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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 %
KeyBank National Association
126
KeyBank National Association
Ohio
$43.2M -$1.95M -17,671 -4%
William Blair & Company
127
William Blair & Company
Illinois
$42.6M -$6.17M -55,808 -13%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$42M +$263K +2,381 +0.6%
US Bancorp
129
US Bancorp
Minnesota
$41.4M -$1.22M -11,038 -3%
CAM
130
Cacti Asset Management
Georgia
$41.3M -$500K -4,555 -1%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$41M -$1.48M -13,374 -3%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$40.8M -$1.04M -9,800 -2%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$39.9M -$709K -6,414 -2%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$39.8M +$29.3M +265,038 +281%
AG
135
Aperio Group
California
$38.5M -$920K -8,315 -2%
HCM
136
Holland Capital Management
Illinois
$38.2M -$1.73M -15,667 -4%
QIM
137
Quantitative Investment Management
Virginia
$38.1M +$38.1M +344,800 New
MIS
138
Morningstar Investment Services
Illinois
$37.9M +$924K +8,352 +2%
HTC
139
Haverford Trust Company
Pennsylvania
$37.5M +$2.01M +18,152 +6%
SRSA
140
S.R. Schill & Associates
Washington
$36.9M -$55.3K -500 -0.1%
GA
141
Geneva Advisors
Illinois
$36.8M -$21.9M -198,228 -37%
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$36.2M +$189K +1,710 +0.5%
First Manhattan
143
First Manhattan
New York
$35.9M -$1.42M -12,826 -4%
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$35.3M +$3.96M +35,776 +13%
CI
145
Conning Inc
Connecticut
$35.1M +$414K +3,741 +1%
AIG
146
American International Group
New York
$34.4M +$234K +2,113 +0.7%
Calamos Advisors
147
Calamos Advisors
Illinois
$33.9M +$137K +1,235 +0.4%
FCIM
148
Fairview Capital Investment Management
California
$33.9M +$1.49M +13,475 +5%
CG
149
CFO4Life Group
Texas
$33.5M -$188K -1,700 -0.6%
TIM
150
Thornburg Investment Management
New Mexico
$33.4M +$9.31M +84,149 +39%
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