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United Parcel Service
UPS

Overview Fund Activity

1,223 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 467 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,223
Holders Change
+7
Holders Change %
+0.58%
% of All Funds
32.64%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
501
Reduced
467
Closed
78
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$145M
2
TCIM
2
TIAA CREF Investment Management
New York
$443M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$97.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.59B
5
Prudential Financial
5
Prudential Financial
New Jersey
$191M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$0
2
SA
2
SQ Advisors
Florida
$0
3
BA
3
BlackRock Advisors
Delaware
$352M
4
MG
4
Markel Group
Virginia
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$24.3M +$2.49M +23,617 +11%
Korea Investment Corp
202
Korea Investment Corp
South Korea
$23.4M -$401K -3,800 -2%
BHIA
203
Birch Hill Investment Advisors
Massachusetts
$23.3M -$206K -1,955 -0.9%
RCM
204
RNC Capital Management
California
$23.1M +$28.4K +269 +0.1%
LWM
205
Lyons Wealth Management
Florida
$22.9M -$4.91M -46,556 -18%
VDI
206
Vaughan David Investments
Illinois
$22.9M +$196K +1,861 +0.9%
Comerica Bank
207
Comerica Bank
Texas
$22.6M +$876K +8,298 +4%
UCFA
208
United Capital Financial Advisors
Texas
$22.5M -$2.22M -21,019 -9%
WIM
209
Weitz Investment Management
Nebraska
$22.1M +$22.3K +211 +0.1%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$22M +$41.2K +391 +0.2%
ZAM
211
Zevin Asset Management
Massachusetts
$21.9M +$32.2K +305 +0.1%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$21.9M – – –
ST
213
Sabal Trust
Florida
$21.9M +$783K +7,420 +4%
OI
214
Oakbrook Investments
Illinois
$21.8M +$3.74M +35,465 +21%
Mariner
215
Mariner
Kansas
$21.6M -$277K -2,625 -1%
CIM
216
Calvert Investment Management
Maryland
$21.4M -$3.32M -31,452 -13%
Baillie Gifford & Co
217
Baillie Gifford & Co
United Kingdom
$21.3M -$59.3M -561,821 -74%
SDIC
218
South Dakota Investment Council
South Dakota
$21.3M -$5.35M -50,713 -20%
GKIM
219
GW&K Investment Management
Massachusetts
$21.2M +$1.22M +11,614 +6%
AAM
220
Aberdeen Asset Management
United Kingdom
$20.9M -$1.64M -15,551 -7%
DCM
221
Donaldson Capital Management
Indiana
$20.7M -$235K -2,227 -1%
IAM
222
Impala Asset Management
Florida
$20.6M +$20.6M +195,484 New
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$20.5M +$13.1M +123,823 +175%
CI
224
Cooper Investors
Australia
$20.4M +$7.09M +67,262 +53%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$20M +$1.3M +12,326 +7%
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