UPS icon

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 %
AAM
326
Advisors Asset Management
Colorado
$8.26M +$1.56M +17,101 +23%
RFC
327
Regions Financial Corp
Alabama
$8.17M -$33.8K -370 -0.4%
TYCC
328
Texas Yale Capital Corp
Florida
$8.13M – – –
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$8.04M -$444K -4,856 -5%
BOS
330
Bingham Osborn & Scarborough
California
$7.91M +$8.5K +93 +0.1%
DAM
331
Delta Asset Management
Tennessee
$7.89M +$91.4K +1,000 +1%
FTIOP
332
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.84M +$404K +4,425 +5%
PCM
333
Peg Capital Management
New Hampshire
$7.77M -$9.14K -100 -0.1%
BCM
334
Brookmont Capital Management
Texas
$7.76M +$1.38M +15,103 +22%
TAM
335
Tocqueville Asset Management
New York
$7.72M +$344K +3,765 +5%
MCC
336
Mid Continent Capital
Illinois
$7.63M -$114K -1,250 -1%
Luther King Capital Management (LKCM)
337
Luther King Capital Management (LKCM)
Texas
$7.61M +$794K +8,685 +12%
LRPA
338
L. Roy Papp & Associates
Arizona
$7.6M -$20.3K -222 -0.3%
Calamos Advisors
339
Calamos Advisors
Illinois
$7.54M – – –
GIM
340
Gyrus Investment Management
Ontario, Canada
$7.5M -$44.6K -475 -0.6%
NRS
341
Neville Rodie & Shaw
New York
$7.24M +$23.9K +262 +0.3%
DP
342
Dearborn Partners
Illinois
$7.15M +$871K +9,536 +14%
AAM
343
Aberdeen Asset Management
United Kingdom
$6.99M -$449K -4,910 -6%
FNBOO
344
First National Bank of Omaha
Nebraska
$6.97M +$617K +6,751 +10%
WIC
345
Wilkins Investment Counsel
Massachusetts
$6.97M -$128K -1,400 -2%
GI
346
GLG Inc
New York
$6.87M +$3.43M +37,500 +99%
SBH
347
Segall Bryant & Hamill
Illinois
$6.87M -$117K -1,275 -2%
CGI
348
CI Global Investments
California
$6.85M +$5.03M +55,000 +275%
FLII
349
First Long Island Investors
New York
$6.84M +$736K +8,060 +12%
AMI
350
Amica Mutual Insurance
Rhode Island
$6.83M – – –
12 13
14
15 16