UPS icon

United Parcel Service

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
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$10.9M -$789K -7,998 -7%
OPERF
302
Oregon Public Employees Retirement Fund
Oregon
$10.9M +$327K +3,315 +3%
ACA
303
Anchor Capital Advisors
Massachusetts
$10.8M -$145K -1,471 -1%
AIA
304
Avalon Investment & Advisory
Texas
$10.7M +$71.9K +729 +0.7%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$10.6M +$65.2K +661 +0.6%
1832 Asset Management
306
1832 Asset Management
Ontario, Canada
$10.6M +$10.5M +105,985 +12,253%
CCM
307
Cadence Capital Management
Massachusetts
$10.5M -$3.71M -37,585 -26%
BAM
308
Barrett Asset Management
New York
$10.5M -$168K -1,700 -2%
DAM
309
Delta Asset Management
Tennessee
$10.4M +$116K +1,177 +1%
LIM
310
Lathrop Investment Management
Arkansas
$10.4M +$776K +7,859 +8%
NIM
311
Northeast Investment Management
Massachusetts
$10.4M -$264K -2,672 -2%
SIC
312
Sigma Investment Counselors
Michigan
$10.4M +$23.7K +240 +0.2%
HA
313
Halsey Associates
Connecticut
$10.4M +$80K +811 +0.8%
Voloridge Investment Management
314
Voloridge Investment Management
Florida
$10.3M +$10.3M +104,151 New
ANI
315
American National Insurance
Texas
$10.2M
MA
316
Montag & Associates
Georgia
$10M +$8.02M +81,217 +397%
SCA
317
Stillwater Capital Advisors
Pennsylvania
$10M +$190K +1,921 +2%
PNC
318
Park National Corp
Ohio
$9.96M +$842K +8,534 +9%
WPC
319
Waters Parkerson & Co
Louisiana
$9.95M +$692K +7,015 +7%
FTIOP
320
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.94M -$4.14M -41,911 -29%
MME
321
Meag Munich Ergo
Germany
$9.94M -$4.99M -50,685 -33%
PAG
322
Private Advisor Group
New Jersey
$9.91M +$2.8M +28,339 +39%
RCYC
323
Richard C. Young & Co
Rhode Island
$9.9M -$173K -1,752 -2%
WF
324
Welch & Forbes
Massachusetts
$9.82M -$780K -7,901 -7%
CNB
325
City National Bank
California
$9.81M +$352K +3,566 +4%