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United Parcel Service
UPS

Overview Fund Activity

1,160 hedge funds and large institutions have $48.7B invested in United Parcel Service in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 481 increasing their positions, 440 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+6
Holders Change %
+0.52%
% of All Funds
32.42%
Holding in Top 10
69
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+46.81%
% of All Funds
1.93%
New
72
Increased
481
Reduced
440
Closed
58
Calls
$1.43B
Puts
$789M
Net Calls
+$644M
Net Calls Change
+$479M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$331M
2
Bank of America
Bank of America
North Carolina
+$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$170M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$219M
2
PP
Prudential plc
United Kingdom
-$165M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$104M
5
BA
BlackRock Advisors
Delaware
-$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
276
Klingenstein Fields & Co
New York
$12.9M -$248K -2,515 -2%
BVDMP
277
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$12.9M – – –
ORIO
278
Old Republic International (ORI)
Illinois
$12.8M +$4.39M +52,000 +53%
RFS
279
Rockefeller Financial Services
New York
$12.6M -$157K -1,593 -1%
PCA
280
Personal Capital Advisors
California
$12.5M +$1.51M +15,348 +14%
CI
281
Cooper Investors
Australia
$12.5M -$5.75M -58,289 -32%
BCM
282
Brookmont Capital Management
Texas
$12.4M -$954K -9,663 -7%
URS
283
Utah Retirement Systems
Utah
$12.4M +$69.1K +700 +0.6%
SF
284
Synovus Financial
Georgia
$12.3M +$144K +1,464 +1%
IEFM
285
IQ EQ Fund Management
Ireland
$12.2M -$568K -5,305 -4%
GCM
286
Grisanti Capital Management
New York
$12.2M +$868K +8,800 +8%
GGI
287
Godsey & Gibb Inc
Virginia
$12.1M -$197K -1,995 -2%
TU
288
TDAM USA
Ontario, Canada
$12.1M -$9.67M -97,992 -44%
DL
289
Delta Lloyd
Netherlands
$12.1M +$7.27M +73,687 +152%
BHWM
290
Bar Harbor Wealth Management
New Hampshire
$12M -$1.97K -20 -0%
Connor, Clark & Lunn Investment Management (CC&L)
291
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12M +$11.4M +116,000 +2,107%
BAPIM
292
British Airways Pensions Investment Management
United Kingdom
$11.7M +$11.7M +118,900 New
QAM
293
QCI Asset Management
New York
$11.7M +$283K +2,872 +2%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$11.7M +$1.69M +17,119 +17%
ZA
295
Zweig Advisers
Connecticut
$11.4M +$11.4M +116,000 New
CWP
296
Capital Wealth Planning
Florida
$11.4M – – –
WIC
297
Willis Investment Counsel
Georgia
$11.3M +$720K +7,300 +7%
CWM
298
Concert Wealth Management
California
$11.2M +$3.29M +127,695 +42%
HIMC
299
Heritage Investors Management Corp
Maryland
$11.2M +$144K +1,455 +1%
AAM
300
Advisors Asset Management
Colorado
$11M -$1.07M -10,822 -9%
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