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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
+$93.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$92.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$90.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$90.1M

Top Sellers

1
SCM
Scout Capital Management
New York
-$259M
2
O
OppenheimerFunds
New York
-$193M
3
KeyBank National Association
KeyBank National Association
Ohio
-$117M
4
HCM
Highfields Capital Management
Massachusetts
-$106M
5
MC
Montag & Caldwell
Georgia
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMC
301
Heritage Investors Management Corp
Maryland
$9.82M +$214K +2,339 +2%
HCM
302
Horan Capital Management
Maryland
$9.77M -$330K -3,617 -3%
CAM
303
Capstone Asset Management
Texas
$9.5M -$4.66K -51 -0%
LPL Financial
304
LPL Financial
California
$9.44M +$9.58K +106 +0.1%
ANI
305
American National Insurance
Texas
$9.42M -$548K -6,000 -6%
WPC
306
Waters Parkerson & Co
Louisiana
$9.21M -$162K -1,775 -2%
Asset Management One
307
Asset Management One
Japan
$9.17M +$1.19M +13,086 +15%
M&T Bank
308
M&T Bank
New York
$9.14M -$124K -1,360 -1%
SAC
309
Smith Affiliated Capital
New York
$9.14M -$8.65M – –
GH
310
GAM Holding
Switzerland
$9.08M -$261K -2,859 -3%
PI
311
PGGM Investments
Netherlands
$9.07M -$3.3M -36,103 -27%
AIA
312
Avalon Investment & Advisory
Texas
$9.03M +$9.03M +98,842 New
DADC
313
D.A. Davidson & Co
Montana
$8.95M +$189K +2,066 +2%
RCYC
314
Richard C. Young & Co
Rhode Island
$8.88M +$39.1K +428 +0.4%
CNB
315
City National Bank
California
$8.67M +$4.63M +50,708 +115%
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$8.66M -$45.7K -500 -0.5%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$8.62M -$1.13M -12,327 -12%
PFM
318
Parsec Financial Management
North Carolina
$8.56M +$16.5K +181 +0.2%
DILH
319
Dai-ichi Life Holdings
Japan
$8.51M -$370K -4,054 -4%
ACM
320
Antonetti Capital Management
Florida
$8.51M -$124K -1,360 -1%
Fiera Capital (Canada)
321
Fiera Capital (Canada)
Quebec, Canada
$8.4M +$4.07M +45,606 +94%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$8.39M +$82.5K +903 +1%
TAM
323
Taurus Asset Management
New York
$8.36M -$113K -1,235 -1%
RFA
324
Reilly Financial Advisors
California
$8.33M +$255K +2,788 +3%
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$8.3M +$5.95M +65,146 +254%
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