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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 %
TFF
951
Timothy F. Fidgeon
$345K – – –
HCM
952
Harvey Capital Management
Florida
$345K – – –
SHA
953
Smith Hayes Advisers
Nebraska
$344K +$3.74K +38 +1%
GVT
954
Genesee Valley Trust
New York
$339K -$440K -4,463 -56%
HCM
955
Highlander Capital Management
New Jersey
$338K – – –
FM
956
Foster & Motley
Ohio
$338K +$338K +3,481 New
SBWM
957
Sunflower Bank Wealth Management
Arizona
$336K -$19.8K -200 -6%
SFSIG
958
San Francisco Sentry Investment Group
California
$336K +$40.7K +413 +14%
HWA
959
Heritage Wealth Advisors
Virginia
$335K +$38.4K +390 +13%
BOIA
960
Bush ODonnell Investment Advisors
Missouri
$325K -$20.2K -205 -6%
SI
961
SII Investments
Wisconsin
$324K +$26K +262 +9%
LCM
962
LVM Capital Management
Michigan
$320K – – –
CL
963
Choreo LLC
Illinois
$320K +$7.69K +78 +2%
VWM
964
Vector Wealth Management
Minnesota
$319K -$15.5K -151 -5%
BRWA
965
B. Riley Wealth Advisors
Florida
$318K +$71.3K +720 +29%
BC
966
Banced Corp
Illinois
$316K -$11.8K -119 -4%
WRM
967
Weybosset Research & Management
Rhode Island
$316K – – –
OWP
968
Obermeyer Wealth Partners
Colorado
$316K – – –
EDRH
969
Edmond de Rothschild Holding
Switzerland
$314K +$314K +3,185 New
ZF
970
Zhang Financial
Michigan
$313K +$1.97K +20 +0.6%
SS
971
Sunbelt Securities
Texas
$312K -$22.1K -224 -7%
TCOO
972
Trust Company of Oklahoma
Oklahoma
$312K -$21.2K -215 -6%
CG
973
Caprock Group
Idaho
$304K +$304K +3,081 New
YP
974
Yellowstone Partners
Idaho
$300K -$157K -1,588 -34%
RAM
975
Redmond Asset Management
Virginia
$299K – – –
37 38
39
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