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United Parcel Service
UPS

Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$331M
2
Bank of America
Bank of America
North Carolina
+$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$170M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$219M
2
PP
Prudential plc
United Kingdom
-$165M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$104M
5
BA
BlackRock Advisors
Delaware
-$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
326
Edgemoor Investment Advisors
Maryland
$9.81M -$102K -1,036 -1%
Creative Planning
327
Creative Planning
Kansas
$9.79M +$1.86M +18,846 +23%
EWM
328
Edge Wealth Management
New York
$9.63M +$340K +3,466 +4%
GH
329
GAM Holding
Switzerland
$9.62M +$1.88K +19 +0%
DekaBank Deutsche Girozentrale
330
DekaBank Deutsche Girozentrale
Germany
$9.57M +$4.64M +46,902 +94%
ERSOT
331
Employees Retirement System of Texas
Texas
$9.51M – – –
ProShare Advisors
332
ProShare Advisors
Maryland
$9.49M +$1.54M +15,607 +19%
CC
333
Curian Capital
Colorado
$9.46M -$4.94M -50,083 -34%
DIA
334
Davidson Investment Advisors
Montana
$9.44M -$1.1M -11,130 -10%
EA
335
Euclid Advisors
Connecticut
$9.38M +$4.85M +49,135 +107%
CGI
336
CI Global Investments
California
$9.29M -$16.9M -170,900 -64%
RJFSA
337
Raymond James Financial Services Advisors
Florida
$9.26M +$6.57M +66,609 +245%
SCM
338
Summit Capital Management
Washington
$9.17M -$98.7K -1,000 -1%
PWP
339
Private Wealth Partners
California
$9.12M +$653K +6,620 +8%
EAM
340
EverPoint Asset Management
Connecticut
$9.12M +$9.12M +92,372 New
CGT
341
Capital Guardian Trust
California
$9.11M -$624K -6,327 -6%
FLII
342
First Long Island Investors
New York
$9.07M -$60.9K -617 -0.7%
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$9.06M +$330K +3,342 +4%
Millennium Management
344
Millennium Management
New York
$9.04M -$37.1M -375,880 -80%
SAM
345
Strategy Asset Managers
California
$8.96M -$202K -2,048 -2%
MSA
346
Mason Street Advisors
Wisconsin
$8.92M +$99.9K +1,012 +1%
First Trust Advisors
347
First Trust Advisors
Illinois
$8.8M +$2.66M +26,986 +43%
VIP
348
Vantage Investment Partners
Missouri
$8.71M +$4.46M +45,161 +105%
BOS
349
Bingham Osborn & Scarborough
California
$8.62M – – –
NCM
350
Nelson Capital Management
California
$8.59M +$273K +2,764 +3%
12 13
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