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United Parcel Service
UPS

Overview Fund Activity

1,216 hedge funds and large institutions have $45.6B invested in United Parcel Service in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 468 increasing their positions, 464 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+56
Holders Change %
+4.83%
% of All Funds
31.93%
Holding in Top 10
46
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-33.33%
% of All Funds
1.21%
New
132
Increased
468
Reduced
464
Closed
65
Calls
$1.67B
Puts
$702M
Net Calls
+$967M
Net Calls Change
+$323M

Top Buyers

1
TCM
Tran Capital Management
California
+$139M
2
Invesco
Invesco
Georgia
+$105M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$81.8M
4
Morgan Stanley
Morgan Stanley
New York
+$73.8M
5
BFA
BlackRock Fund Advisors
California
+$66.2M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.53B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
3
GA
Greenhaven Associates
New York
-$249M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$164M
5
American Century Companies
American Century Companies
Missouri
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
776
Oxbow Advisors
Texas
$1.15M +$1.15M +11,912 New
MCM
777
Mazama Capital Management
Oregon
$1.14M – – –
AIM
778
abrdn Investment Management
United Kingdom
$1.14M -$2.7M -28,079 -70%
RHDIC
779
R.H. Dinel Investment Counsel
California
$1.13M – – –
MNBTD
780
Moody National Bank Trust Division
Texas
$1.12M – – –
DPIM
781
Duff & Phelps Investment Management
Illinois
$1.11M -$52K -540 -4%
SFT
782
Simmons First Trust
Arkansas
$1.1M +$391K +4,062 +55%
FMLI
783
Fukoku Mutual Life Insurance
Japan
$1.1M -$9.62K -100 -0.9%
PCMM
784
Private Capital Management (Minnesota)
Minnesota
$1.1M +$1.1M +11,400 New
AI
785
Atria Investments
North Carolina
$1.08M +$235K +2,575 +28%
H
786
Hexavest
Quebec, Canada
$1.07M +$71.2K +740 +7%
FAAS
787
First Allied Advisory Services
California
$1.06M -$43K -444 -4%
AHS
788
Aspiriant Holdings S3
California
$1.05M +$17.9K +186 +2%
OWD
789
Osborn Williams & Donohoe
Ohio
$1.05M – – –
CK
790
Cohen Klingenstein
New York
$1.05M – – –
BLAM
791
Bourne Lent Asset Management
New York
$1.05M -$48.1K -500 -4%
LNWWM
792
Laird Norton Wetherby Wealth Management
California
$1.04M +$11.5K +119 +1%
Northwestern Mutual Wealth Management
793
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$4.81K +50 +0.5%
TSW
794
Thompson Siegel & Walmsley
Virginia
$1.02M +$435K +4,519 +75%
MHIM
795
MacNealy Hoover Investment Management
Ohio
$1.01M +$96 +1 +0%
LBC
796
Lowe Brockenbrough & Co
Virginia
$1M +$1.44K +15 +0.1%
AIA
797
Alerus Investment Advisors
Minnesota
$1M +$410K +4,263 +69%
LWCFA
798
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$996K -$96.2K -1,000 -9%
SFA
799
Sequoia Financial Advisors
Ohio
$990K -$9.05K -94 -0.9%
BAS
800
Brown Advisory Securities
Maryland
$988K +$253K +2,636 +34%
30 31
32
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