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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 %
PWP
426
Private Wealth Partners
California
$5.2M -$93.4K -950 -2%
Zurich Cantonal Bank
427
Zurich Cantonal Bank
Switzerland
$5.18M +$30.8K +313 +0.6%
STI
428
Susquehanna Trust & Investment
Pennsylvania
$5.16M +$207K +2,104 +4%
SIP
429
Stoneridge Investment Partners
Pennsylvania
$5.16M +$4.89M +49,761 +1,843%
EWA
430
EP Wealth Advisors
California
$5.15M -$11.8M -119,564 -70%
CCM
431
Covington Capital Management
California
$5.14M +$315K +3,203 +7%
Allianz Asset Management
432
Allianz Asset Management
Germany
$5.12M +$2.39M +24,281 +87%
BHTS
433
Bar Harbor Trust Services
Maine
$5.1M +$73.2K +745 +1%
CCP
434
Clarkston Capital Partners
Michigan
$5.1M +$762K +7,756 +18%
OCM
435
Oakwood Capital Management
California
$5.07M +$1.17M +11,861 +30%
GCA
436
Greenwood Capital Associates
South Carolina
$4.99M +$72.7K +740 +1%
BPBT
437
Boston Private Bank & Trust
Massachusetts
$4.98M -$452K -4,596 -8%
NFGCM
438
Norman Fields Gottscho Capital Management
New York
$4.98M -$49.2K -500 -1%
EBSAM
439
Eubel Brady & Suttman Asset Management
Ohio
$4.98M – – –
CIM
440
Calvert Investment Management
Maryland
$4.96M -$3.54M -35,983 -42%
LC
441
Loews Corp
New York
$4.92M – – –
TH
442
TCTC Holdings
Texas
$4.9M +$1.21M +12,350 +33%
BT
443
Beacon Trust
New Jersey
$4.89M -$83.3K -847 -2%
SAS
444
Spectrum Advisory Services
Georgia
$4.88M +$364K +3,700 +8%
SAG
445
Sterne Agee Group
Alabama
$4.87M +$413K +4,231 +9%
JC
446
Jacobs & Co
California
$4.75M +$76.7K +780 +2%
SC
447
Sculptor Capital
New York
$4.69M -$1.35M -13,700 -22%
BII
448
Bainco International Investors
Massachusetts
$4.69M +$59K +600 +1%
BHWM
449
Bar Harbor Wealth Management
New Hampshire
$4.65M -$6.66M -67,784 -59%
PA
450
Pinnacle Associates
New York
$4.64M -$17.1K -174 -0.4%
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