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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 %
Verition Fund Management
801
Verition Fund Management
Connecticut
$688K +$688K +7,004 New
IAS
802
IMA Advisory Services
Colorado
$685K +$60.9K +620 +10%
EWM
803
Elite Wealth Management
Washington
$684K -$233K -2,372 -25%
MFBTD
804
MB Financial Bank - Trust Department
Illinois
$684K +$284K +2,819 +71%
TCOO
805
Trust Company of Oklahoma
Oklahoma
$683K -$63K -641 -8%
NFG
806
Next Financial Group
Texas
$683K +$683K +6,948 New
ANB
807
Amarillo National Bank
Texas
$682K – – –
CR
808
Cooperatieve Rabobank
Netherlands
$679K -$374K -3,808 -36%
WRM
809
Westport Resources Management
Connecticut
$677K +$45.6K +464 +7%
ACH
810
ArrowMark Colorado Holdings
Colorado
$670K – – –
Cohen & Steers
811
Cohen & Steers
New York
$659K – – –
CIS
812
Connors Investor Services
Pennsylvania
$657K -$9.96M -101,312 -94%
RCAG
813
Rehmann Capital Advisory Group
Michigan
$645K -$12.5K -127 -2%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$643K +$155K +1,572 +32%
CB
815
Chemical Bank
Michigan
$638K +$1.47K +15 +0.2%
JA
816
JLB & Associates
Michigan
$633K -$29.9K -305 -5%
RIA
817
Regal Investment Advisors
Michigan
$631K – – –
TBNY
818
Trustco Bank (New York)
New York
$628K -$17.2K -175 -3%
GVT
819
Genesee Valley Trust
New York
$623K +$14.9K +152 +2%
FWCM
820
Ferguson Wellman Capital Management
Oregon
$611K -$25.5K -260 -4%
MHS
821
M Holdings Securities
Oregon
$610K +$138K +1,615 +29%
VIM
822
Veritas Investment Management
United Kingdom
$609K -$363K -3,700 -37%
PP
823
Paloma Partners
Connecticut
$602K -$2.1M -21,319 -78%
CL
824
CPWM LLC
Washington
$596K +$29.5K +300 +5%
ARMT
825
Amica Retiree Medical Trust
Rhode Island
$594K – – –
31 32
33
34 35