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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
1
Sentry Investments
Ontario, Canada
$371M
2
HMP
2
HS Management Partners
New York
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$453M
4
American Century Companies
4
American Century Companies
Missouri
$391M
5
DCM
5
Discovery Capital Management
Connecticut
$58.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$525M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$37.7M
3
Ameriprise
3
Ameriprise
Minnesota
$249M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.68B
5
MC
5
Montag & Caldwell
Georgia
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$112M -$7.76M -78,941 -6%
Swiss National Bank
77
Swiss National Bank
Switzerland
$107M -$2.44M -24,800 -2%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$105M -$246K -2,500 -0.2%
Victory Capital Management
79
Victory Capital Management
Texas
$103M -$9.85M -100,263 -9%
CB
80
Cooke & Bieler
Pennsylvania
$103M +$31.9M +324,058 +45%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$101M -$3.02M -30,730 -3%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$98.3M +$344K +3,500 +0.4%
HMP
83
HS Management Partners
New York
$98.1M +$98.1M +998,400 New
Dimensional Fund Advisors
84
Dimensional Fund Advisors
Texas
$98.1M +$9.16M +93,248 +10%
Principal Financial Group
85
Principal Financial Group
Iowa
$96.1M -$11.1M -113,222 -10%
First Manhattan
86
First Manhattan
New York
$95.3M -$73K -743 -0.1%
MTB
87
Mizuho Trust & Banking
Japan
$93.2M -$4.8M -49,010 -5%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$93.2M -$256K -2,600 -0.3%
EHC
89
Everett Harris & Co
California
$91.1M +$327K +3,326 +0.4%
GIA
90
Gateway Investment Advisers
Ohio
$89.4M -$61.4K -625 -0.1%
BJ
91
BlackRock Japan
Japan
$87.1M +$5.18M +52,694 +6%
TA
92
Teachers Advisors
New York
$86.5M +$2.37M +24,156 +3%
KeyBank National Association
93
KeyBank National Association
Ohio
$85.5M -$1.13M -11,460 -1%
BBHC
94
Brown Brothers Harriman & Co
New York
$85.3M -$643K -6,538 -0.7%
Calamos Advisors
95
Calamos Advisors
Illinois
$84.3M +$44M +447,408 +109%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$83.9M +$6.19K +63 +0%
PPA
97
Parametric Portfolio Associates
Washington
$82.4M -$1.98M -20,173 -2%
SC
98
Saturna Capital
Washington
$80.7M – – –
GT
99
Glenmede Trust
Pennsylvania
$77.5M -$956K -9,731 -1%
EVM
100
Eaton Vance Management
Massachusetts
$74.5M +$15.1M +153,352 +25%
2 3
4
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