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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
+$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 %
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$11.8M -$105K -1,071 -0.9%
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$11.8M -$436K -4,432 -4%
SM
278
Stratton Management
Pennsylvania
$11.6M -$6.99M -71,081 -38%
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$11.6M -$5.21M -52,995 -31%
DP
280
Dearborn Partners
Illinois
$11.5M +$19K +193 +0.2%
CWP
281
Capital Wealth Planning
Florida
$11.5M -$1.53M -15,398 -12%
BAM
282
Barrett Asset Management
New York
$11.5M -$1.59M -16,175 -12%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$11.4M +$1.1M +11,196 +11%
ZAM
284
Zevin Asset Management
Massachusetts
$11.3M -$375K -3,817 -3%
SGC
285
South Georgia Capital
Illinois
$11.3M +$830K +8,442 +8%
Mitsubishi UFJ Asset Management
286
Mitsubishi UFJ Asset Management
Japan
$11.2M -$2.38M -24,245 -18%
SF
287
Synovus Financial
Georgia
$11.2M +$355K +3,617 +3%
DADC
288
D.A. Davidson & Co
Montana
$11.1M +$419K +4,262 +4%
ACM
289
Argent Capital Management
Missouri
$11.1M -$29.4M -299,607 -73%
QAM
290
QCI Asset Management
New York
$11.1M +$182K +1,847 +2%
SDIC
291
South Dakota Investment Council
South Dakota
$10.9M +$10.9M +111,341 New
NIM
292
Northeast Investment Management
Massachusetts
$10.8M -$202K -2,052 -2%
LOAMS
293
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.7M +$9.64M +97,550 +871%
EIA
294
Edgemoor Investment Advisors
Maryland
$10.6M -$78.2K -796 -0.7%
HIMC
295
Heritage Investors Management Corp
Maryland
$10.6M +$383K +3,900 +4%
HA
296
Halsey Associates
Connecticut
$10.4M -$98.6K -1,003 -0.9%
ProShare Advisors
297
ProShare Advisors
Maryland
$10.4M -$914K -9,298 -8%
Mariner
298
Mariner
Kansas
$10.4M -$508K -5,171 -5%
OPERF
299
Oregon Public Employees Retirement Fund
Oregon
$10.3M -$49.1K -500 -0.5%
SIC
300
Sigma Investment Counselors
Michigan
$10.3M – – –
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