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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 %
GCA
1026
Guardian Capital Advisors
Ontario, Canada
$396K +$143K +1,285 +56%
HCMT
1027
Highland Capital Management (Tennessee)
Tennessee
$396K +$396K +3,581 New
RAM
1028
Redmond Asset Management
Virginia
$392K +$14.4K +130 +4%
SMC
1029
Smith, Moore & Co
Missouri
$388K +$153K +1,382 +65%
KC
1030
Kingfisher Capital
North Carolina
$385K +$385K +3,481 New
BWM
1031
Baystate Wealth Management
Massachusetts
$383K -$13.3K -119 -3%
SRC
1032
Shufro Rose & Co
New York
$383K – – –
PIM
1033
Profit Investment Management
Maryland
$382K – – –
OC
1034
Oakworth Capital
Alabama
$381K – – –
LIM
1035
Leavell Investment Management
Alabama
$381K +$381K +3,441 New
TCB
1036
Texas Capital Bancshares
Texas
$381K +$381K +3,442 New
IP
1037
Intellectus Partners
California
$380K +$24.4K +221 +7%
PAM
1038
Palisade Asset Management
Minnesota
$377K +$135K +1,225 +56%
SBWM
1039
Sunflower Bank Wealth Management
Arizona
$376K – – –
FCBT
1040
First Citizens Bank & Trust
North Carolina
$372K -$106K -963 -22%
GEA
1041
Glen Eagle Advisors
New Jersey
$371K +$4.57K +41 +1%
RA
1042
Rational Advisors
New York
$371K -$1.84M -16,650 -83%
HCM
1043
Highlander Capital Management
New Jersey
$368K – – –
BOIA
1044
Bush ODonnell Investment Advisors
Missouri
$364K – – –
WRM
1045
Weybosset Research & Management
Rhode Island
$359K +$5.52K +50 +2%
AIM
1046
Arcadia Investment Management
Michigan
$355K -$62.5K -565 -15%
Koshinski Asset Management
1047
Koshinski Asset Management
Illinois
$351K +$106K +957 +43%
CWM
1048
Cabot Wealth Management
Massachusetts
$348K – – –
MWM
1049
Meridian Wealth Management
Kentucky
$347K +$332 +3 +0.1%
BCI
1050
Brinker Capital Investments
Pennsylvania
$344K -$34.1K -309 -9%
40 41
42
43 44