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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.65B
2
Lazard Asset Management
Lazard Asset Management
New York
+$518M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$128M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$248M
2
AAMU
Amundi Asset Management US
Massachusetts
-$178M
3
APG Asset Management
APG Asset Management
Netherlands
-$154M
4
PPA
Parametric Portfolio Associates
Washington
-$149M
5
Norges Bank
Norges Bank
Norway
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
926
Boyd Watterson Asset Management
Ohio
$584K – – –
SAM
927
Shamrock Asset Management
Texas
$579K -$38K -356 -6%
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
$574K +$8.58K +80 +2%
FCMT
929
Founders Capital Management (Texas)
Texas
$574K +$574K +5,352 New
IFAM
930
Institutional & Family Asset Management
Colorado
$573K -$20.4K -190 -3%
BFS
931
Bradley Foster & Sargent
Connecticut
$565K -$21.5K -200 -4%
CTA
932
Colonial Trust Advisors
South Carolina
$564K -$6.46K -62 -1%
BCP
933
Berkeley Capital Partners
Georgia
$561K -$142K -1,325 -20%
BFO
934
Boston Family Office
Massachusetts
$561K – – –
FLPIM
935
F.L. Putnam Investment Management
Massachusetts
$560K -$9M -83,861 -94%
AAM
936
American Asset Management
Florida
$560K +$53.8K +502 +11%
IC
937
Investment Counsel
Michigan
$551K +$32.2K +300 +6%
IAM
938
Impax Asset Management
New Hampshire
$547K -$12.4M -115,225 -96%
AAM
939
AR Asset Management
California
$547K – – –
QI
940
Quotient Investors
New York
$547K +$53.6K +500 +11%
BAAM
941
Baker Avenue Asset Management
California
$542K -$114K -1,060 -17%
VF
942
Virtu Financial
New York
$539K +$130K +1,208 +32%
FHA
943
First Horizon Advisors
Tennessee
$537K -$1.35M -12,567 -72%
AOWM
944
Alpha Omega Wealth Management
Virginia
$537K – – –
HIM
945
Hutchens Investment Management
New Hampshire
$536K +$536K +5,003 New
MSS
946
Mitchell Sinkler & Starr
Pennsylvania
$531K -$282K -2,625 -35%
KWMG
947
King Wealth Management Group
Florida
$530K -$10.6K -99 -2%
BCM
948
Buckhead Capital Management
Georgia
$529K – – –
IH
949
IFC Holdings
Florida
$526K +$39.7K +371 +8%
DWM
950
Darwin Wealth Management
Florida
$524K -$19.7K -184 -4%
36 37
38
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