UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$793M
3
Parnassus Investments
3
Parnassus Investments
California
$713M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$168M
5
PPA
5
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$171M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$59.6M +$2.14M +19,373 +4%
MHI
102
Miller Howard Investments
New York
$59M -$2.12M -19,182 -3%
RRAM
103
River Road Asset Management
Kentucky
$58.5M -$1.12M -10,123 -2%
National Pension Service
104
National Pension Service
South Korea
$58.3M +$5.07M +46,161 +10%
First Trust Advisors
105
First Trust Advisors
Illinois
$58.1M +$10.9M +98,348 +23%
BTS
106
BB&T Securities
Virginia
$56.5M -$26M -235,126 -32%
GT
107
Glenmede Trust
Pennsylvania
$55.2M – – –
SP
108
Sarasin & Partners
United Kingdom
$54.6M -$1.72M -15,571 -3%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.2M -$43.7K -395 -0.1%
FFA
110
First Foundation Advisors
California
$52.8M +$17.4M +157,124 +49%
TCM
111
Tetrem Capital Management
Manitoba, Canada
$52.1M +$678K +6,127 +1%
GC
112
Guggenheim Capital
Illinois
$51.5M +$2.19M +19,785 +4%
CSIC
113
Clifford Swan Investment Counsel
California
$51.2M +$1.3M +11,789 +3%
BTW
114
Boston Trust Walden
Massachusetts
$51.1M -$934K -8,450 -2%
DRZID
115
DePrince Race & Zollo Inc (DRZ)
Florida
$50.7M +$172K +1,552 +0.3%
Axa
116
Axa
France
$50.3M -$2.13M -19,293 -4%
Aviva
117
Aviva
United Kingdom
$49.6M +$476K +4,300 +1%
IP
118
Interval Partners
New York
$49.1M +$49.1M +444,410 New
PI
119
PGGM Investments
Netherlands
$48.7M -$474K -4,287 -1%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$48.4M +$2.1M +18,989 +5%
AA
121
ALPS Advisors
Colorado
$48.3M -$740K -6,695 -2%
SO
122
STRS Ohio
Ohio
$48.3M +$428K +3,874 +0.9%
SIC
123
Schwartz Investment Counsel
Michigan
$45M +$1.77M +16,000 +4%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$43.7M -$15.3M -138,012 -26%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$43.3M -$608K -5,501 -1%
3 4
5
6 7