernwood Investment Management
Massachusetts
$984K +$22.1K +200 +2%
FUBT
836
First United Bank & Trust
Maryland
$983K +$88K +795 +10%
VKH
837
Virtu KCG Holdings
New York
$982K -$1.51M -13,684 -61%
RIM
838
Rampart Investment Management
Connecticut
$977K +$768K +6,946 +368%
WSTAM
839
Wilbanks Smith & Thomas Asset Management
Virginia
$957K -$28K -253 -3%
ZB
840
Zions Bancorporation
Utah
$951K -$136K -1,232 -13%
GXMC
841
Global X Management Company
New York
$951K +$104K +939 +12%
NIMI
842
Natixis Investment Managers International
France
$936K +$246K +2,222 +36%
QI
843
Quotient Investors
New York
$929K +$365K +3,300 +65%
CHJWM
844
Carlton Hofferkamp & Jenks Wealth Management
Texas
$928K +$11.1K +100 +1%
ST
845
Smithfield Trust
Pennsylvania
$926K +$18.8K +170 +2%
GIA
846
GHP Investment Advisors
Colorado
$911K +$12.1K +109 +1%
KOCAA
847
Knights of Columbus Asset Advisors
Connecticut
$908K +$908K +8,212 New
MFWM
848
Motley Fool Wealth Management
Virginia
$905K +$1.44K +13 +0.2%
N
849
Natixis
France
$905K +$905K +8,182 New
LCM
850
Logan Capital Management
Pennsylvania
$904K +$397K +3,590 +78%
32 33
34
35 36