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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 %
NMC
876
Nine Masts Capital
Hong Kong
$828K +$828K +6,889 New
SYBT
877
Stock Yards Bank & Trust
Kentucky
$818K -$18.6K -155 -2%
PFP
878
Pinnacle Financial Partners
Tennessee
$815K +$40.8K +340 +5%
FI
879
FormulaFolio Investments
Michigan
$808K +$378K +3,144 +88%
TTWM
880
TCV Trust & Wealth Management
Virginia
$806K – – –
EDRH
881
Edmond de Rothschild Holding
Switzerland
$805K – – –
CIS
882
Connors Investor Services
Pennsylvania
$802K – – –
BWM
883
Biltmore Wealth Management
Arizona
$801K -$2.64K -22 -0.3%
NPT
884
Nixon Peabody Trust
Massachusetts
$789K – – –
FBT
885
First Bankers Trust
Kentucky
$788K +$14.4K +120 +2%
MWP
886
MYCIO Wealth Partners
Pennsylvania
$784K +$17.9K +149 +2%
Fuller & Thaler Asset Management
887
Fuller & Thaler Asset Management
California
$781K -$409K -3,400 -34%
WAM
888
Wealthspire Advisors (Maryland)
Maryland
$776K +$10.1K +84 +1%
YWP
889
YorkBridge Wealth Partners
New York
$774K -$34.9K -291 -4%
TL
890
Tirschwell & Loewy
New York
$773K +$773K +6,435 New
IFAM
891
Institutional & Family Asset Management
Colorado
$772K +$130K +1,083 +20%
KB
892
Kimelman & Baird
New York
$769K – – –
CWM
893
Cornerstone Wealth Management
Missouri
$766K +$245K +2,048 +47%
PAM
894
Premier Asset Management
Illinois
$763K – – –
DAC
895
Dividend Assets Capital
South Carolina
$762K +$138K +1,150 +22%
MAM
896
Meeder Asset Management
Ohio
$755K – – –
ZIC
897
ZWJ Investment Counsel
Georgia
$753K -$114K -950 -13%
FFC
898
First Financial Corp
Indiana
$751K -$182K -1,515 -20%
HFS
899
Haverford Financial Services
Pennsylvania
$751K +$120 +1 +0%
SCA
900
Sage Capital Advisors
South Dakota
$750K -$25.7K -214 -3%
34 35
36
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