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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 %
IMOV
526
Investment Management of Virginia
Virginia
$3.3M +$366K +3,705 +12%
Bessemer Group
527
Bessemer Group
New Jersey
$3.3M -$5.14M -52,080 -61%
LPU
528
Lansdowne Partners (UK)
United Kingdom
$3.29M -$1.04M -10,504 -24%
BAAM
529
Baker Avenue Asset Management
California
$3.28M -$362K -3,667 -10%
TCM
530
Twin Capital Management
Pennsylvania
$3.27M +$3.27M +33,130 New
LSA
531
L & S Advisors
California
$3.27M +$3.27M +33,123 New
OAMG
532
Odey Asset Management Group
United Kingdom
$3.26M +$1.72M +17,400 +112%
CB
533
Commerce Bank
Missouri
$3.19M -$256K -2,596 -7%
GCG
534
Giovine Capital Group
California
$3.18M -$101K -1,022 -3%
IHL
535
Investment House LLC
California
$3.16M +$29.6K +300 +0.9%
HCM
536
Horan Capital Management
Maryland
$3.16M -$63.9K -647 -2%
ECM
537
Everence Capital Management
Indiana
$3.16M +$562K +5,697 +22%
AC
538
Allstate Corporation
Illinois
$3.15M -$9.02M -91,396 -74%
RC
539
RegentAtlantic Capital
New Jersey
$3.14M -$120K -1,221 -4%
NSIM
540
North Star Investment Management
Illinois
$3.14M +$279K +2,828 +10%
KIC
541
Keating Investment Counselors
Florida
$3.13M – – –
LNB
542
Ledyard National Bank
$3.1M -$75.5K -765 -2%
BFIM
543
Beese Fulmer Investment Management
Ohio
$3.09M +$195K +1,972 +7%
Mirae Asset Global Investments
544
Mirae Asset Global Investments
South Korea
$3.07M -$94.3K -955 -3%
LMGAM
545
Liberty Mutual Group Asset Management
Massachusetts
$3.07M -$20.6K -209 -0.7%
PDN
546
Pensionfund DSM Netherlands
Netherlands
$3.05M +$434K +4,400 +17%
SIM
547
Sentry Investment Management
Wisconsin
$3.02M – – –
MC
548
Menta Capital
California
$3.02M +$3.02M +30,580 New
DCLA
549
Douglas C. Lane & Associates
New York
$2.98M -$201K -2,036 -6%
PTC
550
Private Trust Company
Ohio
$2.97M -$21.2K -215 -0.7%
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