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United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$291M
3
JHIU
3
Janus Henderson Investors US
Colorado
$230M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.76B
5
BFA
5
BlackRock Fund Advisors
California
$1.21B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$260M
3
Prudential Financial
3
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Guggenheim Capital
Illinois
$40.1M +$3.35M +31,110 +9%
AI
152
Analytic Investors
California
$40.1M +$29.2M +271,534 +271%
SIC
153
Schwartz Investment Counsel
Michigan
$39.6M +$1.62M +15,000 +4%
First Manhattan
154
First Manhattan
New York
$39.4M -$364K -3,383 -0.9%
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$38.8M +$2.31M +21,335 +6%
MAM
156
Martingale Asset Management
Massachusetts
$37.6M +$6.37M +59,132 +20%
CAM
157
Cacti Asset Management
Georgia
$37.3M -$53.9K -500 -0.1%
SOMRS
158
State of Michigan Retirement System
Michigan
$37.3M +$237K +2,200 +0.6%
AIM
159
Allen Investment Management
New York
$37.1M +$7.55M +70,079 +26%
BGIM
160
Brandywine Global Investment Management
Pennsylvania
$36.4M +$36.4M +338,010 New
SRSA
161
S.R. Schill & Associates
Washington
$35.9M +$19.9K +185 +0.1%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$35.9M -$1.95M -18,140 -5%
Allianz Asset Management
163
Allianz Asset Management
Germany
$35.5M +$5.58M +51,784 +19%
HCM
164
Hollencrest Capital Management
California
$34.9M +$383K +3,553 +1%
IGIM
165
I.G. Investment Management
Manitoba, Canada
$34.5M +$522K +4,848 +2%
HTC
166
Haverford Trust Company
Pennsylvania
$34.1M +$748K +6,946 +2%
SC
167
Saturna Capital
Washington
$33.8M -$107K -995 -0.3%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$33.4M +$18.4M +170,526 +122%
FFA
169
First Foundation Advisors
California
$33.1M +$568K +5,272 +2%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$32.9M -$2.14M -21,648 -6%
C
171
CFO4Life
Texas
$32.9M +$164K +1,522 +0.5%
CS
172
Cannell & Spears
New York
$32.3M -$507K -4,706 -2%
Korea Investment Corp
173
Korea Investment Corp
South Korea
$32.3M +$8.4M +78,000 +35%
AG
174
Aperio Group
California
$32.2M +$4.39M +40,758 +16%
AIG
175
American International Group
New York
$32M -$6.54M -60,731 -17%
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