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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$267M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$128M
4
Two Sigma Investments
Two Sigma Investments
New York
+$111M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$94M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$361M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
3
State Street
State Street
Massachusetts
-$84.3M
4
SI
Sentry Investments
Ontario, Canada
-$68.2M
5
American Century Companies
American Century Companies
Missouri
-$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
826
Global X Management Company
New York
$1.06M +$27.5K +229 +3%
MNBTD
827
Moody National Bank Trust Division
Texas
$1.05M -$315K -2,625 -23%
NFG
828
Next Financial Group
Texas
$1.05M -$73.2K -619 -7%
LNC
829
Lincoln National Corp
Pennsylvania
$1.04M +$72.6K +605 +7%
ST
830
Smithfield Trust
Pennsylvania
$1.03M +$25.2K +210 +3%
LCM
831
Logan Capital Management
Pennsylvania
$1.03M +$48.5K +404 +5%
GC
832
Guardian Capital
Ontario, Canada
$1.03M +$64.3K +535 +7%
RHFI
833
Reilly Herbert Faulkner III
$1.03M -$371K -3,091 -27%
CA
834
Clearstead Advisors
Ohio
$1.02M -$72K -599 -7%
RIM
835
Rampart Investment Management
Connecticut
$1.02M -$40.5K -337 -4%
QI
836
Quotient Investors
New York
$1.01M – – –
TAM
837
Tyers Asset Management
Texas
$1.01M -$127K -1,056 -11%
WSTAM
838
Wilbanks Smith & Thomas Asset Management
Virginia
$1M -$38.3K -319 -4%
SS
839
Simplicity Solutions
Minnesota
$997K -$1.4M -11,684 -58%
PFS
840
Prospera Financial Services
Texas
$986K +$7.31K +61 +0.7%
MWAC
841
Mariner Wealth Advisors (Cincinnati)
Ohio
$985K -$147K -1,222 -13%
CWM
842
Cabot Wealth Management
Massachusetts
$984K +$606K +5,045 +160%
SFG
843
SevenBridge Financial Group
Pennsylvania
$982K +$43.8K +365 +5%
LOAME
844
Lombard Odier Asset Management (Europe)
United Kingdom
$980K – – –
NB
845
NBT Bank
New York
$979K +$94K +783 +11%
LWM
846
Lyell Wealth Management
California
$978K +$37.8K +315 +4%
KF
847
Krilogy Financial
Missouri
$968K +$1.44K +12 +0.1%
RWA
848
Ropes Wealth Advisors
Massachusetts
$963K -$1.2K -10 -0.1%
PFO
849
Pathstone Family Office
New Jersey
$963K – – –
ACH
850
ArrowMark Colorado Holdings
Colorado
$961K -$172K -1,435 -15%
32 33
34
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