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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 %
FMWA
926
Forvis Mazars Wealth Advisors
Missouri
$602K +$201K +1,812 +50%
TBNY
927
Trustco Bank (New York)
New York
$599K -$11.1K -100 -2%
GLRA
928
Gerald L. Ray & Associates
Texas
$599K -$5.53K -50 -0.9%
CTA
929
Colonial Trust Advisors
South Carolina
$599K – – –
IAM
930
Impax Asset Management
New Hampshire
$595K +$31.8K +288 +6%
NEPWA
931
New England Private Wealth Advisors
Massachusetts
$595K +$105K +946 +21%
FCMT
932
Founders Capital Management (Texas)
Texas
$594K +$1.66K +15 +0.3%
MSS
933
Mitchell Sinkler & Starr
Pennsylvania
$592K +$44.3K +400 +8%
IFAM
934
Institutional & Family Asset Management
Colorado
$591K +$1.11K +10 +0.2%
PTC
935
Private Trust Company
Ohio
$590K +$124K +1,126 +27%
NC
936
NewSquare Capital
Pennsylvania
$588K -$246K -2,225 -30%
PFT
937
Providence First Trust
Arizona
$579K +$579K +5,234 New
BO
938
Bank OZK
Arkansas
$578K -$66.4K -600 -10%
ISL
939
Ingalls & Snyder LLC
New York
$578K -$66.3K -600 -10%
BFO
940
Boston Family Office
Massachusetts
$578K – – –
AAM
941
American Asset Management
Florida
$578K +$221 +2 +0%
RCAG
942
Rehmann Capital Advisory Group
Michigan
$576K -$142K -1,284 -20%
SAM
943
Shamrock Asset Management
Texas
$575K -$20.8K -190 -3%
DAC
944
Dividend Assets Capital
South Carolina
$575K +$575K +5,195 New
BCP
945
Berkeley Capital Partners
Georgia
$572K -$6.3K -57 -1%
SAM
946
Symphony Asset Management
California
$568K +$568K +5,137 New
AAM
947
AR Asset Management
California
$564K – – –
AOWM
948
Alpha Omega Wealth Management
Virginia
$554K – – –
MBT
949
Monroe Bank & Trust
Michigan
$554K +$27K +244 +5%
KFP
950
Keystone Financial Planning
Ohio
$554K +$297K +2,681 +115%
36 37
38
39 40