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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 %
CG
826
Colony Group
Massachusetts
$584K +$567K +5,765 +3,257%
ICAS
827
Investors Capital Advisory Services
Massachusetts
$582K -$20.1K -205 -3%
LWCFA
828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$567K +$9.83K +100 +2%
BWAM
829
Boyd Watterson Asset Management
Ohio
$565K – – –
1SB
830
1ST Source Bank
Indiana
$562K +$3.05K +31 +0.5%
GLRA
831
Gerald L. Ray & Associates
Texas
$550K +$8.86K +90 +2%
IPC
832
Independent Portfolio Consultants
Florida
$550K +$170K +1,725 +45%
CTA
833
Colonial Trust Advisors
South Carolina
$549K – – –
MYAM
834
Meiji Yasuda Asset Management
Japan
$548K -$459K -4,670 -46%
PL
835
Perpetual Ltd
Australia
$547K -$49.1K -500 -8%
LBG
836
Lloyds Banking Group
United Kingdom
$542K +$269K +2,737 +98%
RIL
837
Rothschild Investment LLC
Illinois
$537K +$1.77K +18 +0.3%
BSW
838
Buckingham Strategic Wealth
Missouri
$527K -$39.5K -402 -7%
ISL
839
Ingalls & Snyder LLC
New York
$527K – – –
T
840
Thomaspartners
Massachusetts
$524K – – –
KWMG
841
King Wealth Management Group
Florida
$505K – – –
SEC
842
Seven Eight Capital
New York
$501K +$501K +5,100 New
CIM
843
CenturyLink Investment Management
Colorado
$501K -$51.6K -525 -9%
TFA
844
Transamerica Financial Advisors
Florida
$499K +$6.39K +65 +1%
CCA
845
Checchi Capital Advisers
California
$495K +$161K +1,634 +48%
GIS
846
Guardian Investor Services
New York
$491K -$28.3K -288 -5%
CCM
847
Crossvault Capital Management
Texas
$491K +$167K +1,700 +52%
MIG
848
Mariner Investment Group
New York
$491K +$491K +5,000 New
ACM
849
Advent Capital Management
New York
$491K +$491K +5,000 New
NSIM
850
North Star Investment Management
Illinois
$485K -$16.1K -164 -3%
32 33
34
35 36