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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 %
KSA
976
Ken Stern & Associates
California
$377K +$15.3K +159 +4%
HWA
977
Heritage Wealth Advisors
Virginia
$376K +$49.5K +516 +15%
VCM
978
Versant Capital Management
Arizona
$375K +$375K +3,902 New
ICAS
979
Investors Capital Advisory Services
Massachusetts
$374K +$9.61K +100 +3%
PI
980
Pettee Investors
Connecticut
$373K – – –
AP
981
Appleton Partners
Massachusetts
$372K -$25.8K -268 -6%
SRC
982
Shufro Rose & Co
New York
$372K – – –
HSA
983
HBK Sorce Advisory
Pennsylvania
$368K +$26.2K +272 +8%
EM
984
Excalibur Management
Massachusetts
$366K – – –
HCM
985
Highlander Capital Management
New Jersey
$363K +$33.7K +350 +10%
BCM
986
Brookstone Capital Management
Illinois
$360K +$115K +1,193 +47%
RWA
987
Ropes Wealth Advisors
Massachusetts
$358K -$86.7K -901 -20%
SI
988
Sentry Investments
Ontario, Canada
$355K -$1.5K -15,600 -0.4%
WBG
989
Wharton Business Group
Pennsylvania
$354K – – –
PIA
990
Peachtree Investment Advisors
Georgia
$353K – – –
Jacobs Levy Equity Management
991
Jacobs Levy Equity Management
New Jersey
$352K +$352K +3,660 New
SC
992
Savant Capital
Illinois
$347K -$14.6K -152 -4%
RCM
993
Reynolds Capital Management
Nevada
$346K +$67.3K +700 +24%
TBA
994
Tower Bridge Advisors
Pennsylvania
$345K +$96.2K +1,000 +39%
SFSIG
995
San Francisco Sentry Investment Group
California
$338K +$10.1K +105 +3%
1IA
996
1834 Investment Advisors
Wisconsin
$337K -$17.3K -180 -5%
CG
997
Caprock Group
Idaho
$337K +$40.7K +423 +14%
SAA
998
Southeast Asset Advisors
Georgia
$337K +$337K +3,500 New
SI
999
SII Investments
Wisconsin
$332K +$15.2K +157 +5%
OWP
1000
Obermeyer Wealth Partners
Colorado
$332K +$23.1K +240 +7%
38 39
40
41 42