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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 %
BCMO
626
Buckingham Capital Management (Ohio)
Ohio
$1.73M -$14.8K -151 -0.8%
BE
627
Bonness Enterprises
District of Columbia
$1.73M – – –
AIM
628
Allen Investment Management
New York
$1.7M +$7.86K +80 +0.5%
NIC
629
Northwest Investment Counselors
Oregon
$1.68M -$61K -621 -3%
SC
630
Schulhoff & Co
Ohio
$1.68M -$2.65K -27 -0.2%
CTC
631
Central Trust Company
Missouri
$1.66M – – –
CC
632
ClearArc Capital
Ohio
$1.65M +$36.1K +367 +2%
JIM
633
Jupiter Investment Management
United Kingdom
$1.65M +$1.65M +16,800 New
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$1.64M -$148K -1,509 -8%
ECM
635
Everence Capital Management
Indiana
$1.64M – – –
IHL
636
Investment House LLC
California
$1.63M +$14.7K +150 +0.9%
TCT
637
TIAA CREF Trust
Missouri
$1.63M +$182K +1,851 +13%
FAT
638
First American Trust
California
$1.63M -$2.08M -21,149 -56%
PCTC
639
Perkins Coie Trust Company
Washington
$1.61M +$13.5K +137 +0.8%
Envestnet Asset Management
640
Envestnet Asset Management
Illinois
$1.61M +$171K +1,745 +12%
CNC
641
Citizens & Northern Corp
Pennsylvania
$1.59M -$688 -7 -0%
TCM
642
Tradewinds Capital Management
Washington
$1.58M +$197 +2 +0%
CWM
643
Calamos Wealth Management
Illinois
$1.57M +$671K +6,830 +74%
CCMINC
644
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.57M +$28.1K +286 +2%
TWM
645
Torch Wealth Management
Ohio
$1.57M +$1.57M +15,965 New
CAN
646
Cetera Advisor Networks
California
$1.57M -$39.2K -399 -2%
FAM
647
Fortaleza Asset Management
Illinois
$1.57M – – –
WB
648
WesBanco Bank
West Virginia
$1.54M -$23.1K -235 -1%
CFS
649
Community Financial System
New York
$1.54M -$20K -203 -1%
QBFM
650
QS Batterymarch Financial Management
New York
$1.53M – – –
24 25
26
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