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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 %
RJFSA
726
Raymond James Financial Services Advisors
Florida
$1.09M -$129K -1,311 -11%
WSTAM
727
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$102K +1,037 +10%
CK
728
Cohen Klingenstein
New York
$1.07M – – –
Carson Wealth (CWM LLC)
729
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$678K +6,902 +172%
MHIM
730
MacNealy Hoover Investment Management
Ohio
$1.06M +$4.92K +50 +0.5%
DBIA
731
Dumont & Blake Investment Advisors
New Jersey
$1.06M – – –
CPO
732
Cerity Partners OCIO
New York
$1.05M +$2.65K +27 +0.3%
FT
733
Fiduciary Trust
Massachusetts
$1.04M +$45.5K +463 +5%
UBV
734
United Bank (Virginia)
Virginia
$1.04M +$429K +4,363 +70%
CIA
735
Capital Investment Advisors
Georgia
$1.04M -$48.2K -490 -4%
HB
736
Homrich & Berg
Georgia
$1.04M +$521K +5,300 +101%
FMC
737
First Merchants Corp
Indiana
$1.03M +$216K +2,200 +27%
KFS
738
KMS Financial Services
Washington
$1.03M +$27K +275 +3%
NERM
739
New England Research & Management
Illinois
$1.02M +$1.02M +10,420 New
H
740
Hexavest
Quebec, Canada
$1.02M – – –
TCOV
741
Trust Company of Vermont
Vermont
$1.02M +$23.7K +241 +2%
SAM
742
Symphony Asset Management
California
$1.02M -$1.21M -12,332 -54%
JCM
743
Jag Capital Management
Missouri
$1.02M +$25.6K +260 +3%
CBU
744
CIBC Bank USA
Illinois
$1.01M +$3.44K +35 +0.3%
RNS
745
Robert N. Shapiro
$1.01M -$144K -1,464 -12%
Walleye Trading
746
Walleye Trading
New York
$1.01M +$1.01M +10,293 New
AP
747
Advisor Partners
California
$1M -$1.18K -12 -0.1%
PAI
748
Pittenger & Anderson Inc
Nebraska
$991K +$295K +3,000 +42%
PAM
749
Paradigm Asset Management
New York
$988K -$2.75M -28,000 -74%
RC
750
RBF Capital
California
$983K – – –
28 29
30
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