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United Parcel Service
UPS

Overview Fund Activity

1,316 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, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
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
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
1
FineMark National Bank & Trust
Florida
$240M
2
PPA
2
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$149M
4
EIP
4
Epoch Investment Partners
New York
$314M
5
Asset Management One
5
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$629M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
TCM
3
Tran Capital Management
California
$3.9M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
1276
Central Bank & Trust
Kentucky
$19K – – –
CHP
1277
Cable Hill Partners
Oregon
$17K -$944 -8 -5%
CFN
1278
Cordasco Financial Network
Florida
$17K – – –
NCM
1279
New Capital Management
Texas
$17K +$17K +150 New
FFW
1280
Fusion Family Wealth
New York
$17K +$17K +157 New
HR
1281
Howe & Rusling
New York
$15K – – –
EWM
1282
Endurance Wealth Management
Rhode Island
$14K – – –
Lazard Asset Management
1283
Lazard Asset Management
New York
$12K – – –
MMG
1284
Monetary Management Group
Missouri
$11K – – –
DOA
1285
D'Orazio & Associates
Virginia
$11K – – –
AA
1286
AlphaMark Advisors
Kentucky
$11K – – –
AWM
1287
AllSquare Wealth Management
New York
$11K – – –
BWA
1288
Burt Wealth Advisors
Maryland
$9K -$5.84K -50 -39%
DPA
1289
Delphi Private Advisors
California
$9K -$2.25K -19 -20%
HIM
1290
Hillsdale Investment Management
Ontario, Canada
$9K +$1.13K +10 +14%
AWM
1291
Avior Wealth Management
Nebraska
$9K +$9K +81 New
FWM
1292
Focused Wealth Management
New York
$8K – – –
KIG
1293
Kessler Investment Group
Indiana
$8K – – –
HFM
1294
Hartford Financial Management
Connecticut
$8K – – –
LYV
1295
Live Your Vision
Pennsylvania
$8K +$119 +1 +2%
BC
1296
Barnett & Company
Tennessee
$7K -$22.3K -185 -76%
SA
1297
SRH Advisors
Kansas
$7K – – –
AC
1298
Alexandria Capital
Virginia
$7K – – –
CF
1299
CenterStar Fund
Illinois
$7K -$108K – –
CFD
1300
Creative Financial Designs
Indiana
$7K +$7K +60 New
50 51
52
53 54