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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
1
BlackRock
New York
$4.83B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$519M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.61B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.15B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$341M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$80.5M
3
APG Asset Management
3
APG Asset Management
Netherlands
$51.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$127M
5
Norges Bank
5
Norges Bank
Norway
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1376
Cambridge Trust
Massachusetts
– -$207K -1,807 Closed
EP
1377
Edgestream Partners
New Jersey
– -$207K -1,803 Closed
BCM
1378
Bluefin Capital Management
New York
– -$206K -1,800 Closed
ACM
1379
Americafirst Capital Management
California
– -$96.9K -845 Closed
WAM
1380
Wolverine Asset Management
Illinois
– -$91K -800 Closed
RPG
1381
Risk Paradigm Group
Texas
– -$86K -750 Closed
JIC
1382
Joel Isaacson & Co
New York
– -$80K -700 Closed
MUS
1383
Mitsubishi UFJ Securities
Japan
– -$75K -650 Closed
FA
1384
Friess Associates
Delaware
– -$66K -576 Closed
AFA
1385
Abacus FCF Advisors
Florida
– -$58K -510 Closed
EF
1386
Empirical Finance
Pennsylvania
– -$47K -405 Closed
ECM
1387
Elgethun Capital Management
South Dakota
– -$46K -400 Closed
NYLT
1388
New York Life Trust
New York
– -$39K -336 Closed
WAS
1389
WESPAC Advisors SoCal
California
– -$31.3K -273 Closed
ACM
1390
Armbruster Capital Management
New York
– -$30K -263 Closed
HTHT
1391
Hemenway Trust Hemenway Trust
New Hampshire
– -$28K -242 Closed
FAN
1392
Financial Advisors Network
California
– -$25.2K -214 Closed
AWM
1393
Avior Wealth Management
Nebraska
– -$9K -81 Closed
BWA
1394
Burt Wealth Advisors
Maryland
– -$9K -77 Closed
DPA
1395
Delphi Private Advisors
California
– -$9K -76 Closed
WA
1396
WealthTrust-Arizona
Arizona
– -$6K -54 Closed
RFA
1397
Reilly Financial Advisors
California
– -$6K -50 Closed
PO
1398
Private Ocean
California
– -$2K -19 Closed
JIR
1399
James Investment Research
Ohio
– -$1K -13 Closed
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