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United Parcel Service
UPS

Overview Fund Activity

1,223 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 467 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,223
Holders Change
+7
Holders Change %
+0.58%
% of All Funds
32.64%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
501
Reduced
467
Closed
78
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$145M
2
TCIM
TIAA CREF Investment Management
New York
$443M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$97.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.59B
5
Prudential Financial
Prudential Financial
New Jersey
$191M

Top Sellers

1
GA
Greenhaven Associates
New York
$0
2
SA
SQ Advisors
Florida
$0
3
BA
BlackRock Advisors
Delaware
$352M
4
MG
Markel Group
Virginia
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1176
Lenox Wealth Advisors
New York
$20K +$106 +1 +0.5%
CHP
1177
Cable Hill Partners
Oregon
$19K -$1.22K -11 -6%
GWS
1178
Glassman Wealth Services
Virginia
$19K – – –
BWA
1179
Burt Wealth Advisors
Maryland
$19K – – –
FAM
1180
Formidable Asset Management
Ohio
$18K -$931 -9 -5%
GXMC
1181
Global X Management Company
New York
$17K +$15K +144 +758%
TSU
1182
TD Securities (USA)
New York
$16K – – –
FCCM
1183
First City Capital Management
Georgia
$15.3K -$12.7K -120 -45%
PMFA
1184
Plante Moran Financial Advisors
Michigan
$15K -$25.1K -243 -63%
SIG
1185
Stanford Investment Group
California
$15K +$15K +140 New
MIM
1186
Marco Investment Management
Georgia
$14.2K -$480 -4,550 -3%
PFG
1187
Piershale Financial Group
Illinois
$14K +$106 +1 +0.8%
AIM
1188
Advantage Investment Management
Iowa
$14K +$6.23K +57 +80%
FWM
1189
Focused Wealth Management
New York
$13K – – –
AIS
1190
Accurate Investment Solutions
Pennsylvania
$12K +$1.33K +13 +13%
KFA
1191
Kelleher Financial Advisors
New York
$12K +$12K +122 New
BL
1192
Balentine LLC
Georgia
$11K -$4.95K -45 -31%
Lazard Asset Management
1193
Lazard Asset Management
New York
$11K – – –
AWM
1194
AllSquare Wealth Management
New York
$11K – – –
PHK
1195
Point72 Hong Kong
Hong Kong
$11K +$11K +100 New
DOA
1196
D'Orazio & Associates
Virginia
$10K – – –
Nuveen Asset Management
1197
Nuveen Asset Management
Illinois
$9.31K +$2.25K +21,335 +32%
IR
1198
Invictus RG
Bermuda
$9K +$9K +86 New
KIG
1199
Kessler Investment Group
Indiana
$7K – – –
CAL
1200
Capital Advisors Ltd
Ohio
$7K – – –
46 47
48
49 50