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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 %
LJAC
851
L.J. Altfest & Co
New York
$952K -$744K -6,194 -44%
GWCM
852
Godshalk Welsh Capital Management
Pennsylvania
$943K -$25.8K -215 -3%
GAMC
853
Garner Asset Management Corp
Texas
$926K +$15K +125 +2%
MFWM
854
Motley Fool Wealth Management
Virginia
$919K -$63.6K -530 -6%
CBU
855
CIBC Bank USA
Illinois
$918K +$65.5K +545 +8%
DPIM
856
Duff & Phelps Investment Management
Illinois
$911K -$17.4K -145 -2%
AFNAS
857
American Financial Network Advisory Services
California
$907K +$907K +7,554 New
EM
858
Excalibur Management
Massachusetts
$900K -$9.84K -82 -1%
SAM
859
Sawgrass Asset Management
Florida
$899K -$3K -25 -0.3%
NIM
860
Nexus Investment Management
Ontario, Canada
$895K – – –
AL
861
Aspiriant LLC
California
$893K -$176K -1,464 -16%
SFA
862
Sequoia Financial Advisors
Ohio
$889K +$20.2K +168 +2%
VIA
863
Vident Investment Advisory
Georgia
$888K +$888K +7,396 New
AP
864
AHL Partners
United Kingdom
$885K -$918K -7,651 -51%
BSW
865
Buckingham Strategic Wealth
Missouri
$878K +$9.37K +78 +1%
MCM
866
Mork Capital Management
California
$877K – – –
NIMI
867
Natixis Investment Managers International
France
$868K -$148K -1,235 -15%
LSCM
868
LaSalle Street Capital Management
Illinois
$853K – – –
LTI
869
Laffer Tengler Investments
Tennessee
$851K -$34.8K -290 -4%
SLG
870
Stanley-Laman Group
Pennsylvania
$847K +$44.8K +373 +6%
TCM
871
Traynor Capital Management
Pennsylvania
$845K +$3.23K +27 +0.4%
WTB
872
Washington Trust Bank
Washington
$843K +$163K +1,359 +24%
FIB
873
First Interstate Bank
Montana
$841K -$6.49K -54 -0.8%
MWM
874
Mission Wealth Management
California
$840K -$26.4K -220 -3%
FIM
875
Freedom Investment Management
Connecticut
$834K +$46.8K +390 +6%
33 34
35
36 37