UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$210M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$155M
3
JHIU
Janus Henderson Investors US
Colorado
+$145M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$72.6M
5
BFA
BlackRock Fund Advisors
California
+$67.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Morgan Stanley
Morgan Stanley
New York
-$106M
3
Prudential Financial
Prudential Financial
New Jersey
-$87.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$79.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
951
M Holdings Securities
Oregon
$427K -$57K -529 -12%
CF
952
CenterStar Fund
Illinois
$425K -$799K – –
FBNAT
953
FirstMerit Bank N.A. Trustee
Ohio
$425K +$30.6K +284 +8%
NB
954
Nicolet Bankshares
Wisconsin
$425K +$33.9K +315 +9%
EM
955
Excalibur Management
Massachusetts
$424K -$3.12K -29 -0.7%
RCAMU
956
Rothschild & Co Asset Management US
Connecticut
$421K +$74.9K +695 +22%
NIT
957
NumerixS Investment Technologies
British Columbia, Canada
$420K +$420K +3,900 New
BWM
958
Baystate Wealth Management
Massachusetts
$412K -$2.69K -25 -0.6%
SFSIG
959
San Francisco Sentry Investment Group
California
$411K -$59.8K -555 -13%
HCM
960
Highlander Capital Management
New Jersey
$407K – – –
VCM
961
Versant Capital Management
Arizona
$406K -$12K -112 -3%
SS
962
Simplicity Solutions
Minnesota
$406K +$75.3K +699 +23%
FIM
963
Freedom Investment Management
Connecticut
$405K +$405K +3,761 New
ACM
964
Argentus Capital Management
Texas
$402K -$17.2K -160 -4%
SRC
965
Shufro Rose & Co
New York
$401K – – –
NP
966
NorthRock Partners
Minnesota
$400K +$173K +1,604 +76%
CCM
967
CrestPoint Capital Management
Missouri
$399K – – –
WBG
968
Wharton Business Group
Pennsylvania
$396K – – –
PIA
969
Peachtree Investment Advisors
Georgia
$396K – – –
RBC
970
Roble Belko & Company
Pennsylvania
$393K -$24.6K -228 -6%
SIC
971
Salem Investment Counselors
North Carolina
$390K -$8.61K -80 -2%
FI
972
FormulaFolio Investments
Michigan
$389K -$993K -9,219 -72%
ARMT
973
Amica Retiree Medical Trust
Rhode Island
$388K -$263K -2,439 -40%
PAM
974
PT Asset Management
Illinois
$388K – – –
ED
975
Exane Derivatives
France
$383K -$14.7M -136,916 -97%
37 38
39
40 41