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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 %
DAM
326
Delta Asset Management
Tennessee
$9.09M +$236K +2,397 +3%
B
327
BP
United Kingdom
$9.04M -$10.1M -103,000 -53%
SCA
328
Stillwater Capital Advisors
Pennsylvania
$8.88M +$244K +2,482 +3%
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$8.67M -$488K -4,961 -5%
TYCC
330
Texas Yale Capital Corp
Florida
$8.62M +$16.2K +165 +0.2%
MCC
331
Mid Continent Capital
Illinois
$8.45M +$319K +3,250 +4%
LIM
332
Lathrop Investment Management
Arkansas
$8.37M +$1.57M +15,935 +23%
TAM
333
Taurus Asset Management
New York
$8.33M -$2.46K -25 -0%
AGI
334
Athena Global Investors
Virginia
$8.3M – – –
PCM
335
Peg Capital Management
New Hampshire
$8.28M – – –
FLII
336
First Long Island Investors
New York
$8.28M +$403K +4,100 +5%
Capital Fund Management (CFM)
337
Capital Fund Management (CFM)
France
$8.24M -$3.41M -34,651 -29%
WAM
338
Wood Asset Management
Florida
$8.14M -$581K -5,915 -7%
LCS
339
Levin Capital Strategies
New York
$8.14M -$1.21M -12,317 -13%
CBOA
340
Commonwealth Bank of Australia
Australia
$8.13M +$157K +1,600 +2%
CSS
341
Cubist Systematic Strategies
Connecticut
$8.09M +$3.57M +36,291 +79%
NCM
342
Nelson Capital Management
California
$8.09M +$196K +1,990 +2%
BP
343
Banyan Partners
Florida
$8.01M +$2.47M +25,129 +45%
OC
344
Oppenheimer & Co
New York
$8M +$362K +3,679 +5%
ST
345
Semper Trust
Pennsylvania
$7.85M -$2.69M -27,337 -25%
ACS
346
Archford Capital Strategies
Illinois
$7.85M +$23.8K +242 +0.3%
WT
347
Washington Trust
Rhode Island
$7.81M +$19.7K +200 +0.3%
FNBT
348
FineMark National Bank & Trust
Florida
$7.8M +$33.4K +340 +0.4%
FNBOO
349
First National Bank of Omaha
Nebraska
$7.74M -$865K -8,803 -10%
AF
350
Ally Financial
Michigan
$7.67M +$2.56M +26,000 +50%
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