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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 %
FHC
676
Forest Hill Capital
Arkansas
$1.39M – – –
Marshall Wace
677
Marshall Wace
United Kingdom
$1.38M +$1.38M +14,074 New
DPIM
678
Duff & Phelps Investment Management
Illinois
$1.38M -$76.7K -780 -5%
NJBEST
679
New Jersey Better Educational Savings Trust
New Jersey
$1.38M – – –
B
680
Barings
North Carolina
$1.36M +$433K +4,400 +47%
RHDIC
681
R.H. Dinel Investment Counsel
California
$1.35M – – –
TCOT
682
Trust Company of Toledo
Ohio
$1.35M -$119K -1,208 -8%
VNIM
683
Vaughan Nelson Investment Management
Texas
$1.35M – – –
BB
684
Bell Bank
North Dakota
$1.35M – – –
YL
685
YCG LLC
Texas
$1.34M – – –
NPC
686
National Planning Corporation
California
$1.34M -$169K -1,710 -11%
CI
687
Constellation Investments
Ohio
$1.34M +$19.7K +200 +1%
BP
688
Ballentine Partners
Massachusetts
$1.34M -$884 -9 -0.1%
SWP
689
Stratos Wealth Partners
Ohio
$1.33M +$1.01M +10,311 +321%
OWD
690
Osborn Williams & Donohoe
Ohio
$1.32M -$29.5K -300 -2%
BS
691
Bessemer Securities
New York
$1.32M +$1.32M +13,406 New
AAM
692
Auxier Asset Management
Oregon
$1.31M +$98 +1 +0%
Toronto Dominion Bank
693
Toronto Dominion Bank
Ontario, Canada
$1.31M -$10.1K -120 -0.8%
BIC
694
Bridges Investment Counsel
Nebraska
$1.3M -$188K -1,915 -13%
LJAC
695
L.J. Altfest & Co
New York
$1.29M -$988 -10 -0.1%
BAM
696
Berkshire Asset Management
Pennsylvania
$1.29M +$19.7K +200 +2%
SCM
697
Stellar Capital Management
Arizona
$1.28M +$73.7K +750 +6%
CBB
698
Citizens Business Bank
California
$1.28M +$165K +1,675 +15%
AIP
699
Ameritas Investment Partners
Nebraska
$1.28M -$76.2K -775 -6%
ANRIA
700
American National Registered Investment Advisor
Texas
$1.27M -$1.97K -20 -0.2%
26 27
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