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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 %
CAMG
1001
CWA Asset Management Group
Florida
$331K +$331K +3,442 New
BRWA
1002
B. Riley Wealth Advisors
Florida
$329K +$19.2K +199 +6%
SBWM
1003
Sunflower Bank Wealth Management
Arizona
$327K – – –
WI
1004
WrapManager Inc
California
$327K +$327K +3,399 New
PWAP
1005
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$324K -$39.5K -410 -11%
SFG
1006
SNS Financial Group
Minnesota
$324K -$32.2K -334 -9%
CFG
1007
Citizens Financial Group
Rhode Island
$323K +$323K +3,005 New
SHA
1008
Smith Hayes Advisers
Nebraska
$322K -$13.9K -144 -4%
NB
1009
Nicolet Bankshares
Wisconsin
$322K +$322K +3,455 New
GLI
1010
Guardian Life Insurance
New York
$318K -$75.2K -781 -19%
GVT
1011
Genesee Valley Trust
New York
$318K -$12.7K -132 -4%
CF
1012
CenterStar Fund
Illinois
$318K -$592K – –
CL
1013
Choreo LLC
Illinois
$318K +$5.68K +59 +2%
BOIA
1014
Bush ODonnell Investment Advisors
Missouri
$317K – – –
OHS
1015
Odey Holdings (Switzerland)
Switzerland
$313K -$33K -343 -10%
LCM
1016
LVM Capital Management
Michigan
$312K – – –
TG
1017
TLP Group
Illinois
$312K +$312K +3,241 New
WRM
1018
Weybosset Research & Management
Rhode Island
$311K +$2.79K +29 +0.9%
OIA
1019
Optimum Investment Advisors
Illinois
$309K +$22.2K +230 +8%
ATC
1020
Argent Trust Co
Tennessee
$309K +$89.3K +929 +41%
CF
1021
Corrigan Financial
Rhode Island
$308K +$308K +3,202 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1022
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$308K +$308K +3,200 New
ZF
1023
Zhang Financial
Michigan
$306K +$1.06K +11 +0.3%
PFP
1024
Pinnacle Financial Partners
Tennessee
$306K +$71.3K +741 +30%
SS
1025
Sunbelt Securities
Texas
$302K -$2.7K -28 -0.9%
39 40
41
42 43