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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 %
PFO
876
Pathstone Family Office
New Jersey
$986K -$132K -1,147 -12%
IFB
877
iAB Financial Bank
Indiana
$986K +$45.9K +400 +5%
CPA
878
Capital Planning Advisors
California
$984K -$37.8K -330 -4%
FFC
879
First Financial Corp
Indiana
$977K -$93.4K -815 -9%
CCT
880
Chemung Canal Trust
New York
$976K +$976K +8,514 New
CG
881
Cutler Group
California
$965K -$353K -3,082 -27%
IPC
882
Independent Portfolio Consultants
Florida
$964K -$14K -122 -1%
LAM
883
Lebenthal Asset Management
New York
$951K +$130K +1,135 +16%
ST
884
Smithfield Trust
Pennsylvania
$948K -$8.03K -70 -0.8%
MCM
885
Mork Capital Management
California
$940K – – –
ECM
886
ETrade Capital Management
Virginia
$934K +$147K +1,283 +19%
GWCM
887
Godshalk Welsh Capital Management
Pennsylvania
$928K +$37.3K +325 +4%
PCM
888
Prelude Capital Management
New York
$926K -$839K -7,312 -48%
WKWM
889
Walter & Keenan Wealth Management
Indiana
$923K – – –
WCBA
890
Weaver C. Barksdale & Associates
Tennessee
$923K +$328K +2,861 +55%
BIC
891
Bridges Investment Counsel
Nebraska
$919K – – –
LPC
892
Loeb Partners Corp
New York
$917K +$917K +8,000 New
RCM
893
Riverhead Capital Management
Delaware
$914K -$161K -1,400 -15%
CHJWM
894
Carlton Hofferkamp & Jenks Wealth Management
Texas
$897K +$38.4K +335 +4%
TCM
895
Teza Capital Management
Illinois
$886K +$886K +7,729 New
FIB
896
First Interstate Bank
Montana
$883K +$143K +1,251 +19%
CIS
897
Connors Investor Services
Pennsylvania
$881K -$5.51K -48 -0.6%
FNB
898
Farmers National Bank
Kentucky
$880K – – –
WVP
899
Worth Venture Partners
New Jersey
$880K +$880K +7,680 New
NIM
900
Nexus Investment Management
Ontario, Canada
$877K – – –
34 35
36
37 38