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United Parcel Service
UPS

Overview Fund Activity

1,238 hedge funds and large institutions have $50.8B invested in United Parcel Service in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 473 increasing their positions, 498 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
33.08%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
1.44%
New
77
Increased
473
Reduced
498
Closed
48
Calls
$1.64B
Puts
$1.02B
Net Calls
+$623M
Net Calls Change
-$12.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$3B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.95B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$113M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$111M
5
Citigroup
5
Citigroup
New York
$85.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B
2
Franklin Resources
2
Franklin Resources
California
$589M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$156M
4
FPP
4
Findlay Park Partners
United Kingdom
$0
5
MC
5
Montag & Caldwell
Georgia
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPC
1251
Loeb Partners Corp
New York
– -$5.31M -49,300 Closed
LOAMU
1252
Lombard Odier Asset Management (USA)
New York
– -$2.37M -22,024 Closed
Tudor Investment Corp
1253
Tudor Investment Corp
Connecticut
– -$1.85M -17,200 Closed
Twin Tree Management
1254
Twin Tree Management
Texas
– -$1.71M -15,887 Closed
PWW
1255
Pettyjohn Wood & White
Virginia
– -$1.6M -14,824 Closed
REMPR
1256
Roof Eidam Maycock Peralta (REMP)
California
– -$1.59M -14,750 Closed
Northwestern Mutual Wealth Management
1257
Northwestern Mutual Wealth Management
Wisconsin
– -$1.37M -12,693 Closed
TRCT
1258
Tower Research Capital (TRC)
New York
– -$1.26M -11,740 Closed
ADBIC
1259
A.D. Beadell Investment Counsel
Wisconsin
– -$1.08M -10,045 Closed
HAM
1260
Highstreet Asset Management
Ontario, Canada
– -$1.06M -9,865 Closed
TNB
1261
Thomasville National Bank
Georgia
– -$1.05M -9,736 Closed
PAM
1262
Princeton Alpha Management
New Jersey
– -$1M -9,323 Closed
CAG
1263
Crestwood Advisors Group
Massachusetts
– -$893K -8,287 Closed
SCM
1264
Schnieders Capital Management
California
– -$630K -5,846 Closed
TC
1265
Toews Corporation
New Jersey
– -$603K -5,600 Closed
MGIA
1266
Moneta Group Investment Advisors
Missouri
– -$508K -4,720 Closed
PAIA
1267
Park Avenue Institutional Advisers
New York
– -$469K -4,352 Closed
NIT
1268
NumerixS Investment Technologies
British Columbia, Canada
– -$420K -3,900 Closed
WBG
1269
Wharton Business Group
Pennsylvania
– -$396K -3,680 Closed
ZF
1270
Zhang Financial
Michigan
– -$339K -3,151 Closed
LOAMS
1271
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$310K -2,877 Closed
Handelsbanken Fonder
1272
Handelsbanken Fonder
Sweden
– -$286K -2,658 Closed
VHAM
1273
Van Hulzen Asset Management
California
– -$275K -2,553 Closed
DSA
1274
Davis Selected Advisers
Arizona
– -$271K -2,512 Closed
QC
1275
QCM Cayman
Texas
– -$239K -2,215 Closed
48 49 50
51
52