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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 %
UR
801
USCA RIA
Texas
$978K +$119K +1,236 +14%
RC
802
RBF Capital
California
$962K -$1.44M -15,000 -60%
ADBIC
803
A.D. Beadell Investment Counsel
Wisconsin
$958K – – –
RWM
804
Rezny Wealth Management
Florida
$946K -$236K -2,460 -20%
FHA
805
First Horizon Advisors
Tennessee
$946K +$29.3K +305 +3%
CIA
806
Capital Investment Advisors
Georgia
$936K -$5.39K -56 -0.6%
PCM
807
Parsons Capital Management
Rhode Island
$929K +$36.2K +376 +4%
MYAM
808
Meiji Yasuda Asset Management
Japan
$908K +$356K +3,700 +64%
SAMC
809
Shinko Asset Management Company
Japan
$889K -$192K -1,999 -18%
CIP
810
Convergence Investment Partners
Florida
$888K -$5.68K -59 -0.6%
QAM
811
Quantres Asset Management
Cayman Islands
$885K +$885K +9,200 New
ST
812
Smithfield Trust
Pennsylvania
$880K -$10K -104 -1%
FIM
813
Fernwood Investment Management
Massachusetts
$879K – – –
CAG
814
Crestwood Advisors Group
Massachusetts
$878K – – –
DTL
815
Dynamic Technology Lab
Singapore
$876K +$876K +9,100 New
FA
816
FDx Advisors
Illinois
$874K -$520K -5,410 -37%
HCM
817
Highbridge Capital Management
New York
$848K +$508K +5,283 +150%
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
$846K -$42.9K -446 -5%
WA
819
Wealth Architects
California
$843K +$1.83K +19 +0.2%
W
820
Wealthfront
California
$835K -$434K -4,512 -34%
MAM
821
Mizuho Asset Management
Japan
$833K +$92.7K +963 +13%
FFWA
822
FRG Family Wealth Advisors
Washington
$832K +$832K +8,645 New
FP
823
FDO Partners
Massachusetts
$831K +$831K +8,636 New
NIM
824
Nexus Investment Management
Ontario, Canada
$823K -$14.4K -150 -2%
NB
825
NBT Bank
New York
$821K -$8.27K -86 -1%
31 32
33
34 35