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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 %
IIM
451
Intact Investment Management
Quebec, Canada
$4.63M +$2.26M +23,000 +95%
HNB
452
Huntington National Bank
Ohio
$4.6M -$203K -2,061 -4%
MCM
453
Maple Capital Management
Vermont
$4.58M -$71.3K -725 -2%
GHA
454
GW Henssler & Associates
Georgia
$4.5M +$233K +2,366 +5%
DY
455
Dowling & Yahnke
California
$4.49M -$278K -2,830 -6%
Brown Advisory
456
Brown Advisory
Maryland
$4.46M +$52K +529 +1%
BBI
457
Baxter Bros Inc
Connecticut
$4.42M +$338K +3,441 +8%
NEI
458
Northwest & Ethical Investments
Ontario, Canada
$4.41M +$53.9K +548 +1%
Parallax Volatility Advisers
459
Parallax Volatility Advisers
California
$4.38M +$3.41M +34,689 +353%
OA
460
OFI Advisors
Pennsylvania
$4.37M +$267K +2,718 +7%
GIP
461
Greatmark Investment Partners
Georgia
$4.36M +$37.2K +378 +0.9%
SIM
462
Sentry Investment Management
Wisconsin
$4.32M -$9.44K -96 -0.2%
CIBC World Market
463
CIBC World Market
Ontario, Canada
$4.3M +$765K +7,787 +22%
AI
464
Accredited Investors
Minnesota
$4.28M +$590 +6 +0%
HC
465
HHG & Company
Connecticut
$4.26M +$226K +2,296 +6%
FCM
466
Frontier Capital Management
Massachusetts
$4.22M +$45.2K +460 +1%
Creative Planning
467
Creative Planning
Kansas
$4.21M +$125K +1,272 +3%
BMC
468
Benin Management Corp
Connecticut
$4.14M -$24.6K -250 -0.6%
HAIM
469
Hunter Associates Investment Management
Pennsylvania
$4.13M – – –
LMGAM
470
Liberty Mutual Group Asset Management
Massachusetts
$4.07M -$75.2K -765 -2%
PWM
471
Patriot Wealth Management
Texas
$4.07M +$106K +1,079 +3%
UOC
472
UBS O'Connor
Illinois
$4.05M -$8.36M -85,046 -67%
TCM
473
Tufton Capital Management
Maryland
$4.01M +$3.44K +35 +0.1%
FWCM
474
First Western Capital Management
California
$4.01M +$2.16K +22 +0.1%
APFBOT
475
Amica Pension Fund Board of Trustees
Rhode Island
$3.99M – – –
17 18
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