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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
Lord, Abbett & Co
New Jersey
+$110M
2
State Street
State Street
Massachusetts
+$93.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$92.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$90.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$90.1M

Top Sellers

1
SCM
Scout Capital Management
New York
-$259M
2
O
OppenheimerFunds
New York
-$193M
3
KeyBank National Association
KeyBank National Association
Ohio
-$117M
4
HCM
Highfields Capital Management
Massachusetts
-$106M
5
MC
Montag & Caldwell
Georgia
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
501
Gofen & Glossberg
Illinois
$2.58M – – –
AIM
502
Acuity Investment Management
Ontario, Canada
$2.57M -$2.18M -23,900 -46%
VV
503
Verity & Verity
South Carolina
$2.56M +$96K +1,051 +4%
DC
504
Davenport & Co
Virginia
$2.55M +$285K +3,117 +13%
LMF
505
LMR Master Fund
Cayman Islands
$2.52M +$2.52M +27,584 New
Bessemer Group
506
Bessemer Group
New Jersey
$2.51M -$154K -1,685 -6%
BCM
507
BBT Capital Management
Texas
$2.5M +$2.5M +27,318 New
PCMI
508
Princeton Capital Management Inc
New Jersey
$2.49M -$8.86K -97 -0.4%
IIC
509
Ironwood Investment Counsel
Arizona
$2.45M -$96.3K -1,054 -4%
UCFA
510
United Capital Financial Advisors
Texas
$2.43M -$15.1M -165,766 -86%
ECAM
511
East Coast Asset Management
Massachusetts
$2.39M +$2.38M +26,035 +20,828%
PPSG
512
Princeton Portfolio Strategies Group
New Jersey
$2.38M -$58K -635 -2%
MIM
513
Midwest Investment Management
Ohio
$2.37M +$56.6K +620 +2%
BFM
514
Boston Financial Management
Massachusetts
$2.35M +$47.5K +520 +2%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.35M +$2.35M +25,740 New
Cambridge Investment Research Advisors
516
Cambridge Investment Research Advisors
Iowa
$2.33M +$73.6K +805 +3%
Daiwa Securities Group
517
Daiwa Securities Group
Japan
$2.32M -$64K -700 -3%
IAM
518
Impax Asset Management
New Hampshire
$2.32M -$166K -1,812 -7%
JG
519
Jefferies Group
New York
$2.28M +$2.04M +22,305 +851%
GHA
520
GW Henssler & Associates
Georgia
$2.26M +$308K +3,370 +16%
FSA
521
Franklin Street Advisors
North Carolina
$2.24M -$9.14K -100 -0.4%
ARTA
522
A.R.T. Advisors
New York
$2.23M -$10.5M -115,305 -83%
BFIM
523
Beese Fulmer Investment Management
Ohio
$2.23M +$73.9K +809 +3%
FIM
524
Foresters Investment Management
New York
$2.21M -$914K -10,000 -29%
AT
525
Arden Trust
Delaware
$2.19M -$639K -6,998 -23%
19 20
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