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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 %
LCM
901
Liberty Capital Management
Michigan
$459K -$295K -2,995 -39%
BCM
902
BlueCrest Capital Management
Jersey
$459K +$459K +4,651 New
PAIA
903
Park Avenue Institutional Advisers
New York
$458K -$4.14K -42 -0.9%
RWA
904
Ropes Wealth Advisors
Massachusetts
$456K +$126K +1,280 +38%
PP
905
Paloma Partners
Connecticut
$451K -$204K -2,063 -31%
HPBT
906
High Point Bank & Trust
North Carolina
$445K – – –
NYLIM
907
New York Life Investment Management
New York
$444K – – –
DBT
908
Dubuque Bank & Trust
Iowa
$441K -$251K -2,545 -36%
WCBA
909
Weaver C. Barksdale & Associates
Tennessee
$440K – – –
AIA
910
AIMZ Investment Advisors
California
$439K +$14.8K +150 +3%
NAMA
911
Nikko Asset Management Americas
New York
$432K – – –
SIC
912
Salem Investment Counselors
North Carolina
$423K -$978 -10 -0.2%
GAM
913
Griffin Asset Management
New York
$423K +$64.7K +656 +18%
TCM
914
Traynor Capital Management
Pennsylvania
$422K +$2.07K +21 +0.5%
TNB
915
Thomasville National Bank
Georgia
$420K -$24.7K -250 -6%
NFG
916
Next Financial Group
Texas
$420K +$98.1K +995 +30%
CT
917
Cambridge Trust
Massachusetts
$413K +$20.7K +210 +5%
WAM
918
Weatherly Asset Management
California
$407K +$2.27K +23 +0.6%
AP
919
Appleton Partners
Massachusetts
$407K +$82.3K +835 +25%
JIC
920
Johnson Investment Counsel
Ohio
$405K -$8.58K -87 -2%
IH
921
IFC Holdings
Florida
$403K +$34K +343 +9%
GLI
922
Guardian Life Insurance
New York
$403K +$104K +1,053 +35%
QSS
923
Quantitative Systematic Strategies
Florida
$403K +$403K +4,085 New
BO
924
Bank OZK
Arkansas
$397K +$397K +4,017 New
HK
925
Horizon Kinetics
New York
$396K +$108K +1,100 +38%
35 36
37
38 39