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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
BlackRock
New York
$4.83B
2
Lazard Asset Management
Lazard Asset Management
New York
$519M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
4
Two Sigma Advisers
Two Sigma Advisers
New York
$170M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.15B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$341M
2
AAMU
Amundi Asset Management US
Massachusetts
$80.5M
3
APG Asset Management
APG Asset Management
Netherlands
$51.6M
4
PPA
Parametric Portfolio Associates
Washington
$127M
5
Norges Bank
Norges Bank
Norway
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1276
Tortoise Investment Management
New York
$3K – – –
FPTW
1277
Franklin, Parlapiano, Turner & Welch
Texas
$3K +$3K +25 New
ST
1278
Somerset Trust
Pennsylvania
$3K +$3K +32 New
FFW
1279
Fusion Family Wealth
New York
$2K -$13.7K -137 -87%
WAM
1280
Watermark Asset Management
California
$2K +$2K +18 New
TFA
1281
Transamerica Financial Advisors
Florida
$1K -$667 -2 -40%
WCM
1282
Wealthcare Capital Management
Virginia
$1K – – –
PCFFS
1283
Pacific Center for Financial Services
California
$1K – – –
SLF
1284
Sun Life Financial
Ontario, Canada
$372 -$19 -2 -5%
AP
1285
Advisors Preferred
Maryland
$368 -$88 -824 -19%
MC
1286
Montag & Caldwell
Georgia
– -$117M -1,016,514 Closed
HMP
1287
HS Management Partners
New York
– -$108M -942,406 Closed
Diamond Hill Capital Management
1288
Diamond Hill Capital Management
Ohio
– -$83M -723,735 Closed
FPP
1289
Findlay Park Partners
United Kingdom
– -$69.1M -602,415 Closed
N
1290
Natixis
France
– -$50.7M -442,354 Closed
Millennium Management
1291
Millennium Management
New York
– -$43.9M -383,260 Closed
BAPIM
1292
British Airways Pensions Investment Management
United Kingdom
– -$38.8M -338,752 Closed
CPC
1293
Cookson Peirce & Co
Pennsylvania
– -$18.3M -159,495 Closed
CIM
1294
Calvert Investment Management
Maryland
– -$18.1M -158,260 Closed
GAM
1295
Gotham Asset Management
New York
– -$15.4M -134,362 Closed
BIC
1296
Beach Investment Counsel
Pennsylvania
– -$13.7M -119,296 Closed
NIMC
1297
NWQ Investment Management Company
California
– -$12M -104,538 Closed
QIM
1298
Quantitative Investment Management
Virginia
– -$9.61M -83,800 Closed
CCM
1299
Century Capital Management
Massachusetts
– -$9.54M -83,218 Closed
JMFC
1300
J.M. Forbes & Co
Massachusetts
– -$7.11M -61,992 Closed
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