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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
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
Lazard Asset Management
New York
$793M
3
Parnassus Investments
Parnassus Investments
California
$713M
4
Federated Hermes
Federated Hermes
Pennsylvania
$168M
5
PPA
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Ameriprise
Ameriprise
Minnesota
$171M
3
Bank of America
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$21.3M -$1.31M -11,831 -6%
IG
202
ING Group
Netherlands
$21.3M +$16.6M +150,095 +356%
WMSA
203
Weiss Multi-Strategy Advisers
New York
$21.2M +$2.02M +18,231 +11%
Barclays
204
Barclays
United Kingdom
$21.1M -$25.4M -229,917 -55%
Creative Planning
205
Creative Planning
Kansas
$20.8M -$656K -5,930 -3%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$20.7M +$770K +6,967 +4%
RJFSA
207
Raymond James Financial Services Advisors
Florida
$20.5M -$357K -3,231 -2%
WP
208
WMS Partners
Maryland
$20.4M -$335K -3,026 -2%
GIA
209
Guyasuta Investment Advisors
Pennsylvania
$20.3M +$196K +1,773 +1%
SF
210
Synovus Financial
Georgia
$20.2M +$740K +6,688 +4%
Two Sigma Investments
211
Two Sigma Investments
New York
$20M -$93.4M -844,382 -82%
ELC
212
Edgar Lomax Company
Virginia
$20M -$572K -5,175 -3%
UCFA
213
United Capital Financial Advisors
Texas
$19.8M +$102K +919 +0.5%
SAM
214
Shell Asset Management
Netherlands
$19.5M -$1.13M -10,218 -5%
WIC
215
Willis Investment Counsel
Georgia
$19M +$3.63M +32,800 +24%
WSFS
216
Wilmington Savings Fund Society
Delaware
$18.7M -$74.8K -676 -0.4%
Mariner
217
Mariner
Kansas
$18.4M -$4.08M -36,881 -18%
HCM
218
Howland Capital Management
Massachusetts
$18.2M -$1.43M -12,925 -7%
PWLP
219
Prio Wealth Limited Partnership
Massachusetts
$17.9M +$249K +2,250 +1%
HCM
220
Herndon Capital Management
Georgia
$17.9M -$1.15M -10,425 -6%
FWCM
221
Ferguson Wellman Capital Management
Oregon
$17.9M +$359K +3,245 +2%
MTC
222
McDaniel Terry & Co
Texas
$17.6M -$49.5K -448 -0.3%
HIMCH
223
Hartford Investment Management Co (HIMCO)
Connecticut
$17.6M -$922K -8,340 -5%
NMIMC
224
Northwestern Mutual Investment Management Company
Wisconsin
$17.5M +$2.07M +18,732 +13%
WIM
225
Weitz Investment Management
Nebraska
$17.4M +$55.3K +500 +0.3%
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