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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 %
CIC
826
Carnegie Investment Counsel
Ohio
$815K +$14.5K +155 +2%
MSS
827
Mitchell Sinkler & Starr
Pennsylvania
$811K -$193K -2,000 -19%
CG
828
Colony Group
Massachusetts
$808K -$48.1K -500 -6%
Two Sigma Advisers
829
Two Sigma Advisers
New York
$805K -$7.15M -74,380 -90%
IPC
830
Independent Portfolio Consultants
Florida
$790K -$447K -4,645 -36%
MCM
831
Mork Capital Management
California
$789K +$789K +8,200 New
PFS
832
Prospera Financial Services
Texas
$782K -$962 -10 -0.1%
RCAG
833
Rehmann Capital Advisory Group
Michigan
$780K +$13K +135 +2%
GWCM
834
Godshalk Welsh Capital Management
Pennsylvania
$777K – – –
NPC
835
National Planning Corporation
California
$776K +$108K +1,132 +16%
NGA
836
Naples Global Advisors
Florida
$774K +$96.7K +1,005 +14%
FCMC
837
Founders Capital Management (Connecticut)
Connecticut
$774K +$206K +2,140 +36%
BWM
838
Biltmore Wealth Management
Arizona
$759K -$866 -9 -0.1%
IC
839
Intersect Capital
California
$756K +$74.3K +772 +11%
CB
840
Chemical Bank
Michigan
$755K -$29.8K -310 -4%
WAM
841
Wealthspire Advisors (Maryland)
Maryland
$753K +$753K +7,825 New
FBT
842
First Bankers Trust
Kentucky
$748K -$19.3K -200 -3%
CIS
843
Connors Investor Services
Pennsylvania
$744K +$101K +1,048 +16%
PVH
844
Psagot Value Holdings
Israel
$739K +$739K +7,675 New
MWM
845
Mission Wealth Management
California
$737K -$1.54K -16 -0.2%
CFP
846
Cornerstone Financial Partners
North Carolina
$737K +$737K +7,591 New
CAM
847
CG Asset Management
New York
$732K +$155K +1,615 +27%
FNB
848
Farmers National Bank
Kentucky
$729K – – –
SEC
849
Seven Eight Capital
New York
$722K +$722K +7,500 New
BIC
850
Bridges Investment Counsel
Nebraska
$718K – – –
32 33
34
35 36