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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
ANBT
1126
American National Bank & Trust
Texas
$267K +$262K +2,326 New
OLA
1127
Oliver Luxxe Assets
New Jersey
$267K +$263K +2,330 New
FPCG
1128
Fort Pitt Capital Group
Pennsylvania
$265K +$113 +1 +0%
ICM
1129
IMS Capital Management
Oregon
$264K -$10.9K -97 -4%
WSC
1130
Wellington Shields & Co
New York
$264K – – –
HH
1131
Hilltop Holdings
Texas
$263K – – –
MCM
1132
Mengis Capital Management
Oregon
$263K – – –
CIC
1133
Cornercap Investment Counsel
Georgia
$261K – – –
CLOS
1134
Compagnie Lombard Odier SCmA
Switzerland
$258K – – –
FCB
1135
First Command Bank
Texas
$258K +$254K +2,251 New
FCFS
1136
First Command Financial Services
Texas
$258K +$254K +2,251 New
KFP
1137
Keystone Financial Planning
Ohio
$254K – – –
FMWA
1138
Forvis Mazars Wealth Advisors
Missouri
$254K +$28.6K +254 +13%
BG
1139
Bollard Group
Massachusetts
$253K +$1.69K +15 +0.7%
SSW
1140
Smith Shellnut Wilson
Mississippi
$253K +$248K +2,203 New
ACM
1141
AUA Capital Management
Pennsylvania
$253K +$249K +2,208 New
NP
1142
NorthRock Partners
Minnesota
$252K -$16.1K -143 -6%
KTC
1143
Kistler-Tiffany Companies
Pennsylvania
$252K -$4.73K -42 -2%
PAM
1144
Palisade Asset Management
Minnesota
$251K +$11.3K +100 +5%
FTC
1145
Farmers Trust Company
Ohio
$251K +$12.4K +110 +5%
AB
1146
Atlas Brown
Kentucky
$249K – – –
RI
1147
Ridgewood Investments
New Jersey
$248K +$244K +2,165 New
ZIM
1148
Zacks Investment Management
Illinois
$247K -$4.7M -41,684 -95%
FPFS
1149
First Personal Financial Services
North Carolina
$247K – – –
SAM
1150
SignalPoint Asset Management
Missouri
$246K +$113 +1 +0%
44 45
46
47 48

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.