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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
2
Lazard Asset Management
Lazard Asset Management
New York
+$259M
3
Parnassus Investments
Parnassus Investments
California
+$188M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$160M
5
PPA
Parametric Portfolio Associates
Washington
+$151M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$235M
2
Ameriprise
Ameriprise
Minnesota
-$180M
3
Bank of America
Bank of America
North Carolina
-$167M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$101M
5
Two Sigma Investments
Two Sigma Investments
New York
-$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
976
Verition Fund Management
Connecticut
$494K +$494K +4,471 New
PL
977
Perpetual Ltd
Australia
$488K – – –
SFG
978
SNS Financial Group
Minnesota
$488K +$2.65K +24 +0.5%
FM
979
Foster & Motley
Ohio
$487K -$466K -4,215 -49%
HSA
980
HBK Sorce Advisory
Pennsylvania
$487K +$487K +4,406 New
PCMM
981
Private Capital Management (Minnesota)
Minnesota
$481K +$82.9K +750 +21%
AFP
982
Ausdal Financial Partners
Iowa
$475K +$86.8K +785 +22%
IC
983
Investment Counsel
Michigan
$474K -$94.1K -850 -17%
CC
984
Courier Capital
New York
$474K – – –
TPWA
985
TRUE Private Wealth Advisors
Oregon
$473K -$8.4K -76 -2%
PAS
986
Partnervest Advisory Services
California
$467K +$44.2K +400 +10%
LCS
987
Levin Capital Strategies
New York
$459K – – –
SCM
988
Southport Capital Management
Tennessee
$459K +$13.5K +122 +3%
LNB
989
Ledyard National Bank
$458K -$74.2K -670 -14%
AC
990
Abbrea Capital
California
$454K -$11.6K -105 -2%
CCG
991
Cypress Capital Group
Florida
$452K -$262K -2,363 -37%
HK
992
Horizon Kinetics
New York
$451K +$4.42K +40 +1%
P
993
Pitcairn
Pennsylvania
$449K -$24.2K -219 -5%
MC
994
Middleton & Co
Massachusetts
$448K -$60.1K -543 -12%
WAM
995
Weatherly Asset Management
California
$448K -$12.2K -110 -3%
SFSIG
996
San Francisco Sentry Investment Group
California
$446K -$21.1K -190 -5%
BWM
997
Bernicke Wealth Management
Wisconsin
$443K +$167K +1,512 +61%
Tudor Investment Corp
998
Tudor Investment Corp
Connecticut
$443K +$443K +4,003 New
SAA
999
Southeast Asset Advisors
Georgia
$442K +$55.3K +500 +14%
FLI
1000
Family Legacy Inc
South Carolina
$437K – – –
38 39
40
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