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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 %
RCAMU
951
Rothschild & Co Asset Management US
Connecticut
$694K +$71.5K +623 +11%
MFIMFI
952
Mesirow Financial Investment Management - Fixed Income
Illinois
$689K – – –
SFA
953
Sequoia Financial Advisors
Ohio
$686K +$14.9K +130 +2%
CPA
954
Clear Perspective Advisors
Illinois
$681K +$681K +5,944 New
YWP
955
YorkBridge Wealth Partners
New York
$676K +$676K +5,812 New
MCM
956
Monarch Capital Management
Indiana
$674K -$22.9K -200 -3%
SCM
957
Southport Capital Management
Tennessee
$670K +$670K +5,847 New
ISL
958
Ingalls & Snyder LLC
New York
$668K +$45.8K +400 +7%
PWM
959
Perigon Wealth Management
California
$666K +$175K +1,642 +36%
SAM
960
Shamrock Asset Management
Texas
$659K -$65.9K -579 -9%
MC
961
Middleton & Co
Massachusetts
$656K -$11.7K -102 -2%
TBNY
962
Trustco Bank (New York)
New York
$646K – – –
MBT
963
Monroe Bank & Trust
Michigan
$644K -$25.5K -223 -4%
IFAM
964
Institutional & Family Asset Management
Colorado
$634K +$22K +192 +4%
GLRA
965
Gerald L. Ray & Associates
Texas
$632K – – –
FWM
966
Frontier Wealth Management
Missouri
$629K -$165K -1,438 -21%
CTA
967
Colonial Trust Advisors
South Carolina
$628K +$1.26K +11 +0.2%
BFS
968
Bradley Foster & Sargent
Connecticut
$627K – – –
BWAM
969
Boyd Watterson Asset Management
Ohio
$624K +$5.39K +47 +0.9%
FFS
970
Founders Financial Securities
Maryland
$621K -$10.6K -92 -2%
GCA
971
Gideon Capital Advisors
New York
$620K +$620K +5,406 New
FWCM
972
Ferguson Wellman Capital Management
Oregon
$618K +$136K +1,189 +28%
SFG
973
SNS Financial Group
Minnesota
$615K +$343K +2,997 +127%
PWMAG
974
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$4.01K +35 +0.7%
BFO
975
Boston Family Office
Massachusetts
$600K – – –
37 38
39
40 41