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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 %
FPCG
1026
Fort Pitt Capital Group
Pennsylvania
$215K +$215K +2,181 New
KTC
1027
Kistler-Tiffany Companies
Pennsylvania
$213K +$201 +2 +0.1%
MFBTD
1028
MB Financial Bank - Trust Department
Illinois
$210K – – –
BG
1029
Bollard Group
Massachusetts
$210K +$1.48K +15 +0.7%
HPC
1030
HM Payson & Co
Maine
$208K +$208K +2,106 New
NP
1031
NorthRock Partners
Minnesota
$205K -$29.6K -300 -13%
WA
1032
WFG Advisors
Texas
$205K -$15.7K -159 -7%
IB
1033
Intrust Bank
Kansas
$205K -$4.54K -46 -2%
MGIA
1034
Moneta Group Investment Advisors
Missouri
$204K +$204K +2,070 New
Cohen & Steers
1035
Cohen & Steers
New York
$188K -$9.9K -100 -5%
AW
1036
Alpha Windward
Massachusetts
$188K -$2.57K -26 -1%
SFWA
1037
Summit Financial Wealth Advisors
Louisiana
$177K – – –
VIM
1038
Veritas Investment Management
United Kingdom
$168K -$445K -4,500 -73%
PFO
1039
Pathstone Family Office
New Jersey
$168K +$69K +702 +70%
FPFS
1040
First Personal Financial Services
North Carolina
$164K -$4.06K -41 -2%
MA
1041
MCF Advisors
Kentucky
$162K – – –
DSI
1042
Daiwa SB Investments
Japan
$159K -$366K -3,705 -70%
HSA
1043
Hussman Strategic Advisors
Maryland
$158K – – –
CBT
1044
Central Bank & Trust
Kentucky
$158K +$40.2K +408 +34%
PFBT
1045
Parkside Financial Bank & Trust
Missouri
$158K +$158K +1,602 New
KT
1046
Kanaly Trust
Texas
$145K -$4.25K -43 -3%
HIM
1047
Hillsdale Investment Management
Ontario, Canada
$128K – – –
PIM
1048
Parasol Investment Management
Illinois
$126K -$8.4K -85 -6%
VCM
1049
Vigilant Capital Management
Maine
$125K – – –
EFSCE
1050
Enterprise Financial Services Corp (EFSC)
Missouri
$124K +$3.85K +39 +3%
40 41
42
43 44