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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 %
CCA
901
Checchi Capital Advisers
California
$743K -$87.3K -727 -11%
GHCM
902
Glen Harbor Capital Management
California
$732K -$92.2K -768 -11%
VF
903
Virtu Financial
New York
$728K +$728K +6,059 New
LNB
904
Ledyard National Bank
$724K +$227K +1,893 +46%
SFM
905
Soros Fund Management
New York
$721K +$721K +6,000 New
NPC
906
National Planning Corporation
California
$719K -$130K -1,086 -15%
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$716K +$716K +5,966 New
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$703K +$49.3K +410 +8%
CIP
909
Cornerstone Investment Partners
Georgia
$701K +$701K +5,835 New
CEP
910
Chicago Equity Partners
Illinois
$697K +$334K +2,780 +92%
JFL
911
Jarislowsky, Fraser Ltd
Quebec, Canada
$697K +$697K +5,807 New
IG
912
ING Group
Netherlands
$696K -$22.4M -186,454 -97%
IAM
913
Impax Asset Management
New Hampshire
$694K +$48K +400 +7%
MCM
914
Monarch Capital Management
Indiana
$692K -$9.01K -75 -1%
SFSIG
915
San Francisco Sentry Investment Group
California
$689K +$205K +1,710 +42%
SCI
916
S&CO Inc
Massachusetts
$688K +$120K +1,000 +21%
Connor, Clark & Lunn Investment Management (CC&L)
917
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$688K +$688K +5,725 New
BL
918
Balentine LLC
Georgia
$686K -$12.2K -102 -2%
LCM
919
Liberty Capital Management
Michigan
$686K +$215K +1,800 +46%
DWM
920
Doyle Wealth Management
Florida
$677K +$12.3K +102 +2%
NFG
921
Nations Financial Group
Iowa
$675K -$120 -1 -0%
NB
922
Nicolet Bankshares
Wisconsin
$674K -$600 -5 -0.1%
BWAM
923
Boyd Watterson Asset Management
Ohio
$672K +$4.32K +36 +0.6%
BFA
924
Bragg Financial Advisors
North Carolina
$661K – – –
AIM
925
ARK Investment Management
Florida
$657K +$213K +1,773 +48%
35 36
37
38 39