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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 %
NJBEST
926
New Jersey Better Educational Savings Trust
New Jersey
$395K -$98.8K -1,000 -20%
SLG
927
Stanley-Laman Group
Pennsylvania
$394K – – –
BMO
928
Beck Mack & Oliver
New York
$388K -$49.3K -500 -11%
IAS
929
IMA Advisory Services
Colorado
$388K +$2.93K +30 +0.8%
RA
930
RFG Advisory
Alabama
$386K -$5.72K -58 -1%
RBC
931
Roble Belko & Company
Pennsylvania
$386K +$231K +2,340 +149%
SRC
932
Shufro Rose & Co
New York
$382K +$4.93K +50 +1%
PI
933
Pettee Investors
Connecticut
$382K +$123K +1,250 +48%
EM
934
Excalibur Management
Massachusetts
$376K +$69.6K +705 +23%
ICAS
935
Investors Capital Advisory Services
Massachusetts
$374K -$14.2K -144 -4%
PWAP
936
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$373K -$4.94K -50 -1%
SC
937
Savant Capital
Illinois
$371K +$12.4K +126 +3%
KSA
938
Ken Stern & Associates
California
$371K +$61.5K +623 +20%
IRS
939
Invictus RG (Singapore)
Singapore
$371K +$359K +3,635 +2,980%
T
940
Thomaspartners
Massachusetts
$367K -$126K -1,274 -26%
SI
941
Sentry Investments
Ontario, Canada
$366K +$1.91K +19,300 +0.5%
SFG
942
SNS Financial Group
Minnesota
$365K +$99 +1 +0%
1IA
943
1834 Investment Advisors
Wisconsin
$363K +$9.86K +100 +3%
WBG
944
Wharton Business Group
Pennsylvania
$363K +$363K +3,680 New
PIA
945
Peachtree Investment Advisors
Georgia
$362K – – –
OHS
946
Odey Holdings (Switzerland)
Switzerland
$355K +$138K +1,400 +64%
HSA
947
HBK Sorce Advisory
Pennsylvania
$351K +$112K +1,137 +47%
BSB
948
Bangor Savings Bank
Maine
$349K -$22.7K -230 -6%
HCM
949
Highbridge Capital Management
New York
$348K -$46.9M -475,501 -99%
MCC
950
Mid Continent Capital
Illinois
$348K -$1.08M -10,950 -76%
36 37
38
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