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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$934M
2
Bank of America
Bank of America
North Carolina
$1.63B
3
Federated Hermes
Federated Hermes
Pennsylvania
$310M
4
Two Sigma Investments
Two Sigma Investments
New York
$133M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.91B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
3
State Street
State Street
Massachusetts
$3.26B
4
SI
Sentry Investments
Ontario, Canada
$126M
5
American Century Companies
American Century Companies
Missouri
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
1101
Trustmark National Bank Trust Department
Mississippi
$294K +$294K +2,454 New
VCP
1102
Vista Capital Partners
Oregon
$290K – – –
BHBT
1103
Burke & Herbert Bank & Trust
Virginia
$288K -$19.3K -161 -6%
DIA
1104
Dana Investment Advisors
Wisconsin
$288K – – –
PI
1105
Pettee Investors
Connecticut
$288K – – –
CFA
1106
Camarda Financial Advisors
Florida
$287K -$8.88K -74 -3%
Cohen & Steers
1107
Cohen & Steers
New York
$287K – – –
BBNB
1108
Baker Boyer National Bank
Washington
$285K – – –
HH
1109
Hilltop Holdings
Texas
$283K +$7.81K +65 +3%
NEAM
1110
New England Asset Management
Connecticut
$281K – – –
ICM
1111
IMS Capital Management
Oregon
$278K +$240 +2 +0.1%
PWM
1112
Perigon Wealth Management
California
$277K -$469K -3,905 -63%
SCA
1113
Stuart Chaussee & Associates
California
$277K – – –
PCMM
1114
Private Capital Management (Minnesota)
Minnesota
$276K -$246K -2,050 -47%
BOIA
1115
Bush ODonnell Investment Advisors
Missouri
$276K -$120K -1,000 -30%
AB
1116
Atlas Brown
Kentucky
$274K +$120 +1 +0%
CIC
1117
Cornercap Investment Counsel
Georgia
$273K – – –
RFM
1118
Royal Fund Management
Florida
$271K -$100K -836 -27%
ACM
1119
AUA Capital Management
Pennsylvania
$271K – – –
DIA
1120
Denver Investment Advisors
Colorado
$271K +$271K +2,260 New
AGM
1121
Alpine Global Management
New York
$269K +$269K +2,242 New
KA
1122
Kovack Advisors
Florida
$268K -$16.3K -136 -6%
CA
1123
Continuum Advisory
Idaho
$267K -$11.2K -93 -4%
RB
1124
Rodgers Brothers
Pennsylvania
$267K – – –
HW
1125
Hancock Whitney
Mississippi
$267K +$4.2K +35 +2%
43 44
45
46 47