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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$934M
2
Bank of America
Bank of America
North Carolina
$1.63B
3
Federated Hermes
Federated Hermes
Pennsylvania
$310M
4
Two Sigma Investments
Two Sigma Investments
New York
$133M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.91B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
3
State Street
State Street
Massachusetts
$3.26B
4
SI
Sentry Investments
Ontario, Canada
$126M
5
American Century Companies
American Century Companies
Missouri
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1276
AlphaMark Advisors
Kentucky
$12K – – –
DOA
1277
D'Orazio & Associates
Virginia
$12K – – –
AWM
1278
AllSquare Wealth Management
New York
$12K +$12K +100 New
RAM
1279
Riggs Asset Management
Pennsylvania
$10K – – –
RIA
1280
RPG Investment Advisory
California
$8K – – –
HFM
1281
Hartford Financial Management
Connecticut
$8K – – –
LYV
1282
Live Your Vision
Pennsylvania
$8K – – –
AWM
1283
Avior Wealth Management
Nebraska
$8K +$8K +64 New
SA
1284
SRH Advisors
Kansas
$7K – – –
TDC
1285
Thompson Davis & Co
Virginia
$6K -$60K -500 -91%
WWM
1286
Willingdon Wealth Management
North Carolina
$6K +$6K +50 New
SC
1287
SouthState Corp
Florida
$5.11K -$37 -306 -0.7%
MFT
1288
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +38 New
CT
1289
Chicago Trust
Illinois
$4.06K -$24 -199 -0.6%
CFD
1290
Creative Financial Designs
Indiana
$4K -$8.13K -61 -67%
ARMC
1291
American Research & Management Company
Massachusetts
$4K – – –
RFA
1292
Reilly Financial Advisors
California
$4K +$4K +36 New
TIM
1293
Tortoise Investment Management
New York
$3K – – –
HIM
1294
Hillsdale Investment Management
Ontario, Canada
$2K -$1.33K -10 -40%
PCFFS
1295
Pacific Center for Financial Services
California
$2K – – –
WAM
1296
Watermark Asset Management
California
$2K – – –
OFS
1297
Orrstown Financial Services
Pennsylvania
$2K +$2K +13 New
TFA
1298
Transamerica Financial Advisors
Florida
$1K -$500 -1 -33%
WCM
1299
Wealthcare Capital Management
Virginia
$1K – – –
ACM
1300
Aviance Capital Management
Florida
$1K +$1K +10 New
50 51
52
53 54