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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 %
CI
201
Cooper Investors
Australia
$25.2M +$4.3M +39,942 +21%
MIH
202
Madison Investment Holdings
Wisconsin
$25.1M -$6.33M -58,780 -20%
Nomura Asset Management
203
Nomura Asset Management
Japan
$24.8M -$15.2K -141 -0.1%
MA
204
MUFG Americas
New York
$24.5M -$642K -5,957 -3%
Victory Capital Management
205
Victory Capital Management
Texas
$24.3M -$3.29M -30,536 -12%
BHIA
206
Birch Hill Investment Advisors
Massachusetts
$24.2M +$338K +3,135 +1%
TPSF
207
Texas Permanent School Fund
Texas
$24.1M -$1.54M -14,324 -6%
RCM
208
RNC Capital Management
California
$23.7M +$61.9K +575 +0.3%
VDI
209
Vaughan David Investments
Illinois
$23.6M +$206K +1,913 +0.9%
Comerica Bank
210
Comerica Bank
Texas
$23.4M -$53.7K -490 -0.2%
Baillie Gifford & Co
211
Baillie Gifford & Co
United Kingdom
$23.3M +$1.55M +14,400 +7%
ST
212
Sabal Trust
Florida
$23.2M +$851K +7,904 +4%
LWM
213
Lyons Wealth Management
Florida
$23.2M -$252K -2,338 -1%
GKIM
214
GW&K Investment Management
Massachusetts
$23.2M +$1.48M +13,766 +7%
ACI
215
AMP Capital Investors
Australia
$23M -$1.6M -15,084 -7%
ZAM
216
Zevin Asset Management
Massachusetts
$23M +$592K +5,500 +3%
DCM
217
Donaldson Capital Management
Indiana
$22.9M +$1.75M +16,271 +8%
WIM
218
Weitz Investment Management
Nebraska
$22.6M – – –
Alyeska Investment Group
219
Alyeska Investment Group
Illinois
$22.6M +$22.6M +209,460 New
GIBU
220
Gulf International Bank (UK)
United Kingdom
$22.4M – – –
Mariner
221
Mariner
Kansas
$22.3M +$233K +2,164 +1%
OI
222
Oakbrook Investments
Illinois
$22M -$312K -2,900 -1%
OTPPB
223
Ontario Teachers' Pension Plan Board
Ontario, Canada
$21.9M -$535K -4,967 -2%
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.9M +$4.13M +38,300 +23%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$21.7M +$1.18M +10,963 +6%
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