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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 %
Koshinski Asset Management
1151
Koshinski Asset Management
Illinois
$237K +$22.3K +195 +10%
DBIA
1152
Dumont & Blake Investment Advisors
New Jersey
$236K +$4.59K +40 +2%
PHK
1153
Point72 Hong Kong
Hong Kong
$234K +$234K +2,042 New
AW
1154
Alpha Windward
Massachusetts
$232K +$26.2K +229 +13%
LA
1155
Legacy Advisors
Pennsylvania
$231K +$231K +2,020 New
SWA
1156
Sutton Wealth Advisors
Florida
$231K – – –
SM
1157
Salzhauer Michael
$228K – – –
ATC
1158
Argent Trust Co
Tennessee
$224K -$66.6K -580 -23%
PFP
1159
Pinnacle Financial Partners
Tennessee
$223K -$391K -3,406 -64%
CBTWT
1160
Community Bank & Trust (Waco, Texas)
Texas
$221K -$7.46K -65 -3%
TSWM
1161
Triangle Securities Wealth Management
North Carolina
$221K -$2.86K -25 -1%
YMRC
1162
Yorktown Management & Research Company
Virginia
$221K +$221K +1,925 New
RW
1163
Rand Wealth
Maryland
$220K -$11.5K -100 -5%
SFWA
1164
Summit Financial Wealth Advisors
Louisiana
$219K +$1.26K +11 +0.6%
MCM
1165
Maryland Capital Management
Maryland
$218K +$218K +1,900 New
PA
1166
Parallel Advisors
California
$218K +$218K +1,905 New
LIM
1167
Loudon Investment Management
New Hampshire
$217K – – –
ACM
1168
Alta Capital Management
Utah
$217K – – –
RGC
1169
Roberts, Glore & Co
Illinois
$215K – – –
CFG
1170
Citizens Financial Group
Rhode Island
$214K -$23.1K -201 -10%
RIM
1171
Regent Investment Management
Kentucky
$214K -$11.6K -101 -5%
CFA
1172
Capstone Financial Advisors
Illinois
$212K -$7.47K -65 -3%
GLA
1173
Good Life Advisors
Pennsylvania
$211K +$211K +1,824 New
HT
1174
HighTower Trust
Texas
$209K +$209K +1,823 New
EP
1175
Edgestream Partners
New Jersey
$207K +$207K +1,803 New
45 46
47
48 49