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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
1
Epoch Investment Partners
New York
$145M
2
TCIM
2
TIAA CREF Investment Management
New York
$443M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$97.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.59B
5
Prudential Financial
5
Prudential Financial
New Jersey
$191M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$0
2
SA
2
SQ Advisors
Florida
$0
3
BA
3
BlackRock Advisors
Delaware
$352M
4
MG
4
Markel Group
Virginia
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
1276
Polaris Wealth Advisory Group
California
– -$409K -4,248 Closed
Jacobs Levy Equity Management
1277
Jacobs Levy Equity Management
New Jersey
– -$352K -3,660 Closed
CAMG
1278
CWA Asset Management Group
Florida
– -$331K -3,442 Closed
OHS
1279
Odey Holdings (Switzerland)
Switzerland
– -$313K -3,257 Closed
TCB
1280
Texas Capital Bancshares
Texas
– -$281K -2,925 Closed
ZCA
1281
Zeke Capital Advisors
Pennsylvania
– -$254K -2,640 Closed
PP
1282
Palladium Partners
Virginia
– -$245K -2,542 Closed
HT
1283
HighTower Trust
Texas
– -$244K -2,533 Closed
CT
1284
Cambridge Trust
Massachusetts
– -$226K -2,353 Closed
BDF
1285
Balasa Dinverno & Foltz
– -$215K -2,236 Closed
YP
1286
Yellowstone Partners
Idaho
– -$214K -2,226 Closed
VVP
1287
Vulcan Value Partners
Alabama
– -$214K -2,225 Closed
IIM
1288
Ironwood Investment Management
Massachusetts
– -$201K -2,086 Closed
HSA
1289
Hussman Strategic Advisors
Maryland
– -$154K -1,600 Closed
AWM
1290
Arbor Wealth Management
Florida
– -$117K -1,197 Closed
LOT
1291
Lombard Odier Transatlantic
Quebec, Canada
– -$101K -1,050 Closed
HA
1292
Harfst & Associates
Wyoming
– -$55K -577 Closed
KCPG
1293
Kavar Capital Partners Group
Kansas
– -$49K -517 Closed
AIA
1294
Allegis Investment Advisors
Idaho
– -$49K -510 Closed
HTHT
1295
Hemenway Trust Hemenway Trust
New Hampshire
– -$31K -317 Closed
CPIG
1296
Chicago Partners Investment Group
Illinois
– -$10K -100 Closed
AA
1297
Apriem Advisors
California
– -$9K -96 Closed
PR
1298
Payden & Rygel
California
– -$7K -73 Closed
MUS
1299
Mitsubishi UFJ Securities
Japan
– -$6K -60 Closed
PCM
1300
Penserra Capital Management
California
– -$5K -56 Closed
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