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United Parcel Service
UPS

947 hedge funds and large institutions have $43.9B invested in United Parcel Service in 2013 Q2 according to their latest regulatory filings, with 947 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $906M

70.16% more ownership

Funds ownership: 0% → 70.16% (+70%)

Holders
947
Holders Change
+947
Holders Change %
–
% of All Funds
30.9%
Holding in Top 10
49
Holding in Top 10 Change
+49
Holding in Top 10 Change %
% of All Funds
1.6%
New
947
Increased
–
Reduced
–
Closed
–
Calls
$1.93B
Puts
$906M
Net Calls
+$1.03B
Net Calls Change
+$1.03B

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Edge Wealth Management
New York
$439K +$433K +5,044 New
FM
777
Family Management
New York
$437K +$434K +5,055 New
KFS
778
KMS Financial Services
Washington
$437K +$435K +5,071 New
WIL
779
Winifred I. Li
$431K +$428K +4,987 New
BCM
780
Buckhead Capital Management
Georgia
$426K +$423K +4,930 New
NSIM
781
North Star Investment Management
Illinois
$411K +$407K +4,750 New
GAM
782
Griffin Asset Management
New York
$406K +$402K +4,690 New
CFB
783
Cullen/Frost Bankers
Texas
$406K +$403K +4,694 New
PWP
784
Private Wealth Partners
California
$404K +$401K +4,675 New
WAM
785
Weatherly Asset Management
California
$404K +$401K +4,677 New
TNBTD
786
Trustmark National Bank Trust Department
Mississippi
$397K +$394K +4,590 New
CK
787
Carnick & Kubik
Colorado
$393K +$389K +4,540 New
GF
788
Gerstein Fisher
New York
$393K +$390K +4,541 New
HCM
789
Highlander Capital Management
New Jersey
$391K +$388K +4,525 New
WCBA
790
Weaver C. Barksdale & Associates
Tennessee
$388K +$385K +4,491 New
RGC
791
Roberts, Glore & Co
Illinois
$387K +$384K +4,475 New
SYBT
792
Stock Yards Bank & Trust
Kentucky
$383K +$379K +4,422 New
SCM
793
Southport Capital Management
Tennessee
$383K +$380K +4,425 New
TCOO
794
Trust Company of Oklahoma
Oklahoma
$382K +$379K +4,413 New
BFS
795
Bradley Foster & Sargent
Connecticut
$380K +$377K +4,396 New
CPS
796
Counsel Portfolio Services
Ontario, Canada
$372K +$369K +4,300 New
HPBT
797
High Point Bank & Trust
North Carolina
$372K +$369K +4,300 New
TCOTO
798
Trust Company of the Ozarks
Missouri
$372K +$369K +4,305 New
SHA
799
Smith Hayes Advisers
Nebraska
$366K +$363K +4,237 New
BSW
800
Buckingham Strategic Wealth
Missouri
$365K +$362K +4,222 New
30 31
32
33 34

UPS Hedge Fund Activity: Q2 2013 in Review

947 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2013, worth a combined $43.9B.

Buyers outnumbered sellers: 947 funds opened new UPS positions and 0 closed out — a net gain of 947 holders — while 0 added to existing stakes and 0 trimmed.

  • 947 institutional investors held United Parcel Service (UPS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $43.9B of United Parcel Service stock for Q2 2013.
  • 947 funds opened new United Parcel Service positions in Q2 2013 and 0 closed out, a net change of +947 holders.

Based on aggregated 13F filings for Q2 2013.