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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
CF
1101
Corrigan Financial
Rhode Island
$317K – – –
BRWA
1102
B. Riley Wealth Advisors
Florida
$312K +$29K +257 +10%
IAMOG
1103
Investors Asset Management of Georgia
Georgia
$311K – – –
TNAM
1104
Terra Nova Asset Management
New York
$311K +$305K +2,710 New
KLWA
1105
Kelly Lawrence W & Associates
California
$310K – – –
GLI
1106
Guardian Life Insurance
New York
$303K +$5.97K +53 +2%
RFM
1107
Royal Fund Management
Florida
$301K +$296K +2,629 New
AB
1108
AT Bancorp
Iowa
$298K – – –
WTB
1109
Washington Trust Bank
Washington
$294K +$16.5K +146 +6%
WA
1110
WFG Advisors
Texas
$293K -$8.11K -72 -3%
IWA
1111
Intercontinental Wealth Advisors
Texas
$293K -$6.87K -61 -2%
CWM
1112
Concentric Wealth Management
California
$293K +$288K +2,555 New
CCP
1113
Corient Capital Partners
California
$292K -$252K -2,237 -47%
AT
1114
Argent Trust
Texas
$289K -$1.13K -10 -0.4%
CBN
1115
Cadence Bank NA
Texas
$288K +$21.3K +189 +8%
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$286K – – –
HCM
1117
Harvey Capital Management
Florida
$286K – – –
PP
1118
Patten & Patten
Tennessee
$283K +$56.3K +500 +25%
VHAM
1119
Van Hulzen Asset Management
California
$281K +$276K +2,453 New
PL
1120
Parkwood LLC
Ohio
$276K +$271K +2,407 New
MCM
1121
McRae Capital Management
New Jersey
$275K +$338 +3 +0.1%
DIA
1122
Dana Investment Advisors
Wisconsin
$275K +$271K +2,402 New
BBNB
1123
Baker Boyer National Bank
Washington
$272K – – –
AIM
1124
ARK Investment Management
Florida
$269K +$264K +2,345 New
DDC
1125
DF Dent & Co
Maryland
$268K – – –
43 44
45
46 47

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.