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

Top Sellers

1
Norges Bank
Norges Bank
Norway
$525M
2
Renaissance Technologies
Renaissance Technologies
New York
$37.7M
3
Ameriprise
Ameriprise
Minnesota
$249M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.68B
5
MC
Montag & Caldwell
Georgia
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
1076
Howe & Rusling
New York
$6K -$10.5K -100 -64%
WA
1077
Waverly Advisors
Alabama
$6K – – –
CAL
1078
Capital Advisors Ltd
Ohio
$6K – – –
WA
1079
WealthTrust-Arizona
Arizona
$5K – – –
BRWM
1080
B. Riley Wealth Management
Tennessee
$4K – – –
BCB
1081
Brian C. Broderick
$4K +$4K +44 New
UB
1082
UMB Bank
Missouri
$3.75K -$3.02K -30,773 -45%
MUMSS
1083
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$8K -80 -73%
TIM
1084
Tortoise Investment Management
New York
$3K – – –
NG
1085
NatWest Group
United Kingdom
$2.69K +$460 +4,681 +21%
SJIM
1086
St. Johns Investment Management
Florida
$2K – – –
EWM
1087
Edge Wealth Management
New York
$1K – – –
Fidelity International
1088
Fidelity International
Bermuda
– -$19.9M -194,023 Closed
Aristotle Capital Management
1089
Aristotle Capital Management
California
– -$13.2M -128,105 Closed
RFA
1090
Reilly Financial Advisors
California
– -$9.99M -97,121 Closed
MLL
1091
Moody Lynn & Lieberson
Massachusetts
– -$7.96M -77,486 Closed
ARTA
1092
A.R.T. Advisors
New York
– -$7.38M -71,860 Closed
AL
1093
Airain Ltd
Guernsey
– -$5.91M -57,609 Closed
CCA
1094
Catalyst Capital Advisors
New York
– -$4.03M -39,268 Closed
AL
1095
AJO LP
Pennsylvania
– -$3.02M -29,390 Closed
EAM
1096
EverPoint Asset Management
Connecticut
– -$2.57M -25,000 Closed
Westfield Capital Management
1097
Westfield Capital Management
Massachusetts
– -$2.53M -24,680 Closed
MIM
1098
Midwest Investment Management
Ohio
– -$2.33M -22,708 Closed
JC
1099
JBF Capital
Colorado
– -$2.05M -20,000 Closed
QT
1100
Quantbot Technologies
New York
– -$1.83M -17,835 Closed
42 43
44
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