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United Parcel Service
UPS

1,318 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, 466 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 55

88% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.02B

7% more funds holding in top 10

Funds holding in top 10: 54 → 58 (+4)

7% more capital invested

Capital invested by funds: $50.8B → $54.3B (+$3.55B)

6% more funds holding

Funds holding: 1,240 → 1,318 (+78)

0.56% more ownership

Funds ownership: 68.24% → 68.79% (+0.56%)

10% less repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 515

Holders
1,318
Holders Change
+78
Holders Change %
+6.29%
% of All Funds
32.94%
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
466
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

Rank Fund Capital Flow
1
FNBT
FineMark National Bank & Trust
Florida
+$225M
2
PPA
Parametric Portfolio Associates
Washington
+$158M
3
Renaissance Technologies
Renaissance Technologies
New York
+$147M
4
EIP
Epoch Investment Partners
New York
+$145M
5
Asset Management One
Asset Management One
Japan
+$128M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$190M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
3
MTB
Mizuho Trust & Banking
Japan
-$124M
4
TCM
Tran Capital Management
California
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1301
SRH Advisors
Kansas
$7K – – –
CFD
1302
Creative Financial Designs
Indiana
$7K +$6.76K +60 New
SBL
1303
Sargent Bickham Lagudis
Colorado
$6K -$16.8K -149 -75%
RFA
1304
Reilly Financial Advisors
California
$6K – – –
WA
1305
WealthTrust-Arizona
Arizona
$6K – – –
LS
1306
Livforsakringsbolaget Skandia
Sweden
$4.86K -$2.77M -24,621 -37%
RAM
1307
Riggs Asset Management
Pennsylvania
$4K -$789 -7 -15%
ARMC
1308
American Research & Management Company
Massachusetts
$4K – – –
BCFS
1309
Butensky & Cohen Financial Security
Florida
$4K – – –
MFW
1310
Mosaic Family Wealth
Missouri
$4K – – –
LWA
1311
Lowe Wealth Advisors
Maryland
$3K -$13.1K -116 -82%
TIM
1312
Tortoise Investment Management
New York
$3K – – –
PO
1313
Private Ocean
California
$2K +$2.14K +19 New
TFA
1314
Transamerica Financial Advisors
Florida
$1K -$1.92K -17 -77%
JIR
1315
James Investment Research
Ohio
$1K – – –
WCM
1316
Wealthcare Capital Management
Virginia
$1K – – –
PCFFS
1317
Pacific Center for Financial Services
California
$1K +$1.47K +13 New
PK
1318
Pflug Koory
Nebraska
$449 +$442K +3,920 New
SLF
1319
Sun Life Financial
Ontario, Canada
$370 +$4.73K +42 New
BFM
1320
Boothbay Fund Management
New York
$326 -$201K -1,786 -39%
FPF
1321
FNY Partners Fund
New York
$97 +$95.3K +846 New
MTB
1322
Mizuho Trust & Banking
Japan
– -$124M -1,134,716 Closed
Capital International Investors
1323
Capital International Investors
California
– -$72.8M -666,000 Closed
IGIM
1324
I.G. Investment Management
Manitoba, Canada
– -$35.2M -321,819 Closed
UOC
1325
UBS O'Connor
Illinois
– -$20.3M -185,491 Closed
51 52
53
54 55

UPS Hedge Fund Activity: Q4 2016 in Review

1,318 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2016, worth a combined $54.3B — up 7% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new UPS positions and 55 closed out — a net gain of 98 holders — while 466 added to existing stakes and 515 trimmed.

The largest buyer was FineMark National Bank & Trust, adding an estimated $225M. The largest seller was Ameriprise, cutting an estimated $190M.

  • 1,318 institutional investors held United Parcel Service (UPS) as of Q4 2016, up from 1,240 in Q3 2016.
  • Funds reported $54.3B of United Parcel Service stock for Q4 2016, up 7% quarter-over-quarter.
  • 153 funds opened new United Parcel Service positions in Q4 2016 and 55 closed out, a net change of +98 holders.
  • The largest United Parcel Service buyer in Q4 2016 was FineMark National Bank & Trust, an estimated $225M added.
  • The largest United Parcel Service seller in Q4 2016 was Ameriprise, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.