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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 %
SWM
501
SVA Wealth Management
Wisconsin
$3.85M +$163K +1,652 +4%
AMAL
502
Asset Management Advisors LLC
Oklahoma
$3.78M +$3.45K +35 +0.1%
FWCM
503
First Western Capital Management
California
$3.78M +$426K +4,319 +13%
TCM
504
Tufton Capital Management
Maryland
$3.77M +$10.2K +103 +0.3%
DA
505
Dillon & Associates
Michigan
$3.71M +$150K +1,520 +4%
DnB Asset Management
506
DnB Asset Management
Norway
$3.71M -$69.1K -700 -2%
BPB
507
Badgley, Phelps & Bell
Washington
$3.65M – – –
SPC
508
Stewart & Patten Company
California
$3.6M +$3.6M +36,488 New
ACM
509
Argyle Capital Management
Pennsylvania
$3.6M -$42.4K -430 -1%
CT
510
Chicago Trust
Illinois
$3.54M -$86.3K -875 -2%
VFS
511
VSR Financial Services
Kansas
$3.53M +$408K +4,132 +13%
WC
512
Woodstock Corp
Massachusetts
$3.52M -$14.8K -150 -0.4%
AI
513
Analytic Investors
California
$3.51M +$3.45K +35 +0.1%
JAM
514
Jolley Asset Management
North Carolina
$3.51M -$411K -4,168 -10%
GI
515
Gradient Investments
Minnesota
$3.49M -$210K -2,125 -6%
SIG
516
Sky Investment Group
Connecticut
$3.47M +$26.6K +270 +0.8%
EWA
517
Exencial Wealth Advisors
Oklahoma
$3.46M +$3.46M +35,104 New
III
518
Independent Investors Inc
New York
$3.44M – – –
FFBTD
519
First Financial Bank - Trust Division
Ohio
$3.42M -$23.4K -237 -0.7%
SCM
520
Shelton Capital Management
Colorado
$3.42M +$360K +3,652 +12%
HA
521
Hamel Associates
New Jersey
$3.42M +$1.02M +10,360 +43%
SGAM
522
Steinberg Global Asset Management
Florida
$3.41M +$85.9K +870 +3%
SAM
523
Silvercrest Asset Management
New York
$3.41M -$2.65M -26,866 -44%
ECAM
524
East Coast Asset Management
Massachusetts
$3.37M -$5.63K -57 -0.2%
V
525
Veritable
Delaware
$3.32M +$106K +1,077 +3%
19 20
21
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