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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 %
BCM
376
BTR Capital Management
California
$5.9M -$19.2K -210 -0.3%
UBWV
377
United Bank (West Virginia)
West Virginia
$5.88M +$442K +4,840 +8%
AC
378
Allstate Corporation
Illinois
$5.67M – – –
DWT
379
Dorsey & Whitney Trust
South Dakota
$5.64M +$302K +3,304 +6%
DC
380
Deere & Company
Illinois
$5.6M – – –
PWP
381
Private Wealth Partners
California
$5.58M +$5.15M +56,400 +1,206%
FAT
382
First American Trust
California
$5.57M -$130K -1,420 -2%
HL
383
HeadInvest LLC
Maine
$5.55M -$128K -1,399 -2%
First Trust Advisors
384
First Trust Advisors
Illinois
$5.55M -$1.17M -12,786 -17%
VW
385
Vantage Wealth
California
$5.51M +$46.6K +510 +0.9%
KRS
386
Kentucky Retirement Systems
Kentucky
$5.48M +$5.48M +60,010 New
LC
387
Loews Corp
New York
$5.48M – – –
LDB
388
Lee, Danner & Bass
Tennessee
$5.47M -$23.7K -259 -0.4%
Berkshire Hathaway
389
Berkshire Hathaway
Nebraska
$5.43M – – –
GC
390
Grimes & Company
Massachusetts
$5.39M +$29.9K +327 +0.6%
BMC
391
Benin Management Corp
Connecticut
$5.37M -$2.75M -30,100 -34%
GWI
392
Grace & White Inc
New York
$5.25M – – –
BFG
393
Beacon Financial Group
Texas
$5.25M +$5.25M +57,479 New
TCM
394
Tradition Capital Management
New Jersey
$5.2M +$92.4K +1,011 +2%
ABC
395
Associated Banc-Corp
Wisconsin
$5.19M +$907K +9,928 +21%
ProShare Advisors
396
ProShare Advisors
Maryland
$5.16M -$4.52M -49,511 -47%
TSBJ
397
Trevor, Stewart, Burton & Jacobsen
New York
$5.16M +$1.32M +14,475 +34%
TMAM
398
Tokio Marine Asset Management
Japan
$5.07M -$225K -2,464 -4%
Federated Hermes
399
Federated Hermes
Pennsylvania
$5.07M -$4.87M -53,262 -49%
BSPF
400
British Steel Pension Fund
United Kingdom
$5.05M -$320K -3,504 -6%
14 15
16
17 18