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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 %
SFFS
1226
Stonehage Fleming Financial Services
Jersey
$29K – – –
MCM
1227
MV Capital Management
Maryland
$28K -$2.91K -26 -9%
PFGIA
1228
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
CIAN
1229
Capstone Investment Advisors (Netherlands)
New York
$28K +$28K +250 New
TFO
1230
Tarbox Family Office
California
$27K – – –
CCM
1231
Cribstone Capital Management
Maine
$26K -$7.75K -70 -23%
AF
1232
Allworth Financial
California
$25K -$1.65K -15 -6%
DPA
1233
Delphi Private Advisors
California
$24K +$24K +227 New
TWMP
1234
Taylor Wealth Management Partners
Massachusetts
$23K -$25.2K -225 -52%
GWA
1235
Guidant Wealth Advisors
Illinois
$22K – – –
IDBONY
1236
Israel Discount Bank of New York
New York
$22K – – –
LWA
1237
Lenox Wealth Advisors
New York
$22K +$112 +1 +0.5%
GWS
1238
Glassman Wealth Services
Virginia
$21K – – –
OFW
1239
Omnia Family Wealth
Florida
$21K +$5.61K +51 +36%
AC
1240
Alexandria Capital
Virginia
$21K +$14K +125 +198%
CAL
1241
Capital Advisors Ltd
Ohio
$20K – – –
HDIM
1242
Hanson & Doremus Investment Management
Vermont
$20K +$769 +7 +4%
CFN
1243
Cordasco Financial Network
Florida
$17K – – –
SBL
1244
Sargent Bickham Lagudis
Colorado
$17K +$113 +1 +0.7%
NCM
1245
New Capital Management
Texas
$16K – – –
EWM
1246
Endurance Wealth Management
Rhode Island
$14K – – –
CHP
1247
Cable Hill Partners
Oregon
$13K – – –
CJA
1248
C-J Advisory
California
$12K – – –
AA
1249
AlphaMark Advisors
Kentucky
$11K – – –
RCG
1250
Ruggie Capital Group
Florida
$11K – – –
48 49
50
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