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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 %
LNC
626
Lincoln National Corp
Pennsylvania
$1.97M +$1.03M +10,360 +109%
CAM
627
Cypress Asset Management
Texas
$1.97M -$4.93K -50 -0.3%
TAM
628
Tocqueville Asset Management
New York
$1.97M -$9.87K -100 -0.5%
MPAM
629
Murphy Pohlad Asset Management
Minnesota
$1.96M -$118K -1,200 -6%
GIP
630
Granite Investment Partners
California
$1.95M – – –
DAS
631
Dynamic Advisor Solutions
Arizona
$1.94M -$24.1K -244 -1%
CYG
632
Clean Yield Group
Vermont
$1.93M +$110K +1,067 +6%
PRS
633
Pinkerton Retirement Specialists
Idaho
$1.92M +$8.78K +89 +0.5%
AMIM
634
Aull & Monroe Investment Management
Alabama
$1.89M -$38.8K -393 -2%
AAM
635
Aston Asset Management
Illinois
$1.88M -$128K -1,300 -6%
LAIC
636
Lederer & Associates Investment Counsel
California
$1.86M +$3.45K +35 +0.2%
PG
637
Patten Group
Tennessee
$1.85M +$243K +2,460 +15%
BFEC
638
Benjamin F. Edwards & Company
Missouri
$1.84M +$194K +1,970 +12%
SWP
639
Stratos Wealth Partners
Ohio
$1.83M +$291K +2,950 +19%
LIA
640
LS Investment Advisors
Michigan
$1.82M +$54.9K +556 +3%
Fiera Capital (Canada)
641
Fiera Capital (Canada)
Quebec, Canada
$1.81M -$230K -2,330 -11%
Daiwa Securities Group
642
Daiwa Securities Group
Japan
$1.81M +$39.5K +400 +2%
GWM
643
Graybill Wealth Management
Illinois
$1.81M – – –
CAM
644
Columbia Asset Management
Michigan
$1.81M – – –
CHC
645
City Holding Co
West Virginia
$1.78M -$109K -1,105 -6%
CTC
646
Central Trust Company
Missouri
$1.78M -$75.2K -762 -4%
LI
647
LMCG Investments
Massachusetts
$1.78M – – –
WTC
648
WhitTier Trust Company
Nevada
$1.77M -$238K -2,410 -12%
PGIM
649
Pacific Global Investment Management
California
$1.77M +$48.8K +494 +3%
HT
650
HighTower Trust
Texas
$1.77M +$540K +5,470 +44%
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