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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 %
NYLIM
926
New York Life Investment Management
New York
$295K – – –
MM
927
Midas Management
New York
$295K +$295K +3,000 New
VCP
928
Vista Capital Partners
Oregon
$293K – – –
FNB
929
First Niagara Bank
New York
$293K – – –
CAG
930
Crestwood Advisors Group
Massachusetts
$286K -$9.84K -100 -3%
RGC
931
Roberts, Glore & Co
Illinois
$285K -$4.92K -50 -2%
KLWA
932
Kelly Lawrence W & Associates
California
$280K – – –
LNB
933
Ledyard National Bank
$276K -$25.6K -260 -8%
BCM
934
Brookstone Capital Management
Illinois
$276K +$40.2K +409 +17%
SC
935
SouthState Corp
Florida
$270K -$2.46K -25 -0.9%
HPC
936
HM Payson & Co
Maine
$270K +$270K +2,744 New
FCB
937
First Citizens Bancorporation
South Carolina
$268K +$40.8K +415 +18%
AB
938
AT Bancorp
Iowa
$265K +$38.9K +396 +17%
CCC
939
Chelsea Counsel Company
California
$265K +$265K +2,699 New
TC
940
Taylor Cottrill
New Hampshire
$264K +$1.97K +20 +0.8%
BAM
941
Baring Asset Management
United Kingdom
$264K +$264K +2,691 New
BJL
942
Brighton Jones LLC
Washington
$262K +$262K +2,661 New
PI
943
Pettee Investors
Connecticut
$258K – – –
OIA
944
Optimum Investment Advisors
Illinois
$258K +$103 +1 +0%
HIM
945
Hillsdale Investment Management
Ontario, Canada
$256K -$59.1K -600 -19%
ZCA
946
Zeke Capital Advisors
Pennsylvania
$256K – – –
LGC
947
Laurel Grove Capital
California
$256K +$256K +2,600 New
Jones Financial Companies
948
Jones Financial Companies
Missouri
$255K +$255K +2,597 New
CM
949
Capital Management
Virginia
$254K +$15.5K +157 +6%
IFB
950
iAB Financial Bank
Indiana
$249K – – –
36 37
38
39 40