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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
$240M
2
PPA
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
Renaissance Technologies
New York
$149M
4
EIP
Epoch Investment Partners
New York
$314M
5
Asset Management One
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$629M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.24B
3
TCM
Tran Capital Management
California
$3.9M
4
MTB
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
1026
Excalibur Management
Massachusetts
$438K -$13.1K -114 -3%
VF
1027
Virtu Financial
New York
$437K +$437K +3,814 New
HCM
1028
Highlander Capital Management
New Jersey
$433K – – –
JIC
1029
Johnson Investment Counsel
Ohio
$432K – – –
AMCA
1030
Arthur M. Cohen & Associates
Illinois
$430K +$430K +3,750 New
SI
1031
SII Investments
Wisconsin
$425K -$206K -1,806 -33%
1IA
1032
1834 Investment Advisors
Wisconsin
$424K +$34.4K +300 +9%
SQA
1033
Simon Quick Advisors
New Jersey
$424K +$424K +3,701 New
RBC
1034
Roble Belko & Company
Pennsylvania
$422K +$4.13K +36 +1%
IP
1035
Intellectus Partners
California
$422K +$422K +3,677 New
VCM
1036
Versant Capital Management
Arizona
$417K -$13.3K -116 -3%
BWM
1037
Baystate Wealth Management
Massachusetts
$415K -$17.3K -150 -4%
SC
1038
Savant Capital
Illinois
$415K +$115 +1 +0%
ARMT
1039
Amica Retiree Medical Trust
Rhode Island
$413K – – –
PAM
1040
PT Asset Management
Illinois
$413K – – –
NAMA
1041
Nikko Asset Management Americas
New York
$413K +$11.5K +100 +3%
CG
1042
Colony Group
Massachusetts
$412K – – –
OC
1043
Oakworth Capital
Alabama
$405K +$147K +1,270 +57%
SRC
1044
Shufro Rose & Co
New York
$404K -$11.5K -100 -3%
SAA
1045
Southeast Asset Advisors
Georgia
$401K – – –
NHC
1046
Nicholas Hoffman & Company
Georgia
$401K +$26.1K +227 +7%
TBA
1047
Tower Bridge Advisors
Pennsylvania
$397K -$2.87K -25 -0.7%
SBWM
1048
Sunflower Bank Wealth Management
Arizona
$390K – – –
GEA
1049
Glen Eagle Advisors
New Jersey
$389K +$389K +3,394 New
GT
1050
Greenleaf Trust
Michigan
$389K +$176K +1,537 +83%
40 41
42
43 44