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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 %
LCM
1001
Liberty Capital Management
Michigan
$433K +$93.7K +850 +28%
HI
1002
HBK Investments
Texas
$431K -$24.6M -222,312 -98%
PK
1003
Pflug Koory
Nebraska
$431K +$111K +1,000 +35%
WA
1004
WFG Advisors
Texas
$430K +$42.6K +386 +11%
HPC
1005
HM Payson & Co
Maine
$428K -$408K -3,690 -49%
RI
1006
Ridgewood Investments
New Jersey
$427K +$50.9K +460 +14%
AP
1007
Advisors Preferred
Maryland
$425K +$45.9K +415 +12%
BAS
1008
Brown Advisory Securities
Maryland
$422K -$620K -5,614 -60%
BFA
1009
Beaumont Financial Advisors
Massachusetts
$421K -$22.4K -203 -5%
AIA
1010
AIMZ Investment Advisors
California
$420K -$22.1K -200 -5%
BWL
1011
Bogart Wealth LLC
Virginia
$419K +$35.8K +324 +9%
TNB
1012
Thomasville National Bank
Georgia
$415K -$7.52K -68 -2%
TBA
1013
Tower Bridge Advisors
Pennsylvania
$410K +$26.8K +242 +7%
CCM
1014
CrestPoint Capital Management
Missouri
$409K -$44.2K -400 -10%
1IA
1015
1834 Investment Advisors
Wisconsin
$409K – – –
AIM
1016
ARK Investment Management
Florida
$409K +$188K +1,699 +85%
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$407K -$78.4K -710 -16%
VIA
1018
Vantage Investment Advisors
Pennsylvania
$405K -$9.3K -84 -2%
RBC
1019
Roble Belko & Company
Pennsylvania
$399K -$3.98K -36 -1%
SC
1020
Savant Capital
Illinois
$399K -$1.88K -17 -0.5%
VCM
1021
Versant Capital Management
Arizona
$399K -$883 -8 -0.2%
BRWA
1022
B. Riley Wealth Advisors
Florida
$399K +$34.3K +310 +9%
NAMA
1023
Nikko Asset Management Americas
New York
$398K – – –
HCA
1024
Harbour Capital Advisors
Virginia
$396K -$35.9K -325 -8%
FI
1025
FormulaFolio Investments
Michigan
$396K +$22.7K +205 +6%
39 40
41
42 43