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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 %
Allianz Asset Management
151
Allianz Asset Management
Germany
$33.2M -$14.8M -134,302 -31%
DK
152
Darrell & King
Virginia
$32.7M +$684K +6,185 +2%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$32.5M -$48.5K -439 -0.1%
HCM
154
Hollencrest Capital Management
California
$32.2M -$172K -1,551 -0.5%
BGIM
155
Brandywine Global Investment Management
Pennsylvania
$32.1M -$624K -5,640 -2%
NFA
156
Nationwide Fund Advisors
Ohio
$31.9M +$8.53M +77,124 +37%
SEI Investments
157
SEI Investments
Pennsylvania
$30.8M -$9.4M -85,006 -23%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$30.5M +$6.79M +61,410 +29%
CAM
159
Close Asset Management
United Kingdom
$30.3M +$837K +7,573 +3%
Citigroup
160
Citigroup
New York
$29.7M -$11.6M -105,220 -28%
PCA
161
Personal Capital Advisors
California
$29.5M +$1.8M +16,288 +7%
CS
162
Cannell & Spears
New York
$29.1M -$1.25M -11,302 -4%
SC
163
Saturna Capital
Washington
$29M -$5.54M -50,100 -16%
RCM
164
RNC Capital Management
California
$28.9M +$1.08M +9,731 +4%
GKIM
165
GW&K Investment Management
Massachusetts
$28.8M +$717K +6,486 +3%
Renaissance Technologies
166
Renaissance Technologies
New York
$28.8M -$64.4M -582,000 -69%
Point72 Asset Management
167
Point72 Asset Management
Connecticut
$27.8M +$11.3M +102,408 +69%
Capital Research Global Investors
168
Capital Research Global Investors
California
$27.6M -$23.2M -210,000 -46%
APG Asset Management
169
APG Asset Management
Netherlands
$27.5M -$25.7M -232,234 -48%
CI
170
Cooper Investors
Australia
$27.3M +$194K +1,755 +0.7%
FRAF
171
Första AP-fonden
Sweden
$27.2M +$619K +5,600 +2%
HI
172
Honeywell International
North Carolina
$26.8M -$17.7M -160,000 -40%
MIH
173
Madison Investment Holdings
Wisconsin
$26.8M +$2.6M +23,547 +11%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$26.6M -$1.71M -15,550 -6%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$26.5M +$5.34M +48,267 +25%
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