UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,087 hedge funds and large institutions have $47.9B invested in United Parcel Service in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 437 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-5
Holders Change %
-0.46%
% of All Funds
31.56%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.48%
New
63
Increased
437
Reduced
427
Closed
58
Calls
$2.8B
Puts
$641M
Net Calls
+$2.15B
Net Calls Change
-$387M

Top Buyers

1
SI
Sentry Investments
Ontario, Canada
+$115M
2
HMP
HS Management Partners
New York
+$98.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
4
American Century Companies
American Century Companies
Missouri
+$59M
5
DCM
Discovery Capital Management
Connecticut
+$58.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$505M
2
Renaissance Technologies
Renaissance Technologies
New York
-$207M
3
Ameriprise
Ameriprise
Minnesota
-$168M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
5
MC
Montag & Caldwell
Georgia
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WMS Partners
Maryland
$18.3M – – –
CCM
227
Cadence Capital Management
Massachusetts
$18.1M +$1.51M +15,342 +9%
GIA
228
Guyasuta Investment Advisors
Pennsylvania
$18M -$343K -3,491 -2%
UCFA
229
United Capital Financial Advisors
Texas
$17.9M +$411K +4,186 +2%
PI
230
Placemark Investments
Illinois
$17.8M -$618K -6,285 -3%
CC
231
Curian Capital
Colorado
$17.6M +$276K +2,808 +2%
IRF
232
IBM Retirement Fund
New York
$17.4M -$533K -5,415 -3%
CI
233
Cooper Investors
Australia
$17.4M +$39.6K +403 +0.2%
FAF
234
Fjarde Ap-fonden
Sweden
$17.4M -$1.53M -15,590 -8%
Royal London Asset Management
235
Royal London Asset Management
United Kingdom
$17.1M +$869K +8,927 +5%
BVDMP
236
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17M – – –
EIM
237
ExxonMobil Investment Management
Texas
$16.9M -$685K -6,968 -4%
HCM
238
Highbridge Capital Management
New York
$16.9M -$39M -396,515 -70%
HCM
239
Howland Capital Management
Massachusetts
$16.8M +$77.9K +793 +0.5%
Truist Financial
240
Truist Financial
North Carolina
$16.6M +$405K +4,124 +3%
Fiera Capital (Canada)
241
Fiera Capital (Canada)
Quebec, Canada
$16.5M +$3.57M +36,349 +28%
MAM
242
Martingale Asset Management
Massachusetts
$16.5M +$2.49M +25,359 +18%
ST
243
Sabal Trust
Florida
$16.4M +$181K +1,838 +1%
CCMH
244
Cornerstone Capital Management Holdings
New York
$16M -$10.7M -108,394 -40%
CGI
245
CI Global Investments
California
$15M -$11.9M -121,500 -44%
MIS
246
Morningstar Investment Services
Illinois
$15M +$1.04M +10,560 +7%
LA
247
Lynch & Associates
Indiana
$14.8M -$29.5K -300 -0.2%
BA
248
Bridgewater Associates
Connecticut
$14.7M +$14.7M +149,364 New
PSUF
249
People's United Financial
Connecticut
$14.6M +$160K +1,623 +1%
MIM
250
Marco Investment Management
Georgia
$14.6M +$10K +102 +0.1%
8 9
10
11 12