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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 %
HR
1201
Howe & Rusling
New York
$6K – – –
WA
1202
WealthTrust-Arizona
Arizona
$6K – – –
SA
1203
SRH Advisors
Kansas
$6K – – –
AC
1204
Alexandria Capital
Virginia
$6K – – –
WAS
1205
WESPAC Advisors SoCal
California
$5.27K +$5.27K +50 New
CAL
1206
Capital Analysts LLC
Pennsylvania
$4.25K +$4.25K +40 New
ARMC
1207
American Research & Management Company
Massachusetts
$4K – – –
HIM
1208
Hillsdale Investment Management
Ontario, Canada
$4K +$1.14K +10 +40%
DSN
1209
D. Scott Neal
Kentucky
$3K – – –
TIM
1210
Tortoise Investment Management
New York
$3K – – –
BCFS
1211
Butensky & Cohen Financial Security
Florida
$3K – – –
UMA
1212
USA Mutuals Advisors
Texas
$3K – – –
LWA
1213
Lowe Wealth Advisors
Maryland
$3K – – –
MFW
1214
Mosaic Family Wealth
Missouri
$3K – – –
WAMC
1215
Western Asset Management Company
California
$3K +$3K +22 New
HFM
1216
Hartford Financial Management
Connecticut
$3K +$3K +36 New
SJIM
1217
St. Johns Investment Management
Florida
$2K – – –
ANBT
1218
American National Bank & Trust
Texas
$2K – – –
AWMS
1219
Advocacy Wealth Management Services
Georgia
$1K -$33K -363 -97%
WCM
1220
Wealthcare Capital Management
Virginia
$1K – – –
UFA
1221
US Financial Advisors
Massachusetts
$1K – – –
LP
1222
LMR Partners
United Kingdom
$493 +$493 +4,678 New
HW
1223
Hancock Whitney
Mississippi
$246 -$15 -140 -6%
EWM
1224
Endurance Wealth Management
Rhode Island
$13 – – –
GA
1225
Greenhaven Associates
New York
– -$197M -2,044,758 Closed
47 48
49
50 51