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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 %
Thrivent Financial for Lutherans
601
Thrivent Financial for Lutherans
Minnesota
$1.91M – – –
AF
602
Arrow Financial
New York
$1.9M -$125K -1,268 -6%
I
603
IberiaBank
Louisiana
$1.9M +$184K +1,868 +11%
GWM
604
Graybill Wealth Management
Illinois
$1.9M – – –
BMCMI
605
Bryn Mawr Capital Management Inc
Pennsylvania
$1.9M +$1.9M +19,300 New
CCM
606
Coldstream Capital Management
Washington
$1.89M +$1.89M +19,274 New
NSAM
607
North Star Asset Management
Wisconsin
$1.88M -$55.4K -564 -3%
CYG
608
Clean Yield Group
Vermont
$1.83M +$988K +10,055 +118%
PPSG
609
Princeton Portfolio Strategies Group
New Jersey
$1.82M +$44.2K +450 +2%
FHA
610
First Horizon Advisors
Tennessee
$1.81M +$45K +458 +3%
HCM
611
Hengehold Capital Management
Ohio
$1.81M +$85.2K +867 +5%
CAM
612
Columbia Asset Management
Michigan
$1.8M -$98.3K -1,000 -5%
AC
613
Addison Capital
Pennsylvania
$1.78M -$13.2K -134 -0.7%
EOJOAM
614
E. Ohman J:or Asset Management
Sweden
$1.78M – – –
BIM
615
Bridges Investment Management
Nebraska
$1.78M -$82.1K -835 -4%
1GA
616
1st Global Advisors
Texas
$1.77M -$11.3K -115 -0.6%
LI
617
LMCG Investments
Massachusetts
$1.77M -$59K -600 -3%
SSG
618
Summit Securities Group
New York
$1.77M +$1.73M +17,600 +4,400%
MA
619
Montag & Associates
Georgia
$1.76M -$8.35K -85 -0.5%
GMIM
620
General Motors Investment Management
New York
$1.75M -$92.8K -944 -5%
MM
621
Meridian Management
Arkansas
$1.75M -$9.83K -100 -0.6%
QI
622
QS Investors
New York
$1.74M -$256K -2,600 -13%
MC
623
Moors & Cabot
Massachusetts
$1.74M -$5.71K -58 -0.3%
RBC
624
Ronald Blue & Co
Georgia
$1.73M +$12.2K +124 +0.7%
RC
625
Roundview Capital
New Jersey
$1.73M +$179K +1,820 +12%
23 24
25
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