UPS icon

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 %
SS
1051
Sunbelt Securities
Texas
$344K -$2.21K -20 -0.6%
CPA
1052
Court Place Advisors
Maryland
$344K +$344K +3,106 New
BC
1053
Banced Corp
Illinois
$342K -$13.4K -121 -4%
RFM
1054
Royal Fund Management
Florida
$342K -$2.32K -21 -0.7%
DDC
1055
DF Dent & Co
Maryland
$342K – – –
AIA
1056
Allegis Investment Advisors
Idaho
$342K +$342K +3,090 New
BA
1057
Bridgewater Associates
Connecticut
$341K -$13.9M -125,827 -98%
WSCM
1058
Wellington Shields Capital Management
New York
$339K – – –
CPSAC
1059
Chas P. Smith & Associates (CPS)
Florida
$339K +$339K +3,068 New
KWM
1060
Kingsview Wealth Management
Oregon
$336K -$66K -597 -16%
CEP
1061
Chicago Equity Partners
Illinois
$334K -$41.5K -375 -11%
DAM
1062
Deltec Asset Management
New York
$332K – – –
MJRIC
1063
Mogy Joel R Investment Counsel
California
$332K – – –
DI
1064
Diligent Investors
California
$330K +$5.52K +50 +2%
IAMOG
1065
Investors Asset Management of Georgia
Georgia
$329K +$30.4K +275 +10%
RTS
1066
Round Table Services
New Jersey
$329K +$329K +2,978 New
SAM
1067
Summit Asset Management
Tennessee
$326K – – –
ATC
1068
Argent Trust Co
Tennessee
$322K -$27.5K -249 -8%
AP
1069
Appleton Partners
Massachusetts
$322K -$6.53K -59 -2%
CCA
1070
Conservest Capital Advisors
Pennsylvania
$322K +$2.54K +23 +0.8%
LCM
1071
LVM Capital Management
Michigan
$321K -$36.9K -334 -10%
FMLI
1072
Fukoku Mutual Life Insurance
Japan
$321K – – –
AT
1073
Argent Trust
Texas
$319K – – –
LIM
1074
Loudon Investment Management
New Hampshire
$318K +$109K +985 +52%
BAM
1075
Bruderman Asset Management
New York
$314K +$37.4K +338 +14%
41 42
43
44 45