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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 %
SAMC
751
Shinko Asset Management Company
Japan
$1.11M -$345K -3,496 -24%
LWCFA
752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M – – –
HAG
753
HighPoint Advisor Group
Illinois
$1.1M -$349K -3,536 -24%
WS
754
Wedbush Securities
California
$1.09M +$59.2K +600 +6%
CPO
755
Cerity Partners OCIO
New York
$1.09M +$8.09K +82 +0.7%
OWD
756
Osborn Williams & Donohoe
Ohio
$1.08M -$29.6K -300 -3%
CK
757
Cohen Klingenstein
New York
$1.08M – – –
SA
758
Strategic Advisors
New York
$1.08M +$51.9K +526 +5%
AHS
759
Aspiriant Holdings S3
California
$1.06M -$23.2K -235 -2%
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$1.05M +$66.2K +671 +7%
Northwestern Mutual Wealth Management
761
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$46.1K +467 +5%
CFB
762
Cullen/Frost Bankers
Texas
$1.05M -$7.5K -76 -0.7%
MHIM
763
MacNealy Hoover Investment Management
Ohio
$1.04M +$99 +1 +0%
MSS
764
Mitchell Sinkler & Starr
Pennsylvania
$1.03M – – –
LBC
765
Lowe Brockenbrough & Co
Virginia
$1.03M +$47.9K +485 +5%
SFA
766
Sequoia Financial Advisors
Ohio
$1.02M +$99 +1 +0%
H
767
Hexavest
Quebec, Canada
$1.02M +$81.1K +822 +9%
OCAM
768
Onex Canada Asset Management
Ontario, Canada
$1.01M +$1.01M +13,643 New
ADBIC
769
A.D. Beadell Investment Counsel
Wisconsin
$982K +$4.93K +50 +0.5%
SAM
770
Symphony Asset Management
California
$981K +$67.9K +688 +7%
BBA
771
BLB&B Advisors
Pennsylvania
$967K +$30.8K +312 +3%
CIA
772
Capital Investment Advisors
Georgia
$965K -$49.7K -504 -5%
MFS
773
MSI Financial Services
Massachusetts
$947K -$1.03M -10,426 -52%
FHA
774
First Horizon Advisors
Tennessee
$940K -$331K -3,358 -26%
WFG
775
Wills Financial Group
Virginia
$930K +$23.3K +236 +3%
29 30
31
32 33