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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 %
HIM
951
Hutchens Investment Management
New Hampshire
$552K -$884 -8 -0.2%
FWM
952
Frontier Wealth Management
Missouri
$551K +$33.2K +300 +6%
JIC
953
Johnson Investment Counsel
Ohio
$551K +$120K +1,086 +28%
LFA
954
Landmark Financial Advisors
Kentucky
$549K +$549K +4,973 New
PCP
955
Proficio Capital Partners
Massachusetts
$546K +$14.5K +130 +3%
FHA
956
First Horizon Advisors
Tennessee
$545K -$15.6K -139 -3%
BCM
957
Buckhead Capital Management
Georgia
$545K – – –
DWM
958
Darwin Wealth Management
Florida
$540K – – –
CL
959
Choreo LLC
Illinois
$538K +$47.6K +430 +10%
WS
960
Wedbush Securities
California
$537K -$774 -7 -0.1%
CCT
961
Chemung Canal Trust
New York
$527K +$301K +2,720 +133%
MHS
962
M Holdings Securities
Oregon
$526K +$161K +1,453 +44%
SCI
963
S&CO Inc
Massachusetts
$523K – – –
KWMG
964
King Wealth Management Group
Florida
$520K -$26.4K -239 -5%
PP
965
PagnatoKarp Partners
Virginia
$520K +$13.7K +124 +3%
BFM
966
Boston Financial Management
Massachusetts
$517K -$139K -1,260 -21%
MFBTD
967
MB Financial Bank - Trust Department
Illinois
$510K – – –
VC
968
Vicus Capital
Pennsylvania
$508K -$18.8K -170 -4%
CPA
969
Clear Perspective Advisors
Illinois
$504K -$15.5K -140 -3%
AIIMS
970
Analyst IMS Investment Management Services
Israel
$503K +$503K +4,555 New
KCM
971
Kanawha Capital Management
Virginia
$502K -$3.32K -30 -0.7%
PIA
972
Peachtree Investment Advisors
Georgia
$499K – – –
NJBEST
973
New Jersey Better Educational Savings Trust
New Jersey
$498K – – –
EFS
974
Essex Financial Services
Connecticut
$496K +$22.1K +200 +5%
CWM
975
Cornerstone Wealth Management
Missouri
$494K +$494K +4,365 New
37 38
39
40 41