UPS icon

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 %
CT
701
Coastline Trust
Rhode Island
$1.27M – – –
PAM
702
PartnerRe Asset Management
Connecticut
$1.27M -$208K -2,114 -14%
SACTSONJ
703
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M – – –
SFSG
704
Stearns Financial Services Group
North Carolina
$1.26M -$6K -61 -0.5%
CFA
705
Carroll Financial Associates
North Carolina
$1.26M +$13.6K +125 +1%
ST
706
Smithfield Trust
Pennsylvania
$1.25M -$23.1K -235 -2%
DCM
707
Dupont Capital Management
Delaware
$1.25M +$328K +3,334 +36%
DAS
708
Dynamic Advisor Solutions
Arizona
$1.25M +$405K +4,123 +48%
GLA
709
Great Lakes Advisors
Illinois
$1.24M +$425K +4,328 +52%
BFM
710
Boston Financial Management
Massachusetts
$1.24M -$1.11M -11,257 -47%
FC
711
FIC Capital
New York
$1.24M -$56K -570 -4%
ITIM
712
Indiana Trust & Investment Management
Indiana
$1.23M -$4.91K -50 -0.4%
TCM
713
Telos Capital Management
California
$1.22M +$17.4K +177 +1%
WCM
714
Wunderlich Capital Managemnt
Tennessee
$1.2M +$7.24K +74 +0.6%
MNBTD
715
Moody National Bank Trust Division
Texas
$1.2M +$27.5K +280 +2%
HPIA
716
Hamilton Point Investment Advisors
North Carolina
$1.19M +$25.6K +260 +2%
HFS
717
HL Financial Services
Kentucky
$1.19M -$5.5K -56 -0.5%
MWR
718
McAdams Wright Ragen
Washington
$1.19M +$19.7K +200 +2%
MWAC
719
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.18M +$318K +3,235 +37%
AHS
720
Aspiriant Holdings S3
California
$1.17M +$95.8K +975 +9%
WIM
721
Waverton Investment Management
United Kingdom
$1.17M -$18.5M -187,828 -94%
Bank of Nova Scotia
722
Bank of Nova Scotia
Ontario, Canada
$1.15M +$62.3K +634 +6%
BCM
723
Bluefin Capital Management
New York
$1.15M +$161K +1,642 +16%
IAM
724
ICM Asset Management
Washington
$1.13M -$49.1K -500 -4%
MSS
725
Mitchell Sinkler & Starr
Pennsylvania
$1.11M -$86.5K -880 -7%
27 28
29
30 31