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United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
FineMark National Bank & Trust
Florida
+$229M
2
PPA
Parametric Portfolio Associates
Washington
+$161M
3
Renaissance Technologies
Renaissance Technologies
New York
+$149M
4
EIP
Epoch Investment Partners
New York
+$147M
5
Asset Management One
Asset Management One
Japan
+$130M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$193M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
TCM
Tran Capital Management
California
-$126M
4
MTB
Mizuho Trust & Banking
Japan
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
851
Vision Capital Management
Oregon
$1.12M +$83.1K +725 +8%
DIA
852
Dean Investment Associates
Ohio
$1.11M +$121K +1,059 +12%
VIMU
853
Veritas Investment Management (UK)
United Kingdom
$1.11M +$82.6K +720 +8%
BVDMP
854
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.09M – – –
Assenagon Asset Management
855
Assenagon Asset Management
Luxembourg
$1.09M +$1.09M +9,486 New
CA
856
Cetera Advisors
Colorado
$1.07M +$3.43K +30 +0.3%
HWP
857
Hefty Wealth Partners
Indiana
$1.06M +$1.06M +9,242 New
CB
858
Chemical Bank
Michigan
$1.05M +$180K +1,567 +21%
BCM
859
Boltwood Capital Management
California
$1.04M – – –
LF
860
Lee Financial
Texas
$1.04M +$1.04M +9,055 New
FMBTD
861
First Midwest Bank Trust Division
Illinois
$1.03M -$831K -7,250 -45%
MLIC
862
Mandatum Life Insurance Company
Finland
$1.02M +$516K +4,502 +102%
LTI
863
Laffer Tengler Investments
Tennessee
$1.02M -$2.51M -21,860 -71%
WSTAM
864
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M -$48.2K -420 -5%
BAS
865
Brown Advisory Securities
Maryland
$1.02M -$249K -2,174 -20%
CIP
866
Convergence Investment Partners
Florida
$1.02M -$44.5K -388 -4%
CIC
867
Carnegie Investment Counsel
Ohio
$1.02M +$103K +890 +11%
FCM
868
Flinton Capital Management
Pennsylvania
$1.01M +$1.01M +8,820 New
NB
869
NBT Bank
New York
$1.01M +$27.2K +237 +3%
II
870
IFM Investors
Australia
$1M +$1M +8,759 New
CA
871
Clearstead Advisors
Ohio
$1M +$1M +8,721 New
FIM
872
Fernwood Investment Management
Massachusetts
$997K -$4.01K -35 -0.4%
SL
873
Summitry LLC
California
$991K -$204K -1,775 -17%
DPIM
874
Duff & Phelps Investment Management
Illinois
$988K -$24.1K -210 -2%
FIM
875
Freedom Investment Management
Connecticut
$987K +$349K +3,044 +55%
33 34
35
36 37