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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 %
FHC
701
Forest Hill Capital
Arkansas
$1.39M – – –
TCOT
702
Trust Company of Toledo
Ohio
$1.39M -$31.8K -322 -2%
BFM
703
Boston Financial Management
Massachusetts
$1.38M +$14.8K +150 +1%
BF
704
BOK Financial
Oklahoma
$1.38M -$1.09M -11,090 -44%
SL
705
Summitry LLC
California
$1.36M +$55.3K +560 +4%
BB
706
Bell Bank
North Dakota
$1.36M – – –
VNIM
707
Vaughan Nelson Investment Management
Texas
$1.36M – – –
PC
708
Palo Capital
California
$1.35M – – –
TNBTD
709
Trustmark National Bank Trust Department
Mississippi
$1.35M +$190K +1,930 +16%
TCM
710
Telos Capital Management
California
$1.35M +$28.9K +293 +2%
RHFI
711
Reilly Herbert Faulkner III
$1.35M – – –
ESBC
712
E.S. Barr & Co
Kentucky
$1.34M -$3.06K -31 -0.2%
SCM
713
Stellar Capital Management
Arizona
$1.33M – – –
AF
714
Arrow Financial
New York
$1.33M -$47.9K -485 -3%
HPIA
715
Hamilton Point Investment Advisors
North Carolina
$1.32M +$68.1K +690 +5%
AAM
716
Auxier Asset Management
Oregon
$1.32M +$197 +2 +0%
LJAC
717
L.J. Altfest & Co
New York
$1.31M -$4.74K -48 -0.4%
TH
718
Timber Hill
Connecticut
$1.31M +$1.31M +13,247 New
W
719
Wealthfront
California
$1.3M +$591K +5,986 +83%
BP
720
Ballentine Partners
Massachusetts
$1.3M -$691 -7 -0.1%
SFSG
721
Stearns Financial Services Group
North Carolina
$1.29M +$5.43K +55 +0.4%
AIP
722
Ameritas Investment Partners
Nebraska
$1.29M +$10.1K +102 +0.8%
Bank of Nova Scotia
723
Bank of Nova Scotia
Ontario, Canada
$1.29M +$60.2K +610 +5%
AWS
724
Aris Wealth Services
Pennsylvania
$1.28M -$41.4K -420 -3%
CFA
725
Carroll Financial Associates
North Carolina
$1.28M +$96K +913 +8%
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