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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
1
Lord, Abbett & Co
New Jersey
$110M
2
State Street
2
State Street
Massachusetts
$2.66B
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$171M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.46B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$390M

Top Sellers

1
SCM
1
Scout Capital Management
New York
$0
2
O
2
OppenheimerFunds
New York
$368M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$82.2M
4
HCM
4
Highfields Capital Management
Massachusetts
$267M
5
MC
5
Montag & Caldwell
Georgia
$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Montag & Caldwell
Georgia
$380M -$103M -1,126,896 -21%
TCIM
27
TIAA CREF Investment Management
New York
$376M -$30M -328,235 -7%
O
28
OppenheimerFunds
New York
$368M -$193M -2,106,910 -34%
GA
29
Greenhaven Associates
New York
$364M -$5.14M -56,210 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$348M -$35.1M -384,431 -9%
BTS
31
BB&T Securities
Virginia
$336M +$7.62M +8,336 +2%
Ameriprise
32
Ameriprise
Minnesota
$336M -$6.11M -66,866 -2%
Invesco
33
Invesco
Georgia
$315M +$16.7M +182,540 +6%
Legal & General Group
34
Legal & General Group
United Kingdom
$289M -$714K -7,816 -0.2%
U
35
UBS
Switzerland
$279M +$3.99M +43,627 +1%
HCM
36
Highfields Capital Management
Massachusetts
$267M -$106M -1,160,000 -28%
BIM
37
BlackRock Investment Management
Delaware
$243M +$22.3M +244,203 +10%
MCM
38
Manchester Capital Management
Vermont
$242M -$2.64M -28,868 -1%
JIM
39
Jensen Investment Management
Oregon
$238M +$20.6M +225,314 +9%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$231M -$6.14M -67,152 -3%
MAA
41
Managed Account Advisors
New Jersey
$223M +$14.7M +161,096 +7%
Morgan Stanley
42
Morgan Stanley
New York
$217M +$14.9M +162,805 +7%
Prudential Financial
43
Prudential Financial
New Jersey
$213M +$74.4M +814,569 +54%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$211M -$4.88M -53,356 -2%
UBS AM
45
UBS AM
Illinois
$208M -$1.74M -19,021 -0.8%
FPP
46
Findlay Park Partners
United Kingdom
$205M – – –
GE
47
General Electric
Ohio
$203M -$48M -524,972 -19%
MC
48
Maverick Capital
Texas
$203M -$61.9M -676,986 -23%
SA
49
SQ Advisors
Florida
$201M +$69.4M +759,941 +53%
Capital World Investors
50
Capital World Investors
California
$198M – – –
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