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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 %
ACH
826
ArrowMark Colorado Holdings
Colorado
$691K – – –
AP
827
AHL Partners
United Kingdom
$691K +$222K +2,246 +47%
TFA
828
Transamerica Financial Advisors
Florida
$689K +$32K +324 +5%
FMC
829
First Merchants Corp
Indiana
$686K -$59.5K -602 -8%
EWMCB
830
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$686K +$56.5K +573 +9%
TCB
831
Texas Capital Bancshares
Texas
$680K -$84.4K -855 -11%
FWM
832
Frontier Wealth Management
Missouri
$677K -$106K -1,079 -14%
CNFG
833
Creegan & Nassoura Financial Group
New Hampshire
$674K -$27K -274 -4%
WIC
834
Woodmont Investment Counsel
Tennessee
$674K -$4.93K -50 -0.7%
MCM
835
Monarch Capital Management
Indiana
$660K -$79.4K -804 -11%
CIS
836
Connors Investor Services
Pennsylvania
$659K – – –
MC
837
Middleton & Co
Massachusetts
$656K -$11.8K -120 -2%
PL
838
Perpetual Ltd
Australia
$648K – – –
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$643K +$155K +1,572 +32%
GLRA
840
Gerald L. Ray & Associates
Texas
$636K -$29.6K -300 -4%
CIM
841
CenturyLink Investment Management
Colorado
$633K -$17K -172 -3%
PIM
842
Progressive Investment Management
Oregon
$632K -$20.1K -204 -3%
NG
843
NatWest Group
United Kingdom
$624K +$28.3K +287 +5%
BW
844
Bison Wealth
Georgia
$621K +$3.95K +40 +0.6%
PIM
845
Profit Investment Management
Maryland
$613K -$165K -1,667 -21%
QC
846
Quadrature Capital
United Kingdom
$612K -$434K -4,400 -42%
ANB
847
Amarillo National Bank
Texas
$610K -$29.9K -303 -5%
AIA
848
Alerus Investment Advisors
Minnesota
$608K +$13.1K +133 +2%
IFB
849
iAB Financial Bank
Indiana
$604K – – –
ICOA
850
Investment Centers of America
North Dakota
$604K +$83.2K +841 +16%
32 33
34
35 36