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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 %
PPSG
726
Princeton Portfolio Strategies Group
New Jersey
$1.28M -$12.9K -131 -1%
SACTSONJ
727
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.27M – – –
IPC
728
Independent Portfolio Consultants
Florida
$1.27M +$22.7K +230 +2%
TCOV
729
Trust Company of Vermont
Vermont
$1.26M +$121K +1,228 +11%
QI
730
QS Investors
New York
$1.26M +$8.88K +90 +0.7%
PAM
731
PartnerRe Asset Management
Connecticut
$1.25M +$10.5K +106 +0.8%
ITIM
732
Indiana Trust & Investment Management
Indiana
$1.24M – – –
FT
733
Fiduciary Trust
Massachusetts
$1.22M – – –
JA
734
JLB & Associates
Michigan
$1.22M +$5.23K +53 +0.4%
ANRIA
735
American National Registered Investment Advisor
Texas
$1.22M – – –
RWM
736
Rezny Wealth Management
Florida
$1.21M +$1.09K +11 +0.1%
BA
737
Bennicas & Associates
California
$1.2M -$93.8K -950 -7%
DPIM
738
Duff & Phelps Investment Management
Illinois
$1.19M -$48.4K -490 -4%
PA
739
Profund Advisors
Maryland
$1.18M -$406K -4,116 -26%
MCM
740
Mazama Capital Management
Oregon
$1.17M +$1.17M +11,882 New
AP
741
Advisor Partners
California
$1.17M -$69.3K -702 -6%
RHDIC
742
R.H. Dinel Investment Counsel
California
$1.16M – – –
MNBTD
743
Moody National Bank Trust Division
Texas
$1.15M -$29.6K -300 -3%
BAM
744
Berkshire Asset Management
Pennsylvania
$1.14M -$1.97K -20 -0.2%
FCBT
745
First Citizens Bank & Trust
North Carolina
$1.14M – – –
SPC
746
Sigma Planning Corp
Michigan
$1.14M +$388K +3,933 +52%
FMLI
747
Fukoku Mutual Life Insurance
Japan
$1.14M +$859K +8,700 +311%
FAAS
748
First Allied Advisory Services
California
$1.13M -$138K -1,402 -11%
CC
749
Cannell & Co
New York
$1.13M +$1.13M +11,400 New
BLAM
750
Bourne Lent Asset Management
New York
$1.12M +$227K +2,300 +25%
28 29
30
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