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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 %
CT
1176
Cambridge Trust
Massachusetts
$207K +$207K +1,807 New
RMDI
1177
R.M. Davis Inc
Maine
$206K +$206K +1,794 New
BCM
1178
Bluefin Capital Management
New York
$206K +$206K +1,800 New
BTIS
1179
BB&T Investment Services
North Carolina
$204K +$204K +1,789 New
Cohen & Steers
1180
Cohen & Steers
New York
$197K -$21K -183 -10%
VIM
1181
Veritas Investment Management
United Kingdom
$195K – – –
EFSCE
1182
Enterprise Financial Services Corp (EFSC)
Missouri
$191K +$6.63K +58 +4%
MA
1183
MCF Advisors
Kentucky
$180K – – –
KT
1184
Kanaly Trust
Texas
$179K +$23K +200 +15%
LJHT
1185
Laurie J. Hall Trustee
$173K +$173K +1,500 New
GBBWRPM
1186
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$169K +$574 +5 +0.3%
TWA
1187
TCI Wealth Advisors
Arizona
$157K +$11.4K +100 +8%
NCM
1188
Nelson Capital Management
California
$156K – – –
TC
1189
Trust Company
Kansas
$154K -$2.87K -25 -2%
SCA
1190
Stuart Chaussee & Associates
California
$140K – – –
ADL
1191
Asset Dedication LLC
California
$140K – – –
OSNBOA
1192
Old Second National Bank of Aurora
Illinois
$136K – – –
FANJ
1193
Financial Architects (New Jersey)
New Jersey
$130K +$228 +2 +0.2%
SNT
1194
Security National Trust
West Virginia
$130K +$4.9K +43 +4%
BIG
1195
Bellwether Investment Group
Tennessee
$130K +$130K +1,130 New
VCM
1196
Vigilant Capital Management
Maine
$129K – – –
AAP
1197
Arax Advisory Partners
Colorado
$125K +$125K +1,087 New
CAW
1198
Cornerstone Advisors (Washington)
Washington
$123K -$9.63K -84 -7%
SPIA
1199
Steward Partners Investment Advisory
New York
$119K +$119K +1,039 New
GRP
1200
Global Retirement Partners
California
$118K +$118K +1,027 New
46 47
48
49 50