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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.65B
2
Lazard Asset Management
Lazard Asset Management
New York
+$518M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$128M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$248M
2
AAMU
Amundi Asset Management US
Massachusetts
-$178M
3
APG Asset Management
APG Asset Management
Netherlands
-$154M
4
PPA
Parametric Portfolio Associates
Washington
-$149M
5
Norges Bank
Norges Bank
Norway
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
1101
Fort Pitt Capital Group
Pennsylvania
$250K +$2.57K +24 +1%
KFP
1102
Keystone Financial Planning
Ohio
$250K +$11.7K +109 +5%
ICM
1103
IMS Capital Management
Oregon
$248K +$322 +3 +0.1%
FFEC
1104
First Financial Equity Corporation
Arizona
$247K +$247K +2,330 New
AB
1105
Atlas Brown
Kentucky
$246K +$2.14K +20 +0.9%
HH
1106
Hilltop Holdings
Texas
$245K – – –
CIC
1107
Cornercap Investment Counsel
Georgia
$244K – – –
SSG
1108
Summit Securities Group
New York
$243K +$243K +2,269 New
GCA
1109
Guardian Capital Advisors
Ontario, Canada
$243K +$243K +2,280 New
FCB
1110
First Command Bank
Texas
$241K – – –
FCFS
1111
First Command Financial Services
Texas
$241K – – –
CA
1112
Continuum Advisory
Idaho
$241K +$241K +2,246 New
HW
1113
Hancock Whitney
Mississippi
$239K -$12.8M -119,754 -98%
FTC
1114
Farmers Trust Company
Ohio
$239K +$3.97K +37 +2%
BG
1115
Bollard Group
Massachusetts
$238K +$1.82K +17 +0.8%
Koshinski Asset Management
1116
Koshinski Asset Management
Illinois
$238K +$15.9K +148 +7%
CNC
1117
Citizens & Northern Corp
Pennsylvania
$237K -$207K -1,925 -47%
KA
1118
Kovack Advisors
Florida
$237K -$63.5K -591 -21%
KTC
1119
Kistler-Tiffany Companies
Pennsylvania
$236K +$107 +1 +0%
PAM
1120
Palisade Asset Management
Minnesota
$235K – – –
EWM
1121
Evermay Wealth Management
Virginia
$234K +$234K +2,181 New
PL
1122
Parkwood LLC
Ohio
$233K -$25K -233 -10%
PP
1123
Patten & Patten
Tennessee
$231K -$34K -316 -13%
SMC
1124
Smith, Moore & Co
Missouri
$228K +$228K +2,123 New
RMDI
1125
R.M. Davis Inc
Maine
$227K +$34.5K +322 +18%
43 44
45
46 47