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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 %
MAM
151
Martingale Asset Management
Massachusetts
$37.2M -$6.83M -63,686 -16%
First Manhattan
152
First Manhattan
New York
$36.2M -$2.37M -22,080 -6%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$35.9M -$6.14M -57,325 -15%
MIS
154
Morningstar Investment Services
Illinois
$35.9M +$353K +3,286 +1%
SRSA
155
S.R. Schill & Associates
Washington
$35.9M -$10.5K -98 -0%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$34.9M +$330K +3,073 +1%
HTC
157
Haverford Trust Company
Pennsylvania
$34.5M +$1.86M +17,361 +6%
FFA
158
First Foundation Advisors
California
$34.4M +$1.55M +14,467 +5%
Janus Henderson Group
159
Janus Henderson Group
United Kingdom
$33.9M -$8.15M -76,000 -19%
CI
160
Conning Inc
Connecticut
$33.6M +$6.37M +59,372 +23%
SC
161
Saturna Capital
Washington
$33.5M -$42.9K -400 -0.1%
AIG
162
American International Group
New York
$33.2M +$480K +4,474 +1%
Calamos Advisors
163
Calamos Advisors
Illinois
$32.8M -$14.8M -137,679 -31%
CG
164
CFO4Life Group
Texas
$32.7M +$32.7M +304,349 New
BGIM
165
Brandywine Global Investment Management
Pennsylvania
$31.7M -$1.83M -17,030 -5%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$4.28M +39,885 +16%
Citadel Advisors
167
Citadel Advisors
Florida
$31.5M +$29.3M +272,766 +1,334%
FCIM
168
Fairview Capital Investment Management
California
$31.4M +$3.17M +29,505 +11%
Fisher Asset Management
169
Fisher Asset Management
Washington
$31.4M -$14.8K -138 -0%
HCM
170
Hollencrest Capital Management
California
$31.4M -$3.06M -28,494 -9%
DK
171
Darrell & King
Virginia
$31M +$418K +3,897 +1%
Neuberger Berman Group
172
Neuberger Berman Group
New York
$30.8M -$27.1M -252,961 -47%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$30.7M -$3.15M -29,384 -9%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$30.4M -$833K -7,763 -3%
WBC
175
Westpac Banking Corp
Australia
$29.5M +$2.25M +21,003 +8%
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