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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 %
CAM
651
Cypress Asset Management
Texas
$1.52M -$1.47K -15 -0.1%
MFS
652
MSI Financial Services
Massachusetts
$1.51M +$151K +1,539 +11%
CCM
653
Copeland Capital Management
Pennsylvania
$1.51M +$28.4K +289 +2%
ICM
654
Ionic Capital Management
New York
$1.51M -$5.75M -58,547 -79%
PGIM
655
Pacific Global Investment Management
California
$1.5M -$173K -1,758 -10%
CLOS
656
Compagnie Lombard Odier SCmA
Switzerland
$1.5M +$210K +2,131 +16%
VHAM
657
Van Hulzen Asset Management
California
$1.5M +$501K +5,100 +50%
DCM
658
Driehaus Capital Management
Illinois
$1.49M +$116K +1,178 +8%
MIM
659
Miller Investment Management
Pennsylvania
$1.48M – – –
TAM
660
Tocqueville Asset Management
New York
$1.48M -$116K -1,184 -7%
PWW
661
Pettyjohn Wood & White
Virginia
$1.47M -$3.34K -34 -0.2%
GCM
662
Geneva Capital Management
Wisconsin
$1.47M +$33.3K +339 +2%
ACM
663
Alpha Capital Management
Texas
$1.46M +$2.06K +21 +0.1%
BEAM
664
Baker Ellis Asset Management
Washington
$1.45M -$11.8K -120 -0.8%
BSB
665
Bangor Savings Bank
Maine
$1.44M -$32.5K -331 -2%
JGC
666
J. Goldman & Co
New York
$1.43M +$1.43M +14,500 New
HC
667
Highmount Capital
New York
$1.42M +$15.2K +155 +1%
CICI
668
Capital Investment Counsel Inc
North Carolina
$1.41M -$19.7K -200 -1%
SI
669
Stephens Inc
Arkansas
$1.41M +$228K +2,323 +19%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$863K +8,775 +158%
VAM
671
Visium Asset Management
New York
$1.41M +$1.1M +11,173 +357%
ESBC
672
E.S. Barr & Co
Kentucky
$1.41M -$19.7K -200 -1%
ACM
673
Azimuth Capital Management
Michigan
$1.4M -$27K -275 -2%
Fuller & Thaler Asset Management
674
Fuller & Thaler Asset Management
California
$1.4M -$433K -4,400 -24%
CHC
675
City Holding Co
West Virginia
$1.39M – – –
25 26
27
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