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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 %
TCM
401
Tradition Capital Management
New Jersey
$6.04M +$369K +3,752 +6%
CTI
402
Community Trust & Investment
Kentucky
$6.02M -$89.4K -910 -1%
Nuveen Asset Management
403
Nuveen Asset Management
Illinois
$5.96M +$26.1K +266 +0.4%
PIM
404
Profit Investment Management
Maryland
$5.92M – – –
AP
405
AHL Partners
United Kingdom
$5.88M +$5.88M +59,853 New
KBC Group
406
KBC Group
Belgium
$5.88M -$13.9M -141,518 -70%
Berkshire Hathaway
407
Berkshire Hathaway
Nebraska
$5.84M – – –
LDB
408
Lee, Danner & Bass
Tennessee
$5.69M -$3.93K -40 -0.1%
PFM
409
Parsec Financial Management
North Carolina
$5.66M -$140K -1,429 -2%
GWI
410
Grace & White Inc
New York
$5.65M – – –
RJT
411
Raymond James Trust
Florida
$5.59M +$79.7K +811 +1%
FM
412
Family Management
New York
$5.53M +$1.14M +11,625 +26%
BFG
413
Beacon Financial Group
Texas
$5.52M -$295K -3,032 -5%
BF
414
BOK Financial
Oklahoma
$5.49M +$838K +8,529 +18%
HT
415
HAP Trading
New York
$5.47M -$27.5M -280,137 -83%
CAM
416
Capstone Asset Management
Texas
$5.44M +$63.9K +650 +1%
CA
417
CapWealth Advisors
Tennessee
$5.44M +$230K +2,338 +4%
GW
418
GW & Wade
Massachusetts
$5.42M -$44.8K -456 -0.8%
TAM
419
Trillium Asset Management
Massachusetts
$5.4M -$225K -2,292 -4%
KRS
420
Kentucky Retirement Systems
Kentucky
$5.38M +$5.38M +54,722 New
CCMG
421
Clark Capital Management Group
Pennsylvania
$5.37M +$33K +336 +0.6%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$5.31M -$128K -1,300 -2%
V
423
Veritable
Delaware
$5.23M +$430K +4,374 +9%
Nordea Investment Management
424
Nordea Investment Management
Sweden
$5.22M -$1.76M -17,893 -25%
FMT
425
First Mercantile Trust
Tennessee
$5.21M -$1.05M -10,649 -17%
15 16
17
18 19