UPS icon

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 %
AL
1301
AJO LP
Pennsylvania
– -$6.94M -60,567 Closed
TG
1302
TCW Group
California
– -$6.48M -56,562 Closed
GCM
1303
Grisanti Capital Management
New York
– -$6.45M -56,287 Closed
AC
1304
Apertura Capital
Texas
– -$5.73M -50,000 Closed
Simplex Trading
1305
Simplex Trading
Illinois
– -$5.45M -47,518 Closed
MC
1306
Menta Capital
California
– -$5.19M -45,266 Closed
Voloridge Investment Management
1307
Voloridge Investment Management
Florida
– -$4.6M -40,152 Closed
MLL
1308
Moody Lynn & Lieberson
Massachusetts
– -$4.09M -35,653 Closed
FWCM
1309
First Western Capital Management
California
– -$3.99M -34,766 Closed
BCM
1310
Barometer Capital Management
Ontario, Canada
– -$3.71M -32,400 Closed
UFF
1311
USA Financial Formulas
Michigan
– -$3.53M -30,769 Closed
GCP
1312
GSA Capital Partners
United Kingdom
– -$3.23M -28,172 Closed
CAM
1313
Chesapeake Asset Management
New York
– -$3.2M -27,888 Closed
CIC
1314
Chilton Investment Company
Connecticut
– -$2.93M -25,562 Closed
SM
1315
SG3 Management
Puerto Rico
– -$2.92M -25,500 Closed
EGM
1316
Engineers Gate Manager
New York
– -$2.85M -24,874 Closed
HCMT
1317
Highland Capital Management (Texas)
Texas
– -$2.79M -24,316 Closed
GIA
1318
Gargoyle Investment Advisor
New Jersey
– -$2.56M -22,314 Closed
SAM
1319
Symphony Asset Management
California
– -$2.37M -20,693 Closed
ACM
1320
Alethea Capital Management
Washington
– -$2.14M -18,641 Closed
PP
1321
Pegasus Partners
Wisconsin
– -$2.1M -18,356 Closed
SFP
1322
Shepherd Financial Partners
Massachusetts
– -$1.97M -17,123 Closed
BSPF
1323
British Steel Pension Fund
United Kingdom
– -$1.93M -16,849 Closed
AAMU
1324
AEGON Asset Management (UK)
United Kingdom
– -$1.67M -14,523 Closed
TNBTD
1325
Trustmark National Bank Trust Department
Mississippi
– -$1.59M -13,868 Closed
51 52
53
54 55