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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 %
VIMU
551
Veritas Investment Management (UK)
United Kingdom
$2.91M +$444K +4,500 +18%
RP
552
Rowlandmiller & Partners
Georgia
$2.89M -$291K -2,957 -9%
BC
553
Bartlett & Co
Ohio
$2.88M +$234K +2,366 +9%
PC
554
Pecaut & Co
Iowa
$2.86M -$93.8K -950 -3%
MAA
555
Matrix Asset Advisors
New York
$2.85M +$105K +1,064 +4%
DWA
556
Douglass Winthrop Advisors
New York
$2.85M +$665K +6,737 +30%
GJIC
557
Gamble Jones Investment Counsel
California
$2.84M +$7.4K +75 +0.3%
CAM
558
Congress Asset Management
Massachusetts
$2.84M +$235K +2,380 +9%
HI
559
Horizon Investments
North Carolina
$2.8M +$184K +1,866 +7%
FFS
560
Founders Financial Securities
Maryland
$2.79M +$223K +2,257 +9%
CCM
561
CWH Capital Management
Washington
$2.77M -$52.8K -535 -2%
AC
562
Addenda Capital
Quebec, Canada
$2.77M -$9.54K -115 -0.3%
BRM
563
Boston Research & Management
Massachusetts
$2.75M +$16.3K +165 +0.6%
ECM
564
EagleClaw Capital Management
Massachusetts
$2.73M -$93.8K -948 -3%
UB
565
UMB Bank
Missouri
$2.72M -$109K -1,105 -4%
NLI
566
Nippon Life Insurance
Japan
$2.71M +$21.4K +217 +0.8%
B
567
BancorpSouth
Mississippi
$2.67M +$110K +1,114 +4%
SC
568
SouthState Corp
Florida
$2.64M +$2.31M +23,408 +698%
PWS
569
Peloton Wealth Strategists
Indiana
$2.63M +$34.7K +352 +1%
AB
570
Amalgamated Bank
New York
$2.63M +$99.4K +1,007 +4%
HCM
571
Horrell Capital Management
Arkansas
$2.63M +$36.7K +372 +1%
CWM
572
Calamos Wealth Management
Illinois
$2.61M +$940K +9,527 +56%
CIC
573
Chilton Investment Company
Connecticut
$2.61M -$8.68M -87,914 -77%
VHAM
574
Van Hulzen Asset Management
California
$2.6M -$493K -5,000 -16%
BT
575
Beacon Trust
New Jersey
$2.58M -$60.3K -611 -2%
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