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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.65B
2
Lazard Asset Management
Lazard Asset Management
New York
+$518M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$128M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$248M
2
AAMU
Amundi Asset Management US
Massachusetts
-$178M
3
APG Asset Management
APG Asset Management
Netherlands
-$154M
4
PPA
Parametric Portfolio Associates
Washington
-$149M
5
Norges Bank
Norges Bank
Norway
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
976
Essex Financial Services
Connecticut
$460K -$59K -550 -11%
CC
977
Courier Capital
New York
$460K – – –
P
978
Pitcairn
Pennsylvania
$459K -$17.7K -165 -4%
TPWA
979
TRUE Private Wealth Advisors
Oregon
$457K +$7.97K +76 +2%
SFSIG
980
San Francisco Sentry Investment Group
California
$452K -$13.9K -130 -3%
AC
981
Abbrea Capital
California
$451K -$87.4K -815 -16%
PTC
982
Private Trust Company
Ohio
$451K -$31.6K -295 -7%
WAM
983
Weatherly Asset Management
California
$446K +$1.61K +15 +0.4%
LCS
984
Levin Capital Strategies
New York
$445K -$1.72M -16,083 -79%
AMCA
985
Arthur M. Cohen & Associates
Illinois
$445K +$42.9K +400 +11%
CCM
986
CrestPoint Capital Management
Missouri
$440K – – –
TI
987
Trexquant Investment
Connecticut
$440K +$440K +4,100 New
HK
988
Horizon Kinetics
New York
$433K -$21.4K -200 -5%
SCM
989
Southport Capital Management
Tennessee
$432K -$195K -1,818 -31%
BFA
990
Beaumont Financial Advisors
Massachusetts
$430K +$430K +4,011 New
AIA
991
AIMZ Investment Advisors
California
$429K – – –
GS
992
GAM Systematic
United Kingdom
$424K -$74.9K -698 -15%
FLI
993
Family Legacy Inc
South Carolina
$424K +$424K +3,950 New
FSA
994
Franklin Street Advisors
North Carolina
$422K +$99.3K +925 +31%
WG
995
Winton Group
United Kingdom
$420K -$922K -8,594 -69%
HCA
996
Harbour Capital Advisors
Virginia
$419K -$26.8K -250 -6%
PK
997
Pflug Koory
Nebraska
$418K -$148K -1,025 -26%
JIC
998
Johnson Investment Counsel
Ohio
$418K +$14.4K +134 +4%
PAS
999
Partnervest Advisory Services
California
$410K +$88.1K +821 +27%
AGM
1000
Alpine Global Management
New York
$409K +$409K +3,810 New
38 39
40
41 42