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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$934M
2
Bank of America
Bank of America
North Carolina
$1.63B
3
Federated Hermes
Federated Hermes
Pennsylvania
$310M
4
Two Sigma Investments
Two Sigma Investments
New York
$133M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.91B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
3
State Street
State Street
Massachusetts
$3.26B
4
SI
Sentry Investments
Ontario, Canada
$126M
5
American Century Companies
American Century Companies
Missouri
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
951
Buckhead Capital Management
Georgia
$592K – – –
WS
952
Wedbush Securities
California
$592K +$8.53K +71 +1%
HSA
953
HBK Sorce Advisory
Pennsylvania
$589K +$59.7K +497 +11%
AFP
954
Ausdal Financial Partners
Iowa
$588K +$71.9K +599 +14%
CCM
955
CrestPoint Capital Management
Missouri
$588K +$144K +1,200 +32%
FWM
956
Frontier Wealth Management
Missouri
$587K -$12K -100 -2%
DWM
957
Darwin Wealth Management
Florida
$587K +$120 +1 +0%
PP
958
PagnatoKarp Partners
Virginia
$578K +$13K +108 +2%
ISL
959
Ingalls & Snyder LLC
New York
$574K -$54K -450 -9%
IP
960
Intellectus Partners
California
$573K +$160K +1,331 +39%
BWM
961
Bernicke Wealth Management
Wisconsin
$562K +$80.7K +672 +17%
VC
962
Vicus Capital
Pennsylvania
$559K +$7.21K +60 +1%
FHA
963
First Horizon Advisors
Tennessee
$558K -$29.3K -243 -5%
MHS
964
M Holdings Securities
Oregon
$558K -$13.1K -109 -2%
KWMG
965
King Wealth Management Group
Florida
$558K -$6.49K -54 -1%
AT
966
Argent Trust
Texas
$557K +$211K +1,761 +61%
CPA
967
Court Place Advisors
Maryland
$555K +$182K +1,515 +49%
MFBTD
968
MB Financial Bank - Trust Department
Illinois
$554K – – –
ANBT
969
American National Bank & Trust
Texas
$549K +$240K +1,995 +77%
CPA
970
Clear Perspective Advisors
Illinois
$547K – – –
NEPWA
971
New England Private Wealth Advisors
Massachusetts
$546K -$98.4K -822 -15%
LFAS
972
Level Four Advisory Services
Texas
$546K +$546K +4,546 New
KCM
973
Kanawha Capital Management
Virginia
$545K – – –
PIA
974
Peachtree Investment Advisors
Georgia
$542K – – –
CSS
975
Cubist Systematic Strategies
Connecticut
$537K -$1.22M -10,120 -69%
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