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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$793M
3
Parnassus Investments
3
Parnassus Investments
California
$713M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$168M
5
PPA
5
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$171M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1276
IHT Wealth Management
Illinois
$5 -$1 -136 -14%
Boston Partners
1277
Boston Partners
Massachusetts
– -$235M -2,194,524 Closed
Westfield Capital Management
1278
Westfield Capital Management
Massachusetts
– -$101M -941,891 Closed
AIM
1279
Allen Investment Management
New York
– -$46.9M -436,738 Closed
RG
1280
Renaissance Group
Kentucky
– -$28.1M -261,610 Closed
AAM
1281
Ardevora Asset Management
United Kingdom
– -$20.4M -189,803 Closed
LSV Asset Management
1282
LSV Asset Management
Illinois
– -$20.1M -187,650 Closed
Jacobs Levy Equity Management
1283
Jacobs Levy Equity Management
New Jersey
– -$11.5M -107,490 Closed
CGT
1284
Capital Guardian Trust
California
– -$9.52M -88,714 Closed
SAM
1285
Strategy Asset Managers
California
– -$8.45M -78,713 Closed
CI Investments Inc
1286
CI Investments Inc
Ontario, Canada
– -$6.26M -58,300 Closed
GCA
1287
Greenwood Capital Associates
South Carolina
– -$4.97M -46,272 Closed
PAM
1288
PVG Asset Management
Colorado
– -$4.27M -39,768 Closed
CCA
1289
Catalyst Capital Advisors
New York
– -$3.86M -35,974 Closed
TCM
1290
Twin Capital Management
Pennsylvania
– -$3.86M -35,970 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1291
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.55M -33,081 Closed
AC
1292
Allstate Corporation
Illinois
– -$3.51M -32,713 Closed
HHC
1293
Hutchin Hill Capital
New York
– -$3.26M -30,388 Closed
BCM
1294
BlueCrest Capital Management
Jersey
– -$2.76M -25,755 Closed
HSA
1295
Hussman Strategic Advisors
Maryland
– -$2.68M -25,000 Closed
Capital Fund Management (CFM)
1296
Capital Fund Management (CFM)
France
– -$2.65M -24,704 Closed
FP
1297
FDO Partners
Massachusetts
– -$2.61M -24,328 Closed
MWNA
1298
Marshall Wace North America
New York
– -$2.21M -20,672 Closed
OSAM
1299
O'Shaughnessy Asset Management
Connecticut
– -$2.18M -20,267 Closed
Susquehanna International Group
1300
Susquehanna International Group
Pennsylvania
– -$2.17M -20,183 Closed
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