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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 %
PWW
576
Pettyjohn Wood & White
Virginia
$1.58M – – –
FAM
577
Fortaleza Asset Management
Illinois
$1.57M – – –
DnB Asset Management
578
DnB Asset Management
Norway
$1.57M +$274K +3,000 +21%
PMAM
579
Picton Mahoney Asset Management
Ontario, Canada
$1.57M +$1.57M +17,200 New
SFSG
580
Stearns Financial Services Group
North Carolina
$1.57M -$255K -2,793 -14%
SI
581
Stephens Inc
Arkansas
$1.55M +$114K +1,242 +8%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$1.54M -$405K -4,435 -21%
CAM
583
Congress Asset Management
Massachusetts
$1.54M +$110K +1,200 +8%
CFS
584
Community Financial System
New York
$1.53M -$169K -1,850 -10%
SAM
585
Shamrock Asset Management
Texas
$1.53M -$100K -1,099 -6%
CAM
586
Cypress Asset Management
Texas
$1.5M -$164K -1,800 -10%
BC
587
Bartlett & Co
Ohio
$1.5M -$6.58K -72 -0.4%
1GA
588
1st Global Advisors
Texas
$1.5M +$80.4K +880 +6%
BSB
589
Bangor Savings Bank
Maine
$1.5M +$4.29K +47 +0.3%
RC
590
Roundview Capital
New Jersey
$1.49M +$24.9K +273 +2%
CNC
591
Citizens & Northern Corp
Pennsylvania
$1.48M -$1.92K -21 -0.1%
I
592
IberiaBank
Louisiana
$1.48M +$225K +2,460 +18%
CCMINC
593
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.48M +$25.2K +276 +2%
TH
594
Timber Hill
Connecticut
$1.47M +$1.47M +16,082 New
IAM
595
ICM Asset Management
Washington
$1.46M -$34.3K -375 -2%
OIA
596
Optimum Investment Advisors
Illinois
$1.45M +$1.45M +15,882 New
NPC
597
National Planning Corporation
California
$1.45M +$39.9K +435 +3%
HCM
598
Hengehold Capital Management
Ohio
$1.45M -$33.4K -366 -2%
ESBC
599
E.S. Barr & Co
Kentucky
$1.44M -$91 -1 -0%
BF
600
BOK Financial
Oklahoma
$1.43M -$338K -3,702 -19%
22 23
24
25 26