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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$934M
2
Bank of America
Bank of America
North Carolina
$1.63B
3
Federated Hermes
Federated Hermes
Pennsylvania
$310M
4
Two Sigma Investments
Two Sigma Investments
New York
$133M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.91B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
3
State Street
State Street
Massachusetts
$3.26B
4
SI
Sentry Investments
Ontario, Canada
$126M
5
American Century Companies
American Century Companies
Missouri
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
976
Pinnacle Wealth Management Advisory Group
New Jersey
$537K -$140K -1,165 -21%
FBT
977
First Bank & Trust
South Dakota
$532K +$532K +4,430 New
DCM
978
Dupont Capital Management
Delaware
$531K +$531K +4,425 New
AIIMS
979
Analyst IMS Investment Management Services
Israel
$527K -$17.9K -150 -3%
Squarepoint
980
Squarepoint
New York
$525K +$525K +4,374 New
BFM
981
Boston Financial Management
Massachusetts
$523K -$38.5K -321 -7%
PL
982
Perpetual Ltd
Australia
$521K – – –
CC
983
Courier Capital
New York
$515K – – –
PAS
984
Partnervest Advisory Services
California
$515K +$7.69K +64 +2%
Susquehanna International Group
985
Susquehanna International Group
Pennsylvania
$510K +$510K +4,243 New
SFG
986
SNS Financial Group
Minnesota
$506K -$24K -200 -5%
HIM
987
Hutchens Investment Management
New Hampshire
$502K -$97K -809 -16%
BAS
988
Brown Advisory Securities
Maryland
$497K +$36.4K +302 +8%
AC
989
Abbrea Capital
California
$492K – – –
CCG
990
Cypress Capital Group
Florida
$490K – – –
HK
991
Horizon Kinetics
New York
$490K – – –
AIA
992
Allegis Investment Advisors
Idaho
$490K +$119K +992 +32%
JIP
993
Jaffetilchin Investment Partners
Florida
$490K +$490K +4,079 New
GCA
994
Guardian Capital Advisors
Ontario, Canada
$486K +$59.1K +494 +14%
NJBEST
995
New Jersey Better Educational Savings Trust
New Jersey
$480K -$60K -500 -11%
WAM
996
Weatherly Asset Management
California
$480K -$5.88K -49 -1%
SAA
997
Southeast Asset Advisors
Georgia
$480K – – –
BOH
998
Bank of Hawaii
Hawaii
$479K +$479K +3,990 New
TPWA
999
TRUE Private Wealth Advisors
Oregon
$478K -$36K -300 -7%
HPC
1000
HM Payson & Co
Maine
$477K +$12K +100 +3%
38 39
40
41 42