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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 %
GWM
551
Graybill Wealth Management
Illinois
$1.83M – – –
ECM
552
Everence Capital Management
Indiana
$1.82M – – –
Thrivent Financial for Lutherans
553
Thrivent Financial for Lutherans
Minnesota
$1.8M -$704K -7,700 -28%
BIM
554
Bridges Investment Management
Nebraska
$1.79M +$3.2K +35 +0.2%
NAMA
555
Nikko Asset Management Americas
New York
$1.78M -$128K -1,400 -7%
MC
556
Middleton & Co
Massachusetts
$1.78M -$2.74M -30,000 -61%
AAM
557
Auxier Asset Management
Oregon
$1.77M -$8.86K -97 -0.5%
MIM
558
Miller Investment Management
Pennsylvania
$1.76M – – –
DL
559
Delta Lloyd
Netherlands
$1.74M +$111K +1,217 +7%
AB
560
Amalgamated Bank
New York
$1.74M -$38.7K -424 -2%
LI
561
LMCG Investments
Massachusetts
$1.72M +$36.6K +400 +2%
BE
562
Bonness Enterprises
District of Columbia
$1.7M – – –
NIC
563
Northwest Investment Counselors
Oregon
$1.69M +$57.9K +634 +4%
MYLI
564
Meiji Yasuda Life Insurance
Japan
$1.69M -$74.7K -817 -4%
CAN
565
Cetera Advisor Networks
California
$1.69M +$181K +1,993 +12%
PAM
566
PartnerRe Asset Management
Connecticut
$1.68M -$191K -2,087 -10%
MM
567
Meridian Management
Arkansas
$1.68M +$29.7K +325 +2%
GMIM
568
General Motors Investment Management
New York
$1.67M -$326K -3,564 -16%
CCM
569
Copeland Capital Management
Pennsylvania
$1.67M +$22.6K +247 +1%
FWIA
570
Fort Washington Investment Advisors
Ohio
$1.66M +$74K +810 +5%
BFEC
571
Benjamin F. Edwards & Company
Missouri
$1.65M +$359K +3,930 +28%
AIM
572
Allen Investment Management
New York
$1.62M +$88K +963 +6%
RBC
573
Ronald Blue & Co
Georgia
$1.62M +$287K +3,141 +22%
MA
574
Montag & Associates
Georgia
$1.61M -$187K -2,045 -10%
LW
575
Linscomb Wealth
Texas
$1.58M +$68.5K +750 +5%
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