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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 %
FBT
801
First Bankers Trust
Kentucky
$786K +$3.26K +33 +0.4%
RCAG
802
Rehmann Capital Advisory Group
Michigan
$786K +$63.4K +643 +9%
ECM
803
ETrade Capital Management
Virginia
$785K -$18.6K -188 -2%
ACM
804
Apex Capital Management
Ohio
$785K -$12.4K -126 -2%
BWM
805
Biltmore Wealth Management
Arizona
$779K -$2.76K -28 -0.4%
GIA
806
GHP Investment Advisors
Colorado
$767K +$127K +1,286 +20%
CBU
807
CIBC Bank USA
Illinois
$761K -$15.3K -155 -2%
MAM
808
Mizuho Asset Management
Japan
$759K +$131K +1,329 +21%
MWM
809
Mission Wealth Management
California
$757K +$17.3K +175 +2%
BAS
810
Brown Advisory Securities
Maryland
$753K +$97.2K +987 +15%
FNB
811
Farmers National Bank
Kentucky
$748K – – –
SCM
812
Schnieders Capital Management
California
$744K -$126K -1,275 -14%
BFS
813
Bradley Foster & Sargent
Connecticut
$734K +$257K +2,600 +54%
CCG
814
Cypress Capital Group
Florida
$731K -$7.6K -77 -1%
NPC
815
National Planning Corporation
California
$729K -$24.9K -239 -3%
SIC
816
Shoker Investment Counsel
Ohio
$725K -$20.4K -207 -3%
SFT
817
Simmons First Trust
Arkansas
$724K +$148K +1,500 +26%
BAM
818
Burnham Asset Management
New York
$720K -$493 -5 -0.1%
BIC
819
Bridges Investment Counsel
Nebraska
$718K -$69.4K -715 -9%
BIM
820
Bridges Investment Management
Nebraska
$718K – – –
WSCM
821
Wellington Shields Capital Management
New York
$712K – – –
LSCM
822
LaSalle Street Capital Management
Illinois
$701K – – –
MBT
823
Monroe Bank & Trust
Michigan
$700K -$3.26K -33 -0.5%
IC
824
Intersect Capital
California
$699K -$107K -1,087 -13%
NGA
825
Naples Global Advisors
Florida
$695K +$60.8K +616 +10%
31 32
33
34 35