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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 %
NFG
926
Next Financial Group
Texas
$765K -$28.1K -245 -4%
WAM
927
Wealthspire Advisors (Maryland)
Maryland
$765K -$573 -5 -0.1%
NPT
928
Nixon Peabody Trust
Massachusetts
$754K – – –
BCP
929
Berkeley Capital Partners
Georgia
$752K +$752K +6,557 New
NERM
930
New England Research & Management
Illinois
$751K +$166K +1,450 +28%
BWM
931
Biltmore Wealth Management
Arizona
$749K +$115 +1 +0%
BFA
932
Bragg Financial Advisors
North Carolina
$745K -$83.1K -725 -10%
GXMC
933
Global X Management Company
New York
$743K +$122K +1,062 +20%
MME
934
Meag Munich Ergo
Germany
$740K -$13.8M -119,653 -95%
KB
935
Kimelman & Baird
New York
$734K – – –
TCM
936
Traynor Capital Management
Pennsylvania
$733K -$26.6K -227 -3%
WI
937
WrapManager Inc
California
$730K +$41.9K +366 +6%
PAM
938
Premier Asset Management
Illinois
$727K – – –
MFWM
939
Motley Fool Wealth Management
Virginia
$722K +$108K +943 +18%
ZIC
940
ZWJ Investment Counsel
Georgia
$721K +$106K +920 +17%
OI
941
Oakbrook Investments
Illinois
$711K -$19.7M -171,790 -97%
GC
942
Guardian Capital
Ontario, Canada
$711K +$402K +3,505 +130%
DCM
943
Dimension Capital Management
Florida
$711K +$711K +6,200 New
CBU
944
CIBC Bank USA
Illinois
$710K -$58.6K -511 -8%
HFS
945
Haverford Financial Services
Pennsylvania
$710K – – –
FBT
946
First Bankers Trust
Kentucky
$707K -$11.5K -100 -2%
BAAM
947
Baker Avenue Asset Management
California
$700K -$410K -3,578 -37%
BFM
948
Boston Financial Management
Massachusetts
$699K -$28.6K -249 -4%
QAM
949
Quantres Asset Management
Cayman Islands
$699K +$699K +6,100 New
AA
950
ALPS Advisors
Colorado
$695K +$69.7K +608 +11%
36 37
38
39 40