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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 %
PCP
976
Proficio Capital Partners
Massachusetts
$593K -$173K -1,507 -23%
RWA
977
Ropes Wealth Advisors
Massachusetts
$588K – – –
AAM
978
AR Asset Management
California
$585K – – –
DWM
979
Darwin Wealth Management
Florida
$581K +$325K +2,834 +127%
KWMG
980
King Wealth Management Group
Florida
$578K +$115 +1 +0%
GHCM
981
Glen Harbor Capital Management
California
$578K +$578K +5,040 New
AC
982
Abbrea Capital
California
$576K +$576K +5,021 New
AOWM
983
Alpha Omega Wealth Management
Virginia
$574K +$574K +5,007 New
BO
984
Bank OZK
Arkansas
$566K -$46.4K -405 -8%
BCM
985
Buckhead Capital Management
Georgia
$565K – – –
EFS
986
Essex Financial Services
Connecticut
$554K +$5.39K +47 +1%
IC
987
Investment Counsel
Michigan
$554K +$20.1K +175 +4%
BCM
988
Brookstone Capital Management
Illinois
$548K -$14.6K -127 -3%
AAM
989
American Asset Management
Florida
$541K +$32.2K +281 +6%
SCI
990
S&CO Inc
Massachusetts
$533K – – –
GS
991
GAM Systematic
United Kingdom
$533K +$533K +4,648 New
KSA
992
Ken Stern & Associates
California
$530K -$4.12K -36 -0.8%
HPC
993
HM Payson & Co
Maine
$530K +$185K +1,615 +54%
QI
994
Quotient Investors
New York
$527K – – –
MFBTD
995
MB Financial Bank - Trust Department
Illinois
$526K – – –
KCM
996
Kanawha Capital Management
Virginia
$520K -$22.9K -200 -4%
IH
997
IFC Holdings
Florida
$519K +$12.1K +106 +2%
HPBT
998
High Point Bank & Trust
North Carolina
$518K – – –
PTC
999
Private Trust Company
Ohio
$516K -$1.3M -11,313 -72%
PP
1000
PagnatoKarp Partners
Virginia
$512K +$512K +4,467 New
38 39
40
41 42