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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
$371M
2
HMP
HS Management Partners
New York
$98.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$453M
4
American Century Companies
American Century Companies
Missouri
$391M
5
DCM
Discovery Capital Management
Connecticut
$58.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$525M
2
Renaissance Technologies
Renaissance Technologies
New York
$37.7M
3
Ameriprise
Ameriprise
Minnesota
$249M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.68B
5
MC
Montag & Caldwell
Georgia
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
876
Opus Capital Group
Ohio
$400K – – –
TCM
877
Tran Capital Management
California
$400K – – –
GP
878
Girard Partners
Pennsylvania
$399K +$399K +4,054 New
WAM
879
Weatherly Asset Management
California
$398K -$19.6K -200 -5%
BC
880
Banced Corp
Illinois
$396K +$12.9K +131 +3%
TNB
881
Thomasville National Bank
Georgia
$394K +$51.3K +522 +15%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$393K -$29.5K -300 -7%
GLI
883
Guardian Life Insurance
New York
$393K -$2.36K -24 -0.6%
HK
884
Horizon Kinetics
New York
$392K – – –
SRC
885
Shufro Rose & Co
New York
$388K -$19.6K -200 -5%
BFS
886
Bradley Foster & Sargent
Connecticut
$387K -$16.8K -171 -4%
SYBT
887
Stock Yards Bank & Trust
Kentucky
$381K -$43.2K -440 -10%
FB
888
Fulton Bank
Pennsylvania
$379K -$3.24K -33 -0.8%
CL
889
Choreo LLC
Illinois
$376K +$376K +3,830 New
VWM
890
Vector Wealth Management
Minnesota
$374K -$19.7K -200 -5%
VNB
891
Valley National Bancorp
New York
$374K – – –
SHA
892
Smith Hayes Advisers
Nebraska
$373K +$295 +3 +0.1%
HFS
893
Haverford Financial Services
Pennsylvania
$371K +$20.3K +206 +6%
PWAP
894
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$370K +$2.46K +25 +0.7%
HSA
895
HBK Sorce Advisory
Pennsylvania
$366K +$143K +1,457 +64%
CA
896
Cetera Advisors
Colorado
$364K +$16.5K +167 +5%
SBWM
897
Sunflower Bank Wealth Management
Arizona
$361K +$4.91K +50 +1%
WSCM
898
Wellington Shields Capital Management
New York
$355K – – –
BC
899
Burney Company
Virginia
$354K -$5.01K -51 -1%
BDF
900
Balasa Dinverno & Foltz
$354K +$984 +10 +0.3%
34 35
36
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