We are live on ! Find out more
UPS icon

United Parcel Service
UPS

1,285 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 519 increasing their positions, 526 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $767M

0.89% less ownership

Funds ownership: 68.79% → 67.91% (-0.89%)

1% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 526

2% less funds holding

Funds holding: 1,317 → 1,285 (-32)

8% less capital invested

Capital invested by funds: $54.3B → $50.2B (-$4.13B)

17% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 114

21% less funds holding in top 10

Funds holding in top 10: 58 → 46 (-12)

Holders
1,285
Holders Change
-32
Holders Change %
-2.43%
% 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
95
Increased
519
Reduced
526
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.74B
2
Lazard Asset Management
Lazard Asset Management
New York
+$528M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$136M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$130M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$252M
2
AAMU
Amundi Asset Management US
Massachusetts
-$182M
3
APG Asset Management
APG Asset Management
Netherlands
-$157M
4
PPA
Parametric Portfolio Associates
Washington
-$152M
5
Norges Bank
Norges Bank
Norway
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
1101
New England Asset Management
Connecticut
$251K -$65.6K -600 -20%
FPCG
1102
Fort Pitt Capital Group
Pennsylvania
$250K +$2.62K +24 +1%
KFP
1103
Keystone Financial Planning
Ohio
$250K +$11.9K +109 +5%
ICM
1104
IMS Capital Management
Oregon
$248K +$328 +3 +0.1%
FFEC
1105
First Financial Equity Corporation
Arizona
$247K +$255K +2,330 New
AB
1106
Atlas Brown
Kentucky
$246K +$2.19K +20 +0.9%
HH
1107
Hilltop Holdings
Texas
$245K – – –
CIC
1108
Cornercap Investment Counsel
Georgia
$244K – – –
SSG
1109
Summit Securities Group
New York
$243K +$248K +2,269 New
GCAC
1110
Guardian Capital Advisors (Canada)
Ontario, Canada
$243K +$249K +2,280 New
FCB
1111
First Command Bank
Texas
$241K – – –
FCFS
1112
First Command Financial Services
Texas
$241K – – –
CA
1113
Continuum Advisory
Idaho
$241K +$245K +2,246 New
HW
1114
Hancock Whitney
Mississippi
$239K -$13.1M -119,754 -98%
FTC
1115
Farmers Trust Company
Ohio
$239K +$4.04K +37 +2%
BG
1116
Bollard Group
Massachusetts
$238K +$1.86K +17 +0.8%
Koshinski Asset Management
1117
Koshinski Asset Management
Illinois
$238K +$16.2K +148 +7%
CNC
1118
Citizens & Northern Corp
Pennsylvania
$237K -$210K -1,925 -47%
KA
1119
Kovack Advisors
Florida
$237K -$64.6K -591 -21%
KTC
1120
Kistler-Tiffany Companies
Pennsylvania
$236K +$109 +1 +0%
PAM
1121
Palisade Asset Management
Minnesota
$235K – – –
EWM
1122
Evermay Wealth Management
Virginia
$234K +$238K +2,181 New
PL
1123
Parkwood LLC
Ohio
$233K -$25.5K -233 -10%
PP
1124
Patten & Patten
Tennessee
$231K -$34.5K -316 -13%
SMC
1125
Smith, Moore & Co
Missouri
$228K +$232K +2,123 New
43 44
45
46 47

UPS Hedge Fund Activity: Q1 2017 in Review

1,285 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2017, worth a combined $50.2B — down 7.6% from $54.3B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of UPS and 95 opened new positions — a net loss of 19 holders — while 526 trimmed existing stakes and 519 added.

The largest buyer was BlackRock, adding an estimated $4.74B. The largest seller was Ameriprise, cutting an estimated $252M.

  • 1,285 institutional investors held United Parcel Service (UPS) as of Q1 2017, down from 1,317 in Q4 2016.
  • Funds reported $50.2B of United Parcel Service stock for Q1 2017, down 7.6% quarter-over-quarter.
  • 95 funds opened new United Parcel Service positions in Q1 2017 and 114 closed out, a net change of -19 holders.
  • The largest United Parcel Service buyer in Q1 2017 was BlackRock, an estimated $4.74B added.
  • The largest United Parcel Service seller in Q1 2017 was Ameriprise, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.