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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
1
FineMark National Bank & Trust
Florida
$240M
2
PPA
2
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$149M
4
EIP
4
Epoch Investment Partners
New York
$314M
5
Asset Management One
5
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$629M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
TCM
3
Tran Capital Management
California
$3.9M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
1101
B. Riley Wealth Advisors
Florida
$312K +$29.5K +257 +10%
IAMOG
1102
Investors Asset Management of Georgia
Georgia
$311K – – –
TNAM
1103
Terra Nova Asset Management
New York
$311K +$311K +2,710 New
KLWA
1104
Kelly Lawrence W & Associates
California
$310K – – –
GLI
1105
Guardian Life Insurance
New York
$303K +$6.08K +53 +2%
RFM
1106
Royal Fund Management
Florida
$301K +$301K +2,629 New
AB
1107
AT Bancorp
Iowa
$298K – – –
WTB
1108
Washington Trust Bank
Washington
$294K +$16.8K +146 +6%
WA
1109
WFG Advisors
Texas
$293K -$8.26K -72 -3%
IWA
1110
Intercontinental Wealth Advisors
Texas
$293K -$7K -61 -2%
CWM
1111
Concentric Wealth Management
California
$293K +$293K +2,555 New
CCP
1112
Corient Capital Partners
California
$292K -$257K -2,237 -47%
AT
1113
Argent Trust
Texas
$289K -$1.15K -10 -0.4%
CBN
1114
Cadence Bank NA
Texas
$288K +$21.7K +189 +8%
HCM
1115
Harvey Capital Management
Florida
$286K – – –
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$286K – – –
PP
1117
Patten & Patten
Tennessee
$283K +$57.4K +500 +25%
VHAM
1118
Van Hulzen Asset Management
California
$281K +$281K +2,453 New
PL
1119
Parkwood LLC
Ohio
$276K +$276K +2,407 New
MCM
1120
McRae Capital Management
New Jersey
$275K +$343 +3 +0.1%
DIA
1121
Dana Investment Advisors
Wisconsin
$275K +$275K +2,402 New
BBNB
1122
Baker Boyer National Bank
Washington
$272K – – –
AIM
1123
ARK Investment Management
Florida
$269K +$269K +2,345 New
DDC
1124
DF Dent & Co
Maryland
$268K – – –
ANBT
1125
American National Bank & Trust
Texas
$267K +$267K +2,326 New
43 44
45
46 47