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United Parcel Service
UPS

1,318 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, 466 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 55

88% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.02B

7% more funds holding in top 10

Funds holding in top 10: 54 → 58 (+4)

7% more capital invested

Capital invested by funds: $50.8B → $54.3B (+$3.55B)

6% more funds holding

Funds holding: 1,240 → 1,318 (+78)

0.56% more ownership

Funds ownership: 68.24% → 68.79% (+0.56%)

10% less repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 515

Holders
1,318
Holders Change
+78
Holders Change %
+6.29%
% of All Funds
32.94%
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
466
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

Rank Fund Capital Flow
1
FNBT
FineMark National Bank & Trust
Florida
+$225M
2
PPA
Parametric Portfolio Associates
Washington
+$158M
3
Renaissance Technologies
Renaissance Technologies
New York
+$147M
4
EIP
Epoch Investment Partners
New York
+$145M
5
Asset Management One
Asset Management One
Japan
+$128M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$190M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
3
MTB
Mizuho Trust & Banking
Japan
-$124M
4
TCM
Tran Capital Management
California
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLT
1251
New York Life Trust
New York
$39K +$10.1K +90 +37%
SIMG
1252
Stephens Investment Management Group
Texas
$38K – – –
SIC
1253
Salem Investment Counselors
North Carolina
$38K +$3.49K +31 +10%
BWP
1254
Baldwin Wealth Partners
Massachusetts
$36K – – –
HWM
1255
Holloway Wealth Management
Florida
$35K – – –
CCM
1256
Cribstone Capital Management
Maine
$34K -$2.82K -25 -8%
MWM
1257
MinichMacGregor Wealth Management
New York
$34K – – –
IDBONY
1258
Israel Discount Bank of New York
New York
$34K +$33.8K +300 New
MCM
1259
MV Capital Management
Maryland
$32K – – –
WAS
1260
WESPAC Advisors SoCal
California
$31.3K – – –
ACM
1261
Armbruster Capital Management
New York
$30K – – –
SFFS
1262
Stonehage Fleming Financial Services
Jersey
$30K – – –
DSC
1263
Duncker Streett & Co
Missouri
$29K – – –
TFO
1264
Tarbox Family Office
California
$28K – – –
HTHT
1265
Hemenway Trust Hemenway Trust
New Hampshire
$28K +$27.3K +242 New
OFW
1266
Omnia Family Wealth
Florida
$27K +$26.7K +237 New
FAN
1267
Financial Advisors Network
California
$25.2K +$24.1K +214 New
WIM
1268
Westside Investment Management
California
$23.7K +$23.4K +208 New
GWA
1269
Guidant Wealth Advisors
Illinois
$23K -$113 -1 -0.5%
AII
1270
AGF Investments Inc
Ontario, Canada
$23K – – –
BKA
1271
Brick & Kyle Associates
Pennsylvania
$23K – – –
LWA
1272
Lenox Wealth Advisors
New York
$22K +$113 +1 +0.5%
GWS
1273
Glassman Wealth Services
Virginia
$22K +$1.47K +13 +7%
JCM
1274
Jacobi Capital Management
Pennsylvania
$21K -$20.2K -179 -50%
CAL
1275
Capital Advisors Ltd
Ohio
$21K – – –
49 50
51
52 53

UPS Hedge Fund Activity: Q4 2016 in Review

1,318 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2016, worth a combined $54.3B — up 7% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new UPS positions and 55 closed out — a net gain of 98 holders — while 466 added to existing stakes and 515 trimmed.

The largest buyer was FineMark National Bank & Trust, adding an estimated $225M. The largest seller was Ameriprise, cutting an estimated $190M.

  • 1,318 institutional investors held United Parcel Service (UPS) as of Q4 2016, up from 1,240 in Q3 2016.
  • Funds reported $54.3B of United Parcel Service stock for Q4 2016, up 7% quarter-over-quarter.
  • 153 funds opened new United Parcel Service positions in Q4 2016 and 55 closed out, a net change of +98 holders.
  • The largest United Parcel Service buyer in Q4 2016 was FineMark National Bank & Trust, an estimated $225M added.
  • The largest United Parcel Service seller in Q4 2016 was Ameriprise, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.