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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 %
BSPF
551
British Steel Pension Fund
United Kingdom
$2.61M -$2.16M -21,997 -45%
FNT
552
First National Trust
Pennsylvania
$2.61M -$692K -7,040 -21%
BAM
553
Boyar Asset Management
New York
$2.6M -$33.1K -337 -1%
GG
554
Gofen & Glossberg
Illinois
$2.59M +$8.06K +82 +0.3%
GJIC
555
Gamble Jones Investment Counsel
California
$2.58M -$1.17M -11,862 -31%
CD
556
Carl Domino
Florida
$2.56M -$46.7K -475 -2%
BOTW
557
Bank of the West
California
$2.5M -$1.12M -11,413 -31%
FAM
558
Fred Alger Management
New York
$2.5M -$229K -2,334 -8%
IIC
559
Ironwood Investment Counsel
Arizona
$2.41M -$21.1K -215 -0.9%
HI
560
HBK Investments
Texas
$2.41M +$1.24M +12,620 +106%
EB
561
Eastern Bank
Massachusetts
$2.41M +$153K +1,561 +7%
ACM
562
Aviance Capital Management
Florida
$2.4M +$68.3K +695 +3%
MERSOM
563
Municipal Employees' Retirement System of Michigan
Michigan
$2.4M – – –
1IC
564
1919 Investment Counsel
Maryland
$2.38M – – –
AWP
565
Ascent Wealth Partners
New York
$2.37M +$9.83K +100 +0.4%
RMAM
566
Raab & Moskowitz Asset Management
New Jersey
$2.35M +$711K +7,233 +43%
LW
567
Linscomb Wealth
Texas
$2.31M +$96.5K +982 +4%
BRM
568
Boston Research & Management
Massachusetts
$2.31M +$136K +1,380 +6%
PAM
569
Princeton Alpha Management
New Jersey
$2.3M +$1.71M +17,390 +292%
BC
570
Bartlett & Co
Ohio
$2.28M -$134K -1,360 -6%
TWA
571
Tillar-Wenstrup Advisors
Ohio
$2.27M -$28.5K -290 -1%
FA
572
FDx Advisors
Illinois
$2.26M +$179K +1,818 +9%
DA
573
Dunvegan Associates
California
$2.25M -$9.34K -95 -0.4%
CAL
574
Capital Analysts LLC
Pennsylvania
$2.23M +$222K +2,257 +11%
AT
575
Arden Trust
Delaware
$2.23M +$11.4K +116 +0.5%
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