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United Parcel Service
UPS

Overview Fund Activity

1,216 hedge funds and large institutions have $45.6B invested in United Parcel Service in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 468 increasing their positions, 464 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+56
Holders Change %
+4.83%
% of All Funds
31.93%
Holding in Top 10
46
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-33.33%
% of All Funds
1.21%
New
132
Increased
468
Reduced
464
Closed
65
Calls
$1.67B
Puts
$702M
Net Calls
+$967M
Net Calls Change
+$323M

Top Buyers

1
TCM
Tran Capital Management
California
+$139M
2
Invesco
Invesco
Georgia
+$105M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$81.8M
4
Morgan Stanley
Morgan Stanley
New York
+$73.8M
5
BFA
BlackRock Fund Advisors
California
+$66.2M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.53B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
3
GA
Greenhaven Associates
New York
-$249M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$164M
5
American Century Companies
American Century Companies
Missouri
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
576
AssetMark Inc
California
$2.71M +$2.69M +27,926 +13,111%
CCM
577
CWH Capital Management
Washington
$2.68M -$16.8K -175 -0.6%
BSPF
578
British Steel Pension Fund
United Kingdom
$2.68M +$2.68M +27,840 New
BRM
579
Boston Research & Management
Massachusetts
$2.67M -$7.22K -75 -0.3%
ECM
580
EagleClaw Capital Management
Massachusetts
$2.64M -$4.8K -50 -0.2%
GJIC
581
Gamble Jones Investment Counsel
California
$2.64M -$128K -1,328 -5%
UB
582
UMB Bank
Missouri
$2.62M -$31K -322 -1%
CG
583
Clinton Group
New York
$2.61M +$2.61M +27,100 New
PWS
584
Peloton Wealth Strategists
Indiana
$2.61M +$38.6K +401 +2%
HCM
585
Horrell Capital Management
Arkansas
$2.58M +$17.7K +184 +0.7%
AC
586
Addenda Capital
Quebec, Canada
$2.57M -$388K -4,367 -13%
BW
587
Bison Wealth
Georgia
$2.56M +$1.95M +20,270 +322%
LIA
588
LS Investment Advisors
Michigan
$2.55M +$776K +8,067 +44%
MC
589
Moors & Cabot
Massachusetts
$2.55M +$31K +322 +1%
NMIMC
590
Northwestern Mutual Investment Management Company
Wisconsin
$2.55M +$72.8K +757 +3%
TWM
591
Torch Wealth Management
Ohio
$2.54M +$28.9K +300 +1%
FAM
592
Fred Alger Management
New York
$2.53M -$133M -1,386,557 -98%
VHAM
593
Van Hulzen Asset Management
California
$2.53M -$9.62K -100 -0.4%
KRSITF
594
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.51M +$263K +2,737 +12%
LC
595
Loews Corp
New York
$2.5M – – –
NLI
596
Nippon Life Insurance
Japan
$2.5M -$138K -1,439 -5%
CIC
597
Chilton Investment Company
Connecticut
$2.49M -$54.3K -564 -2%
AGI
598
Athena Global Investors
Virginia
$2.48M – – –
BAM
599
Boyar Asset Management
New York
$2.48M -$9.62K -100 -0.4%
AWP
600
Ascent Wealth Partners
New York
$2.47M +$29.8K +310 +1%
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