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United Parcel Service
UPS

1,318 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, 466 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 55

88% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.02B

7% more funds holding in top 10

Funds holding in top 10: 54 → 58 (+4)

7% more capital invested

Capital invested by funds: $50.8B → $54.3B (+$3.55B)

6% more funds holding

Funds holding: 1,240 → 1,318 (+78)

0.56% more ownership

Funds ownership: 68.24% → 68.79% (+0.56%)

10% less repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 515

Holders
1,318
Holders Change
+78
Holders Change %
+6.29%
% of All Funds
32.94%
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
466
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

Rank Fund Capital Flow
1
FNBT
FineMark National Bank & Trust
Florida
+$225M
2
PPA
Parametric Portfolio Associates
Washington
+$158M
3
Renaissance Technologies
Renaissance Technologies
New York
+$147M
4
EIP
Epoch Investment Partners
New York
+$145M
5
Asset Management One
Asset Management One
Japan
+$128M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$190M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
3
MTB
Mizuho Trust & Banking
Japan
-$124M
4
TCM
Tran Capital Management
California
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1026
TRUE Private Wealth Advisors
Oregon
$451K – – –
EM
1027
Excalibur Management
Massachusetts
$438K -$12.8K -114 -3%
VF
1028
Virtu Financial
New York
$437K +$430K +3,814 New
HCM
1029
Highlander Capital Management
New Jersey
$433K – – –
JIC
1030
Johnson Investment Counsel
Ohio
$432K – – –
AMCA
1031
Arthur M. Cohen & Associates
Illinois
$430K +$423K +3,750 New
SI
1032
SII Investments
Wisconsin
$425K -$203K -1,806 -33%
1IA
1033
1834 Investment Advisors
Wisconsin
$424K +$33.8K +300 +9%
SQA
1034
Simon Quick Advisors
New Jersey
$424K +$417K +3,701 New
RBC
1035
Roble Belko & Company
Pennsylvania
$422K +$4.06K +36 +1%
IP
1036
Intellectus Partners
California
$422K +$414K +3,677 New
VCM
1037
Versant Capital Management
Arizona
$417K -$13.1K -116 -3%
BWM
1038
Baystate Wealth Management
Massachusetts
$415K -$16.9K -150 -4%
SC
1039
Savant Capital
Illinois
$415K +$113 +1 +0%
ARMT
1040
Amica Retiree Medical Trust
Rhode Island
$413K – – –
PAM
1041
PT Asset Management
Illinois
$413K – – –
NAMA
1042
Nikko Asset Management Americas
New York
$413K +$11.3K +100 +3%
CG
1043
Colony Group
Massachusetts
$412K – – –
OC
1044
Oakworth Capital
Alabama
$405K +$143K +1,270 +57%
SRC
1045
Shufro Rose & Co
New York
$404K -$11.3K -100 -3%
SAA
1046
Southeast Asset Advisors
Georgia
$401K – – –
NHC
1047
Nicholas Hoffman & Company
Georgia
$401K +$25.6K +227 +7%
TBA
1048
Tower Bridge Advisors
Pennsylvania
$397K -$2.82K -25 -0.7%
SBWM
1049
Sunflower Bank Wealth Management
Arizona
$390K – – –
GEA
1050
Glen Eagle Advisors
New Jersey
$389K +$382K +3,394 New
40 41
42
43 44

UPS Hedge Fund Activity: Q4 2016 in Review

1,318 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2016, worth a combined $54.3B — up 7% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new UPS positions and 55 closed out — a net gain of 98 holders — while 466 added to existing stakes and 515 trimmed.

The largest buyer was FineMark National Bank & Trust, adding an estimated $225M. The largest seller was Ameriprise, cutting an estimated $190M.

  • 1,318 institutional investors held United Parcel Service (UPS) as of Q4 2016, up from 1,240 in Q3 2016.
  • Funds reported $54.3B of United Parcel Service stock for Q4 2016, up 7% quarter-over-quarter.
  • 153 funds opened new United Parcel Service positions in Q4 2016 and 55 closed out, a net change of +98 holders.
  • The largest United Parcel Service buyer in Q4 2016 was FineMark National Bank & Trust, an estimated $225M added.
  • The largest United Parcel Service seller in Q4 2016 was Ameriprise, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.