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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 %
DAM
976
Deltec Asset Management
New York
$296K -$15.8K -160 -5%
MJRIC
977
Mogy Joel R Investment Counsel
California
$296K -$4.05K -41 -1%
EDRAMF
978
Edmond de Rothschild Asset Management (France)
France
$296K +$296K +3,000 New
MYLI
979
Meiji Yasuda Life Insurance
Japan
$294K +$9.87K +100 +3%
OIA
980
Optimum Investment Advisors
Illinois
$294K +$294K +2,978 New
SAM
981
Summit Asset Management
Tennessee
$291K +$22.2K +225 +8%
CCFCSB
982
Cape Cod Five Cents Savings Bank
Massachusetts
$290K – – –
CSMF
983
Charles Stewart Mott Foundation
Michigan
$290K +$290K +2,936 New
RCM
984
Reynolds Capital Management
Nevada
$286K +$49.3K +500 +21%
BG
985
Bahl & Gaynor
Ohio
$279K +$42.4K +429 +18%
VCP
986
Vista Capital Partners
Oregon
$276K -$14.8K -150 -5%
SWM
987
Segment Wealth Management
Texas
$276K +$99 +1 +0%
TC
988
Taylor Cottrill
New Hampshire
$275K – – –
ACM
989
Alta Capital Management
Utah
$275K +$888 +9 +0.3%
VF
990
Virtu Financial
New York
$274K +$274K +2,781 New
CPA
991
Cowen Prime Advisors
New York
$271K -$2.3M -23,300 -89%
BAC
992
Boys Arnold & Co
North Carolina
$271K -$12.2K -124 -4%
WKWM
993
Walter & Keenan Wealth Management
Indiana
$271K +$271K +2,750 New
PWM
994
Perigon Wealth Management
California
$269K -$20.2K -204 -7%
QI
995
Quotient Investors
New York
$268K +$268K +2,713 New
KLWA
996
Kelly Lawrence W & Associates
California
$266K – – –
AB
997
AT Bancorp
Iowa
$262K – – –
HCA
998
Harbour Capital Advisors
Virginia
$262K – – –
ZCA
999
Zeke Capital Advisors
Pennsylvania
$261K – – –
ACM
1000
Argentus Capital Management
Texas
$261K +$261K +2,646 New
38 39
40
41 42