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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 %
BHTS
426
Bar Harbor Trust Services
Maine
$5.49M -$17.3K -175 -0.3%
FIM
427
Foresters Investment Management
New York
$5.49M +$582K +5,900 +12%
KCM
428
Kornitzer Capital Management
Kansas
$5.48M +$676K +6,851 +14%
LPC
429
Loeb Partners Corp
New York
$5.45M -$276K -2,800 -5%
BII
430
Bainco International Investors
Massachusetts
$5.43M +$49.3K +500 +0.9%
LDB
431
Lee, Danner & Bass
Tennessee
$5.43M -$32.1K -325 -0.6%
GIP
432
Greatmark Investment Partners
Georgia
$5.43M +$119K +1,208 +2%
GWI
433
Grace & White Inc
New York
$5.43M – – –
BCM
434
BTR Capital Management
California
$5.42M -$1.33M -13,487 -20%
KBC Group
435
KBC Group
Belgium
$5.39M -$17.2K -174 -0.3%
PCMI
436
Princeton Capital Management Inc
New Jersey
$5.33M +$417K +4,228 +8%
TG
437
TCW Group
California
$5.23M +$79K +800 +2%
SMDAM
438
Sumitomo Mitsui DS Asset Management
Japan
$5.22M -$88.6K -898 -2%
OC
439
Oppenheimer & Co
New York
$5.22M +$329K +3,330 +7%
SW
440
SVB Wealth
Massachusetts
$5.21M -$3.23M -32,722 -38%
UBWV
441
United Bank (West Virginia)
West Virginia
$5.2M -$458K -4,637 -8%
FCI
442
Financial Counselors Inc
Kansas
$5.16M +$1.58K +16 +0%
GLA
443
Great Lakes Advisors
Illinois
$5.13M +$4.23M +42,874 +472%
TH
444
TCTC Holdings
Texas
$5.09M -$9.87K -100 -0.2%
ECM
445
Evergreen Capital Management
Washington
$5.04M +$197K +2,000 +4%
LSERS
446
Louisiana State Employees Retirement System
Louisiana
$5.03M +$39.5K +400 +0.8%
AF
447
Ally Financial
Michigan
$4.94M -$4.94M -50,000 -50%
CAM
448
Chesapeake Asset Management
New York
$4.91M -$214K -2,164 -4%
EWA
449
EP Wealth Advisors
California
$4.9M – – –
OA
450
OFI Advisors
Pennsylvania
$4.88M -$348K -3,524 -7%
16 17
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