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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 %
1IA
901
1834 Investment Advisors
Wisconsin
$352K – – –
SAM
902
Strategy Asset Managers
California
$351K – – –
SI
903
SII Investments
Wisconsin
$346K +$13.6K +139 +4%
BOIA
904
Bush ODonnell Investment Advisors
Missouri
$344K – – –
TFF
905
Timothy F. Fidgeon
$344K – – –
HCM
906
Harvey Capital Management
Florida
$344K +$98.3K +1,000 +40%
NL
907
NWAM LLC
Washington
$339K +$6.78K +69 +2%
MHC
908
Meyer Handelman Company
New York
$334K – – –
PAS
909
Partnervest Advisory Services
California
$331K +$16.9K +172 +5%
HWA
910
Heritage Wealth Advisors
Virginia
$329K +$3.63K +37 +1%
MGIA
911
Moneta Group Investment Advisors
Missouri
$327K -$343K -3,491 -51%
B
912
Bailard
California
$324K +$10.3K +105 +3%
LCM
913
LVM Capital Management
Michigan
$318K – – –
WRM
914
Weybosset Research & Management
Rhode Island
$315K – – –
NEAM
915
New England Asset Management
Connecticut
$314K – – –
WIC
916
Wood Investment Counsel
Colorado
$312K – – –
DAM
917
Deltec Asset Management
New York
$311K -$88.2K -896 -22%
ZF
918
Zhang Financial
Michigan
$308K – – –
PIA
919
Peachtree Investment Advisors
Georgia
$307K +$19.6K +200 +7%
W
920
Wealthfront
California
$302K +$48.1K +490 +19%
RAM
921
Redmond Asset Management
Virginia
$300K -$1.46M -14,872 -83%
RT
922
Reliance Trust
Georgia
$299K -$12.8K -130 -4%
SC
923
Savant Capital
Illinois
$299K +$4.61K +47 +2%
ACA
924
Anchor Capital Advisors
Massachusetts
$299K +$299K +3,038 New
MJRIC
925
Mogy Joel R Investment Counsel
California
$295K – – –
35 36
37
38 39