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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.

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
1
FineMark National Bank & Trust
Florida
$240M
2
PPA
2
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$149M
4
EIP
4
Epoch Investment Partners
New York
$314M
5
Asset Management One
5
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$629M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
TCM
3
Tran Capital Management
California
$3.9M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
76
Montag & Caldwell
Georgia
$117M 1,016,514 -175,138 -15%
Principal Financial Group
77
Principal Financial Group
Iowa
$114M 994,614 -18,813 -2%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$114M 992,382 +21,303 +2%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$114M 990,100 -19,300 -2%
RJA
80
Raymond James & Associates
Florida
$111M 968,544 -64,963 -6%
Canada Life
81
Canada Life
Manitoba, Canada
$111M 963,224 +189,264 +24%
Prudential Financial
82
Prudential Financial
New Jersey
$110M 956,048 -19,360 -2%
BJ
83
BlackRock Japan
Japan
$108M 943,244 +31,237 +3%
HMP
84
HS Management Partners
New York
$108M 942,406 -248,999 -21%
LBA
85
Letko, Brosseau & Associates
Quebec, Canada
$106M 923,200 -86,860 -9%
SCM
86
Sterling Capital Management
North Carolina
$104M 903,559 -45,410 -5%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$100M 866,168 +34,707 +4%
EHC
88
Everett Harris & Co
California
$100M 871,864 +5,836 +0.7%
Westfield Capital Management
89
Westfield Capital Management
Massachusetts
$99.5M 867,751 -86,310 -9%
HighTower Advisors
90
HighTower Advisors
Illinois
$93M 811,421 +2,414 +0.3%
BTS
91
BB&T Securities
Virginia
$92.2M 826,011 +16,838 +2%
Citigroup
92
Citigroup
New York
$91.9M 801,956 +23,717 +3%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$88.8M 774,470 +2,790 +0.4%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$86.6M 755,506 +106,829 +16%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$86.6M 779,688 +389,675 +100%
AQR Capital Management
96
AQR Capital Management
Connecticut
$85.3M 744,482 +85,899 +13%
DZ Bank
97
DZ Bank
Germany
$85.2M 743,495 +743,495 New
Diamond Hill Capital Management
98
Diamond Hill Capital Management
Ohio
$83M 723,735 -130,949 -15%
ATN
99
AMF Tjänstepension
Sweden
$80.8M 704,603 +37,600 +6%
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$78.5M 684,348 +56,810 +9%
2 3
4
5 6