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United Parcel Service
UPS

Overview Fund Activity

946 hedge funds and large institutions have $46.4B invested in United Parcel Service in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 398 increasing their positions, 360 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
30.68%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.49%
New
63
Increased
398
Reduced
360
Closed
58
Calls
$3.79B
Puts
$829M
Net Calls
+$2.96B
Net Calls Change
+$1.94B

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$110M
2
State Street
State Street
Massachusetts
$2.66B
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$171M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$390M

Top Sellers

1
SCM
Scout Capital Management
New York
$0
2
O
OppenheimerFunds
New York
$368M
3
KeyBank National Association
KeyBank National Association
Ohio
$82.2M
4
HCM
Highfields Capital Management
Massachusetts
$267M
5
MC
Montag & Caldwell
Georgia
$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$11.3M +$114K +1,253 +1%
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$11.3M +$46.6K +510 +0.4%
DekaBank Deutsche Girozentrale
278
DekaBank Deutsche Girozentrale
Germany
$11.3M -$870K -9,602 -7%
FOAM
279
Five Oceans Asset Management
Australia
$11.1M -$309K -3,378 -3%
Mariner
280
Mariner
Kansas
$11M -$76.9K -842 -0.7%
B
281
Baird
Wisconsin
$10.9M -$664K -7,268 -6%
GPSPJS
282
General Pension Society PZU Joint Stock
Poland
$10.8M +$10.8M +118,300 New
WF
283
Welch & Forbes
Massachusetts
$10.8M -$2.83K -31 -0%
FFIC
284
First Fiduciary Investment Counsel
Ohio
$10.8M -$130K -1,419 -1%
SL
285
Summitry LLC
California
$10.7M +$229K +2,510 +2%
CI
286
Cooper Investors
Australia
$10.5M +$2.33M +25,474 +28%
RFS
287
Rockefeller Financial Services
New York
$10.5M +$167K +1,823 +2%
BHWM
288
Bar Harbor Wealth Management
New Hampshire
$10.5M -$34.3K -375 -0.3%
SIC
289
Sigma Investment Counselors
Michigan
$10.5M -$457K -5,000 -4%
QAM
290
QCI Asset Management
New York
$10.4M +$35.2K +385 +0.3%
DIA
291
Davidson Investment Advisors
Montana
$10.3M +$46K +504 +0.4%
EIA
292
Edgemoor Investment Advisors
Maryland
$10.3M -$158K -1,730 -2%
MIS
293
Morningstar Investment Services
Illinois
$10.2M +$1.33M +14,557 +15%
CTI
294
Community Trust & Investment
Kentucky
$10.1M -$71.5K -783 -0.7%
SF
295
Synovus Financial
Georgia
$10.1M +$34.5K +377 +0.3%
NIM
296
Northeast Investment Management
Massachusetts
$10.1M +$652K +7,138 +7%
RCM
297
Riverhead Capital Management
Delaware
$10.1M +$6.02M +65,900 +149%
CI Investments Inc
298
CI Investments Inc
Ontario, Canada
$10M -$27.8M -303,900 -73%
MAM
299
Martingale Asset Management
Massachusetts
$9.99M +$358K +3,917 +4%
ST
300
Semper Trust
Pennsylvania
$9.87M +$2.52M +27,571 +34%
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