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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 %
FBT
901
First Bankers Trust
Kentucky
$712K – – –
TSS
902
Two Sigma Securities
New York
$710K -$681K -6,162 -49%
KB
903
Kimelman & Baird
New York
$708K – – –
MWP
904
MYCIO Wealth Partners
Pennsylvania
$706K -$261K -2,362 -27%
WAM
905
Wealthspire Advisors (Maryland)
Maryland
$705K -$15.8K -143 -2%
PAM
906
Premier Asset Management
Illinois
$702K – – –
GAM
907
Griffin Asset Management
New York
$698K +$698K +6,310 New
WI
908
WrapManager Inc
California
$696K -$11.9K -108 -2%
MAM
909
Meeder Asset Management
Ohio
$695K -$284K -2,570 -29%
GA
910
Gateway Advisory
New Jersey
$693K +$693K +6,269 New
HFS
911
Haverford Financial Services
Pennsylvania
$691K +$23.1K +209 +3%
PWM
912
Perigon Wealth Management
California
$687K -$10.8K -98 -2%
WA
913
Wealth Architects
California
$679K -$115K -1,037 -14%
RCAMU
914
Rothschild & Co Asset Management US
Connecticut
$665K +$42.1K +381 +7%
CG
915
Colony Group
Massachusetts
$656K +$656K +5,934 New
MCM
916
Monarch Capital Management
Indiana
$645K – – –
BL
917
Balentine LLC
Georgia
$643K -$2.1K -19 -0.3%
BFA
918
Bragg Financial Advisors
North Carolina
$638K -$2.94M -25,350 -82%
WTB
919
Washington Trust Bank
Washington
$626K -$6.97K -63 -1%
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$624K +$32.1K +290 +5%
BRC
921
Bell Rock Capital
Delaware
$624K +$624K +5,620 New
NB
922
Nicolet Bankshares
Wisconsin
$621K +$124K +1,125 +25%
NFG
923
Nations Financial Group
Iowa
$621K +$621K +5,620 New
BWAM
924
Boyd Watterson Asset Management
Ohio
$615K +$13.2K +119 +2%
DWM
925
Doyle Wealth Management
Florida
$612K -$3.76K -34 -0.6%
35 36
37
38 39