UPS icon

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 %
OLA
1126
Oliver Luxxe Assets
New Jersey
$267K +$267K +2,330 New
FPCG
1127
Fort Pitt Capital Group
Pennsylvania
$265K +$115 +1 +0%
ICM
1128
IMS Capital Management
Oregon
$264K -$11.1K -97 -4%
WSC
1129
Wellington Shields & Co
New York
$264K – – –
HH
1130
Hilltop Holdings
Texas
$263K – – –
MCM
1131
Mengis Capital Management
Oregon
$263K – – –
CIC
1132
Cornercap Investment Counsel
Georgia
$261K – – –
CLOS
1133
Compagnie Lombard Odier SCmA
Switzerland
$258K – – –
FCB
1134
First Command Bank
Texas
$258K +$258K +2,251 New
FCFS
1135
First Command Financial Services
Texas
$258K +$258K +2,251 New
KFP
1136
Keystone Financial Planning
Ohio
$254K – – –
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$254K +$29.1K +254 +13%
BG
1138
Bollard Group
Massachusetts
$253K +$1.72K +15 +0.7%
SSW
1139
Smith Shellnut Wilson
Mississippi
$253K +$253K +2,203 New
ACM
1140
AUA Capital Management
Pennsylvania
$253K +$253K +2,208 New
NP
1141
NorthRock Partners
Minnesota
$252K -$16.4K -143 -6%
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$252K -$4.82K -42 -2%
PAM
1143
Palisade Asset Management
Minnesota
$251K +$11.5K +100 +5%
FTC
1144
Farmers Trust Company
Ohio
$251K +$12.6K +110 +5%
AB
1145
Atlas Brown
Kentucky
$249K – – –
RI
1146
Ridgewood Investments
New Jersey
$248K +$248K +2,165 New
ZIM
1147
Zacks Investment Management
Illinois
$247K -$4.78M -41,684 -95%
FPFS
1148
First Personal Financial Services
North Carolina
$247K – – –
SAM
1149
SignalPoint Asset Management
Missouri
$246K +$114 +1 +0%
NL
1150
NWAM LLC
Washington
$239K -$2.18K -19 -0.9%
44 45
46
47 48