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United Parcel Service
UPS

Overview Fund Activity

1,216 hedge funds and large institutions have $45.6B invested in United Parcel Service in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 468 increasing their positions, 464 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+56
Holders Change %
+4.83%
% of All Funds
31.93%
Holding in Top 10
46
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-33.33%
% of All Funds
1.21%
New
132
Increased
468
Reduced
464
Closed
65
Calls
$1.67B
Puts
$702M
Net Calls
+$967M
Net Calls Change
+$323M

Top Buyers

1
TCM
Tran Capital Management
California
+$139M
2
Invesco
Invesco
Georgia
+$105M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$81.8M
4
Morgan Stanley
Morgan Stanley
New York
+$73.8M
5
BFA
BlackRock Fund Advisors
California
+$66.2M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.53B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
3
GA
Greenhaven Associates
New York
-$249M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$164M
5
American Century Companies
American Century Companies
Missouri
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
951
1ST Source Bank
Indiana
$433K -$23.1K -240 -5%
DBT
952
Dubuque Bank & Trust
Iowa
$432K +$2.31K +24 +0.5%
IH
953
IFC Holdings
Florida
$430K +$40.1K +418 +10%
WCBA
954
Weaver C. Barksdale & Associates
Tennessee
$429K – – –
NAMA
955
Nikko Asset Management Americas
New York
$427K – – –
IAS
956
IMA Advisory Services
Colorado
$427K +$48.4K +508 +13%
HDE
957
Hutner Daniel Ellsworth
$424K +$424K +4,408 New
AIA
958
AIMZ Investment Advisors
California
$418K -$9.62K -100 -2%
PWM
959
Perigon Wealth Management
California
$417K +$155K +1,610 +59%
QSS
960
Quantitative Systematic Strategies
Florida
$414K +$17.3K +178 +4%
TPWA
961
TRUE Private Wealth Advisors
Oregon
$412K +$412K +4,281 New
FM
962
Foster & Motley
Ohio
$411K +$75.9K +788 +23%
Simplex Trading
963
Simplex Trading
Illinois
$411K +$411K +4,281 New
PWAG
964
Polaris Wealth Advisory Group
California
$409K +$409K +4,248 New
JFGIW
965
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$407K -$149K -1,541 -27%
WAM
966
Weatherly Asset Management
California
$396K – – –
BC
967
Brinker Capital
Pennsylvania
$395K +$395K +4,106 New
SIC
968
Salem Investment Counselors
North Carolina
$394K -$22.2K -231 -5%
IFAM
969
Institutional & Family Asset Management
Colorado
$392K +$392K +4,069 New
GAM
970
Griffin Asset Management
New York
$389K -$24.2K -251 -6%
HK
971
Horizon Kinetics
New York
$387K – – –
NJBEST
972
New Jersey Better Educational Savings Trust
New Jersey
$385K – – –
SLG
973
Stanley-Laman Group
Pennsylvania
$384K – – –
SIG
974
Schooner Investment Group
Pennsylvania
$379K -$379K -4,000 -50%
RBC
975
Roble Belko & Company
Pennsylvania
$377K +$96 +1 +0%
37 38
39
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