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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
$371M
2
HMP
HS Management Partners
New York
$98.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$453M
4
American Century Companies
American Century Companies
Missouri
$391M
5
DCM
Discovery Capital Management
Connecticut
$58.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$525M
2
Renaissance Technologies
Renaissance Technologies
New York
$37.7M
3
Ameriprise
Ameriprise
Minnesota
$249M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.68B
5
MC
Montag & Caldwell
Georgia
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
251
Acadian Asset Management
Massachusetts
$14.5M -$1.49M -15,174 -9%
RCM
252
Riverhead Capital Management
Delaware
$14.1M +$1.71M +17,437 +14%
BCM
253
Brookmont Capital Management
Texas
$14.1M -$410K -4,168 -3%
AAM
254
Advisors Asset Management
Colorado
$14.1M +$383K +3,895 +3%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$14M +$481K +4,891 +4%
KFC
256
Klingenstein Fields & Co
New York
$13.9M +$27K +275 +0.2%
WIC
257
Willis Investment Counsel
Georgia
$13.8M -$659K -6,700 -5%
KCM
258
Kames Capital Management
United Kingdom
$13.7M +$4.03M +41,035 +42%
MTC
259
McDaniel Terry & Co
Texas
$13.5M -$130K -1,325 -1%
FFIC
260
First Fiduciary Investment Counsel
Ohio
$13.3M +$656K +6,670 +5%
B
261
Baird
Wisconsin
$13.2M +$900K +9,153 +7%
GH
262
GAM Holding
Switzerland
$12.9M -$846K -8,607 -6%
WRIP
263
White River Investment Partners
California
$12.9M -$754K -7,668 -6%
COPPSERS
264
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.7M -$9.34K -95 -0.1%
Schroder Investment Management Group
265
Schroder Investment Management Group
United Kingdom
$12.6M -$4.75M -48,373 -27%
OTPPB
266
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.5M +$999K +10,162 +9%
LTI
267
Laffer Tengler Investments
Tennessee
$12.3M +$12.3M +125,371 New
SL
268
Summitry LLC
California
$12.2M +$260K +2,648 +2%
Millennium Management
269
Millennium Management
New York
$12.2M +$2.58M +26,287 +27%
AIM
270
Artemis Investment Management
United Kingdom
$12.2M +$12.2M +123,799 New
SC
271
Scotia Capital
Ontario, Canada
$12.1M +$1.87M +19,064 +18%
URS
272
Utah Retirement Systems
Utah
$12M -$29.5K -300 -0.2%
WF
273
Welch & Forbes
Massachusetts
$11.9M +$172K +1,746 +1%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$11.9M +$364K +3,700 +3%
GPSPJS
275
General Pension Society PZU Joint Stock
Poland
$11.8M – – –
9 10
11
12 13