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United Parcel Service
UPS

947 hedge funds and large institutions have $43.9B invested in United Parcel Service in 2013 Q2 according to their latest regulatory filings, with 947 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $906M

70.16% more ownership

Funds ownership: 0% → 70.16% (+70%)

Holders
947
Holders Change
+947
Holders Change %
–
% of All Funds
30.9%
Holding in Top 10
49
Holding in Top 10 Change
+49
Holding in Top 10 Change %
% of All Funds
1.6%
New
947
Increased
–
Reduced
–
Closed
–
Calls
$1.93B
Puts
$906M
Net Calls
+$1.03B
Net Calls Change
+$1.03B

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
876
Kelly Lawrence W & Associates
California
$173K +$172K +2,000 New
PAS
877
Partnervest Advisory Services
California
$171K +$169K +1,974 New
AW
878
Alpha Windward
Massachusetts
$169K +$167K +1,949 New
HIM
879
Hillsdale Investment Management
Ontario, Canada
$164K +$163K +1,900 New
WAM
880
Wolverine Asset Management
Illinois
$164K +$163K +1,900 New
TSWM
881
Triangle Securities Wealth Management
North Carolina
$160K +$159K +1,855 New
CPA
882
Cowen Prime Advisors
New York
$141K +$139K +1,625 New
MA
883
MCF Advisors
Kentucky
$131K +$115K +1,345 New
KTC
884
Kistler-Tiffany Companies
Pennsylvania
$123K +$122K +1,426 New
HSA
885
Hussman Strategic Advisors
Maryland
$121K +$120K +1,400 New
JWM
886
Jacobus Wealth Management
Wisconsin
$119K +$118K +1,375 New
PFS
887
Penseco Financial Services
Pennsylvania
$114K +$113K +1,316 New
MAM
888
Mizuho Asset Management
Japan
$110K +$109K +1,268 New
TCM
889
TD Capital Management
Tennessee
$105K +$104K +1,217 New
Lazard Asset Management
890
Lazard Asset Management
New York
$98K +$97.4K +1,135 New
TRCT
891
Tower Research Capital (TRC)
New York
$93K +$92.4K +1,077 New
H
892
Hexavest
Quebec, Canada
$90K +$88.8K +1,035 New
PFO
893
Pathstone Family Office
New Jersey
$88K +$86.5K +1,008 New
EFSCE
894
Enterprise Financial Services Corp (EFSC)
Missouri
$87K +$86.2K +1,005 New
WCM
895
Windsor Capital Management
Arizona
$87K +$86.5K +1,008 New
ST
896
Stifel Trust
Missouri
$80K +$79.3K +925 New
FA
897
Friess Associates
Delaware
$78K +$77.2K +900 New
TWA
898
TCI Wealth Advisors
Arizona
$78K +$77.8K +907 New
Loomis, Sayles & Company
899
Loomis, Sayles & Company
Massachusetts
$74.7K +$74.1M +863,897 New
PVH
900
Psagot Value Holdings
Israel
$74K +$72.9K +850 New
34 35
36
37 38

UPS Hedge Fund Activity: Q2 2013 in Review

947 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2013, worth a combined $43.9B.

Buyers outnumbered sellers: 947 funds opened new UPS positions and 0 closed out — a net gain of 947 holders — while 0 added to existing stakes and 0 trimmed.

  • 947 institutional investors held United Parcel Service (UPS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $43.9B of United Parcel Service stock for Q2 2013.
  • 947 funds opened new United Parcel Service positions in Q2 2013 and 0 closed out, a net change of +947 holders.

Based on aggregated 13F filings for Q2 2013.