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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 %
IWA
1326
Intercontinental Wealth Advisors
Texas
– -$269K -2,507 Closed
FHAM
1327
Folger Hill Asset Management
New York
– -$252K -2,345 Closed
SSG
1328
Summit Securities Group
New York
– -$243K -2,269 Closed
PL
1329
Parkwood LLC
Ohio
– -$233K -2,174 Closed
TCM
1330
Tran Capital Management
California
– -$212K -1,980 Closed
OCM
1331
Oakwood Capital Management
California
– -$205K -1,910 Closed
RCA
1332
Rowland Carmichael Advisors
Arizona
– -$202K -1,887 Closed
Twin Tree Management
1333
Twin Tree Management
Texas
– -$167K -1,558 Closed
CAG
1334
Crestwood Advisors Group
Massachusetts
– -$160K -1,500 Closed
ABA
1335
American Beacon Advisors
Texas
– -$85.5K -797 Closed
AA
1336
Apriem Advisors
California
– -$72K -668 Closed
AII
1337
AGF Investments Inc
Ontario, Canada
– -$57K -530 Closed
MWM
1338
Mascoma Wealth Management
New Hampshire
– -$43K -400 Closed
PAI
1339
Pittenger & Anderson Inc
Nebraska
– -$38K -350 Closed
BIG
1340
Bellwether Investment Group
Tennessee
– -$31K -287 Closed
BKA
1341
Brick & Kyle Associates
Pennsylvania
– -$21K -200 Closed
QT
1342
Quantbot Technologies
New York
– -$19K -184 Closed
SP
1343
Symmetry Partners
Connecticut
– -$19K -178 Closed
CWM
1344
Catamount Wealth Management
Connecticut
– -$18K -170 Closed
AFIA
1345
America First Investment Advisors
Nebraska
– -$16K -150 Closed
WP
1346
WealthPLAN Partners
Nebraska
– -$13.8K -129 Closed
AWM
1347
AllSquare Wealth Management
New York
– -$11K -100 Closed
FWM
1348
Focused Wealth Management
New York
– -$8K -74 Closed
BC
1349
Barnett & Company
Tennessee
– -$6K -58 Closed
MFW
1350
Mosaic Family Wealth
Missouri
– -$5K -49 Closed
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