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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 %
V
426
Veritable
Delaware
$4.08M -$767K -8,393 -16%
PA
427
Pinnacle Associates
New York
$4.03M +$685K +7,492 +20%
LMGAM
428
Liberty Mutual Group Asset Management
Massachusetts
$3.99M +$883K +9,669 +28%
AI
429
Accredited Investors
Minnesota
$3.98M +$640 +7 +0%
DY
430
Dowling & Yahnke
California
$3.96M +$30.2K +330 +0.8%
PGFC
431
Peapack-Gladstone Financial Corp
New Jersey
$3.93M -$8.32K -91 -0.2%
III
432
Independent Investors Inc
New York
$3.93M -$9.14K -100 -0.2%
MBTD
433
Mechanics Bank - Trust Department
California
$3.92M +$2.16M +23,690 +123%
MCM
434
Maple Capital Management
Vermont
$3.91M +$103K +1,125 +3%
BBI
435
Baxter Bros Inc
Connecticut
$3.9M +$143K +1,565 +4%
MAA
436
Matrix Asset Advisors
New York
$3.86M +$44.6K +488 +1%
WC
437
Woodstock Corp
Massachusetts
$3.84M -$21K -230 -0.5%
HAIM
438
Hunter Associates Investment Management
Pennsylvania
$3.84M – – –
KIA
439
KCM Investment Advisors
California
$3.77M +$984K +10,771 +35%
GIP
440
Greatmark Investment Partners
Georgia
$3.75M -$27.1K -297 -0.7%
BP
441
Banyan Partners
Florida
$3.75M +$885K +9,687 +31%
KCM
442
Kornitzer Capital Management
Kansas
$3.73M -$8.86K -97 -0.2%
APFBOT
443
Amica Pension Fund Board of Trustees
Rhode Island
$3.71M – – –
Brown Advisory
444
Brown Advisory
Maryland
$3.69M +$242K +2,649 +7%
MFS
445
MSI Financial Services
Massachusetts
$3.66M -$151K -1,651 -4%
GCG
446
Giovine Capital Group
California
$3.66M – – –
PWM
447
Patriot Wealth Management
Texas
$3.64M +$3.64M +39,803 New
SNC
448
Stifel Nicolaus & Co
Missouri
$3.62M +$253K +2,769 +8%
FNT
449
First National Trust
Pennsylvania
$3.62M +$25.1K +275 +0.7%
RAM
450
Redmond Asset Management
Virginia
$3.58M -$75.8K -830 -2%
16 17
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