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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 %
Stifel Financial
301
Stifel Financial
Missouri
$10.2M +$3.76M +38,264 +58%
BOS
302
Bingham Osborn & Scarborough
California
$10.2M +$1.53M +15,604 +18%
ANI
303
American National Insurance
Texas
$10.1M – – –
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$10.1M -$2.23M -22,897 -18%
WAM
305
World Asset Management
Michigan
$9.98M +$544K +5,534 +6%
CNB
306
City National Bank
California
$9.98M +$540K +5,489 +6%
CGT
307
Capital Guardian Trust
California
$9.95M +$20.7K +211 +0.2%
PP
308
PDT Partners
New York
$9.9M -$10M -102,214 -50%
PI
309
PineBridge Investments
New York
$9.89M -$7.35M -74,795 -43%
RCYC
310
Richard C. Young & Co
Rhode Island
$9.88M +$44.4K +452 +0.5%
FTIOP
311
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.82M +$177K +1,800 +2%
VFAM
312
Valley Forge Asset Management
Pennsylvania
$9.71M -$370K -3,764 -4%
Bessemer Group
313
Bessemer Group
New Jersey
$9.67M +$6.95M +70,705 +255%
DILH
314
Dai-ichi Life Holdings
Japan
$9.66M +$746K +7,592 +8%
LPL Financial
315
LPL Financial
California
$9.65M +$809K +8,351 +9%
D.E. Shaw & Co
316
D.E. Shaw & Co
New York
$9.5M -$32.5M -330,600 -77%
CNAM
317
Campbell Newman Asset Management
Wisconsin
$9.48M +$9.48M +96,484 New
AIA
318
Avalon Investment & Advisory
Texas
$9.47M -$110K -1,122 -1%
ZIM
319
Zacks Investment Management
Illinois
$9.4M -$740K -7,531 -7%
WPC
320
Waters Parkerson & Co
Louisiana
$9.31M -$101K -1,031 -1%
LS
321
Livforsakringsbolaget Skandia
Sweden
$9.3M -$894K -9,100 -9%
AC
322
Allstate Corporation
Illinois
$9.26M -$10.5M -107,046 -53%
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$9.25M +$59K +600 +0.6%
ACM
324
Antonetti Capital Management
Florida
$9.15M -$5.5K -56 -0.1%
RFC
325
Regions Financial Corp
Alabama
$9.14M -$1.27M -12,916 -12%
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