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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 %
B
876
Barings
North Carolina
$793K -$3.35M -30,275 -81%
CBU
877
CIBC Bank USA
Illinois
$786K +$177K +1,595 +29%
LSCM
878
LaSalle Street Capital Management
Illinois
$785K – – –
BIC
879
Bridges Investment Counsel
Nebraska
$784K +$135K +1,225 +21%
NPC
880
National Planning Corporation
California
$782K -$40.7K -368 -5%
FIB
881
First Interstate Bank
Montana
$780K -$18.1K -164 -2%
SYBT
882
Stock Yards Bank & Trust
Kentucky
$770K -$3.32K -30 -0.4%
FMC
883
First Merchants Corp
Indiana
$766K -$2.77K -25 -0.4%
CCA
884
Checchi Capital Advisers
California
$765K -$114K -1,028 -13%
TCM
885
Traynor Capital Management
Pennsylvania
$760K +$63.8K +591 +9%
GHCM
886
Glen Harbor Capital Management
California
$759K +$7.08K +64 +0.9%
SPIA
887
Steward Partners Investment Advisory
New York
$756K +$577K +5,219 +322%
Capstone Investment Advisors
888
Capstone Investment Advisors
New York
$752K +$399K +3,609 +113%
YWP
889
YorkBridge Wealth Partners
New York
$745K +$36.9K +334 +5%
TTWM
890
TCV Trust & Wealth Management
Virginia
$743K +$885 +8 +0.1%
EDRH
891
Edmond de Rothschild Holding
Switzerland
$741K – – –
BWM
892
Biltmore Wealth Management
Arizona
$740K +$27.4K +248 +4%
CIS
893
Connors Investor Services
Pennsylvania
$739K – – –
SLG
894
Stanley-Laman Group
Pennsylvania
$739K +$332 +3 +0%
NPT
895
Nixon Peabody Trust
Massachusetts
$727K – – –
TMAM
896
Tokio Marine Asset Management
Japan
$726K -$295K -2,665 -29%
FIM
897
Freedom Investment Management
Connecticut
$725K -$220K -1,987 -23%
MLIC
898
Mandatum Life Insurance Company
Finland
$719K -$147K -1,330 -17%
SCA
899
Sage Capital Advisors
South Dakota
$714K +$714K +6,460 New
PFP
900
Pinnacle Financial Partners
Tennessee
$713K +$495K +4,476 +227%
34 35
36
37 38