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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 %
FQ
476
First Quadrant
California
$3.95M -$30.1M -305,925 -88%
MAA
477
Matrix Asset Advisors
New York
$3.95M +$60.3K +613 +2%
WMSA
478
Weiss Multi-Strategy Advisers
New York
$3.93M -$1.08M -10,960 -22%
LOCC
479
Lombard Odier & Cie (Canada)
Quebec, Canada
$3.92M +$288K +2,925 +8%
SLI
480
Sumitomo Life Insurance
Japan
$3.88M -$106K -1,078 -3%
VC
481
Vestor Capital
Illinois
$3.86M +$157K +1,602 +4%
WF
482
WealthTrust Fairport
Ohio
$3.86M -$68.3K -695 -2%
DCLA
483
Douglas C. Lane & Associates
New York
$3.86M -$67.7K -689 -2%
TMAM
484
Tokio Marine Asset Management
Japan
$3.82M -$432K -4,396 -10%
MPIA
485
Mountain Pacific Investment Advisers
Idaho
$3.81M +$29.5K +300 +0.8%
SHGA
486
Sand Hill Global Advisors
California
$3.8M +$338K +3,441 +10%
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$3.77M +$25.3K +257 +0.7%
FCI
488
Financial Counselors Inc
Kansas
$3.7M -$102K -1,035 -3%
HAM
489
Highstreet Asset Management
Ontario, Canada
$3.7M +$521K +5,300 +16%
CAM
490
Chesapeake Asset Management
New York
$3.68M -$12.8K -130 -0.3%
III
491
Independent Investors Inc
New York
$3.68M -$39.3K -400 -1%
BPB
492
Badgley, Phelps & Bell
Washington
$3.67M +$375K +3,815 +11%
MCM
493
Murphy Capital Management
New Jersey
$3.66M +$34.4K +350 +0.9%
CIP
494
Chartwell Investment Partners
Pennsylvania
$3.66M -$136K -1,380 -4%
ACM
495
Argyle Capital Management
Pennsylvania
$3.65M – – –
EWA
496
Exencial Wealth Advisors
Oklahoma
$3.65M -$103K -1,047 -3%
PCMI
497
Princeton Capital Management Inc
New Jersey
$3.64M +$474K +4,825 +15%
NIS
498
National Investment Services
Wisconsin
$3.63M – – –
PC
499
Pecaut & Co
Iowa
$3.61M -$49.1K -500 -1%
JAM
500
Jolley Asset Management
North Carolina
$3.59M -$23.9K -243 -0.7%
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