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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 %
FUBT
901
First United Bank & Trust
Maryland
$877K +$5.73K +50 +0.7%
BOH
902
Bank of Hawaii
Hawaii
$872K +$872K +7,610 New
MSS
903
Mitchell Sinkler & Starr
Pennsylvania
$868K – – –
NC
904
NewSquare Capital
Pennsylvania
$865K -$12.6K -110 -1%
MWM
905
Mission Wealth Management
California
$857K -$459 -4 -0.1%
GIA
906
GHP Investment Advisors
Colorado
$854K +$55.3K +482 +7%
CCA
907
Checchi Capital Advisers
California
$853K +$39.4K +344 +5%
DIP
908
DT Investment Partners
Pennsylvania
$846K +$846K +7,382 New
HCM
909
Hutner Capital Management
Vermont
$837K +$82K +715 +11%
WA
910
Wealth Architects
California
$826K -$170K -1,481 -17%
SS
911
Simplicity Solutions
Minnesota
$826K +$364K +3,174 +79%
CCG
912
Cypress Capital Group
Florida
$815K -$58.5K -511 -7%
LSCM
913
LaSalle Street Capital Management
Illinois
$814K – – –
SYBT
914
Stock Yards Bank & Trust
Kentucky
$810K +$45.4K +396 +6%
PIM
915
Progressive Investment Management
Oregon
$803K -$26.5K -231 -3%
Tudor Investment Corp
916
Tudor Investment Corp
Connecticut
$798K +$798K +6,959 New
MWP
917
MYCIO Wealth Partners
Pennsylvania
$796K +$61.2K +534 +8%
TAM
918
Tyers Asset Management
Texas
$794K +$794K +6,930 New
EDRH
919
Edmond de Rothschild Holding
Switzerland
$787K +$44.9K +392 +6%
BSW
920
Buckingham Strategic Wealth
Missouri
$786K -$6.88K -60 -0.9%
NPC
921
National Planning Corporation
California
$783K -$735 -7 -0.1%
ZCA
922
Zeke Capital Advisors
Pennsylvania
$778K +$298K +2,598 +62%
FMC
923
First Merchants Corp
Indiana
$777K -$3.44K -30 -0.4%
RCAG
924
Rehmann Capital Advisory Group
Michigan
$773K -$34.1K -297 -4%
TTWM
925
TCV Trust & Wealth Management
Virginia
$771K -$115 -1 -0%
35 36
37
38 39