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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 %
LOAME
851
Lombard Odier Asset Management (Europe)
United Kingdom
$902K – – –
PFS
852
Prospera Financial Services
Texas
$900K -$25.9K -235 -3%
LNC
853
Lincoln National Corp
Pennsylvania
$893K +$15.3K +138 +2%
GWCM
854
Godshalk Welsh Capital Management
Pennsylvania
$892K -$2.76K -25 -0.3%
KF
855
Krilogy Financial
Missouri
$890K +$846K +7,651 +1,913%
GC
856
Guardian Capital
Ontario, Canada
$888K +$285K +2,581 +47%
RWA
857
Ropes Wealth Advisors
Massachusetts
$887K +$88.1K +797 +11%
PFO
858
Pathstone Family Office
New Jersey
$886K -$2.54K -23 -0.3%
LWM
859
Lyell Wealth Management
California
$866K -$591K -5,339 -41%
SFG
860
SevenBridge Financial Group
Pennsylvania
$864K +$644K +5,828 +294%
IPC
861
Independent Portfolio Consultants
Florida
$861K -$65.4K -591 -7%
FFC
862
First Financial Corp
Indiana
$859K +$26.1K +236 +3%
DPIM
863
Duff & Phelps Investment Management
Illinois
$855K -$58.6K -530 -6%
GAMC
864
Garner Asset Management Corp
Texas
$839K +$839K +7,588 New
EM
865
Excalibur Management
Massachusetts
$838K -$13K -118 -2%
SAM
866
Sawgrass Asset Management
Florida
$831K -$21.6K -195 -3%
NIM
867
Nexus Investment Management
Ontario, Canada
$824K +$111K +1,000 +16%
BTIS
868
BB&T Investment Services
North Carolina
$819K +$425K +3,816 +108%
LTI
869
Laffer Tengler Investments
Tennessee
$816K -$2.43K -22 -0.3%
NB
870
NBT Bank
New York
$815K -$162K -1,465 -17%
MCM
871
Mork Capital Management
California
$807K – – –
SFA
872
Sequoia Financial Advisors
Ohio
$801K -$5.09K -46 -0.6%
BSW
873
Buckingham Strategic Wealth
Missouri
$800K +$40.8K +369 +5%
ZIC
874
ZWJ Investment Counsel
Georgia
$799K +$86.4K +781 +12%
MWM
875
Mission Wealth Management
California
$798K -$28.2K -255 -3%
33 34
35
36 37