We are live on ! Find out more
UPS icon

United Parcel Service
UPS

1,318 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, 466 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 55

88% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.02B

7% more funds holding in top 10

Funds holding in top 10: 54 → 58 (+4)

7% more capital invested

Capital invested by funds: $50.8B → $54.3B (+$3.55B)

6% more funds holding

Funds holding: 1,240 → 1,318 (+78)

0.56% more ownership

Funds ownership: 68.24% → 68.79% (+0.56%)

10% less repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 515

Holders
1,318
Holders Change
+78
Holders Change %
+6.29%
% of All Funds
32.94%
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
466
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

Rank Fund Capital Flow
1
FNBT
FineMark National Bank & Trust
Florida
+$225M
2
PPA
Parametric Portfolio Associates
Washington
+$158M
3
Renaissance Technologies
Renaissance Technologies
New York
+$147M
4
EIP
Epoch Investment Partners
New York
+$145M
5
Asset Management One
Asset Management One
Japan
+$128M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$190M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
3
MTB
Mizuho Trust & Banking
Japan
-$124M
4
TCM
Tran Capital Management
California
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
976
Boston Family Office
Massachusetts
$600K – – –
PCP
977
Proficio Capital Partners
Massachusetts
$593K -$170K -1,507 -23%
RWA
978
Ropes Wealth Advisors
Massachusetts
$588K – – –
AAM
979
AR Asset Management
California
$585K – – –
DWM
980
Darwin Wealth Management
Florida
$581K +$319K +2,834 +127%
KWMG
981
King Wealth Management Group
Florida
$578K +$113 +1 +0%
GHCM
982
Glen Harbor Capital Management
California
$578K +$568K +5,040 New
AC
983
Abbrea Capital
California
$576K +$566K +5,021 New
AOWM
984
Alpha Omega Wealth Management
Virginia
$574K +$564K +5,007 New
BO
985
Bank OZK
Arkansas
$566K -$45.6K -405 -8%
BCM
986
Buckhead Capital Management
Georgia
$565K – – –
EFS
987
Essex Financial Services
Connecticut
$554K +$5.3K +47 +1%
IC
988
Investment Counsel
Michigan
$554K +$19.7K +175 +4%
BCM
989
Brookstone Capital Management
Illinois
$548K -$14.3K -127 -3%
AAM
990
American Asset Management
Florida
$541K +$31.7K +281 +6%
SCI
991
S&CO Inc
Massachusetts
$533K – – –
GS
992
GAM Systematic
United Kingdom
$533K +$524K +4,648 New
KSA
993
Ken Stern & Associates
California
$530K -$4.06K -36 -0.8%
HPC
994
HM Payson & Co
Maine
$530K +$182K +1,615 +54%
QI
995
Quotient Investors
New York
$527K – – –
MFBTD
996
MB Financial Bank - Trust Department
Illinois
$526K – – –
KCM
997
Kanawha Capital Management
Virginia
$520K -$22.5K -200 -4%
IH
998
IFC Holdings
Florida
$519K +$11.9K +106 +2%
HPBT
999
High Point Bank & Trust
North Carolina
$518K – – –
PTC
1000
Private Trust Company
Ohio
$516K -$1.27M -11,313 -72%
38 39
40
41 42

UPS Hedge Fund Activity: Q4 2016 in Review

1,318 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2016, worth a combined $54.3B — up 7% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new UPS positions and 55 closed out — a net gain of 98 holders — while 466 added to existing stakes and 515 trimmed.

The largest buyer was FineMark National Bank & Trust, adding an estimated $225M. The largest seller was Ameriprise, cutting an estimated $190M.

  • 1,318 institutional investors held United Parcel Service (UPS) as of Q4 2016, up from 1,240 in Q3 2016.
  • Funds reported $54.3B of United Parcel Service stock for Q4 2016, up 7% quarter-over-quarter.
  • 153 funds opened new United Parcel Service positions in Q4 2016 and 55 closed out, a net change of +98 holders.
  • The largest United Parcel Service buyer in Q4 2016 was FineMark National Bank & Trust, an estimated $225M added.
  • The largest United Parcel Service seller in Q4 2016 was Ameriprise, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.