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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 %
LBC
751
Lowe Brockenbrough & Co
Virginia
$977K -$26K -265 -3%
PTC
752
Private Trust Company
Ohio
$950K -$26.7K -272 -3%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$948K -$885 -9 -0.1%
NIM
754
Nexus Investment Management
Ontario, Canada
$944K – – –
AC
755
Addenda Capital
Quebec, Canada
$939K +$19.2K +200 +2%
MC
756
Middleton & Co
Massachusetts
$936K -$78.2K -795 -8%
ADBIC
757
A.D. Beadell Investment Counsel
Wisconsin
$925K +$8.84K +90 +1%
HA
758
Hamel Associates
New Jersey
$919K – – –
ECM
759
ETrade Capital Management
Virginia
$914K -$84.2K -856 -8%
BFEC
760
Benjamin F. Edwards & Company
Missouri
$911K -$29.5K -300 -3%
MYLI
761
Meiji Yasuda Life Insurance
Japan
$906K -$926K -9,413 -51%
WA
762
WFG Advisors
Texas
$906K +$19.9K +203 +2%
SWM
763
SVA Wealth Management
Wisconsin
$898K +$125K +1,275 +16%
PMG
764
ProVise Management Group
Florida
$884K +$239K +2,432 +37%
LCM
765
Liberty Capital Management
Michigan
$879K +$4.42K +45 +0.5%
FBT
766
Founders Bank & Trust
Michigan
$878K +$4.91K +50 +0.6%
NB
767
NBT Bank
New York
$876K -$39.6K -403 -4%
TH
768
Timber Hill
Connecticut
$876K +$876K +8,916 New
PCM
769
Parsons Capital Management
Rhode Island
$869K – – –
FAAS
770
First Allied Advisory Services
California
$868K -$249K -2,529 -22%
WS
771
Wedbush Securities
California
$849K +$135K +1,372 +19%
Northwestern Mutual Wealth Management
772
Northwestern Mutual Wealth Management
Wisconsin
$846K +$219K +2,223 +35%
CIC
773
Carnegie Investment Counsel
Ohio
$838K – – –
FBNAT
774
FirstMerit Bank N.A. Trustee
Ohio
$837K – – –
SIC
775
Shoker Investment Counsel
Ohio
$837K +$1.08K +11 +0.1%
29 30
31
32 33