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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 %
AIM
1101
Arcadia Investment Management
Michigan
$141K +$25.3K +263 +22%
KT
1102
Kanaly Trust
Texas
$140K -$1.45K -15 -1%
OC
1103
Oakworth Capital
Alabama
$140K +$62.2K +644 +80%
GBBWRPM
1104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K +$140K +1,456 New
TWA
1105
TCI Wealth Advisors
Arizona
$123K +$40.2K +417 +49%
OSNBOA
1106
Old Second National Bank of Aurora
Illinois
$118K -$1.84M -19,111 -94%
AWM
1107
Arbor Wealth Management
Florida
$117K +$117K +1,197 New
SCA
1108
Stuart Chaussee & Associates
California
$117K +$117K +1,220 New
VCM
1109
Vigilant Capital Management
Maine
$112K -$9.12K -95 -8%
PIM
1110
Parasol Investment Management
Illinois
$102K -$20.7K -215 -17%
LOT
1111
Lombard Odier Transatlantic
Quebec, Canada
$101K – – –
TF
1112
Tompkins Financial
New York
$96K +$2.01K +21 +2%
MWP
1113
MYCIO Wealth Partners
Pennsylvania
$96K +$3.35K +35 +4%
PSI
1114
Pinnacle Summer Investments
Virginia
$96K +$48K +500 +100%
SHJ
1115
Sharkey, Howes & Javer
Colorado
$91K – – –
FA
1116
Friess Associates
Delaware
$90K – – –
ASN
1117
Advisory Services Network
Georgia
$89K +$7.67K +80 +9%
CBT
1118
Central Bank & Trust
Kentucky
$87K -$67.2K -698 -44%
FFC
1119
First Financial Corp
Indiana
$84K +$9.59K +100 +13%
KA
1120
Klingman & Associates
New York
$77K -$2.68K -28 -3%
FPB
1121
First PREMIER Bank
South Dakota
$77K +$77K +797 New
SIM
1122
Sonora Investment Management
Arizona
$76K +$7.31K +76 +11%
SNT
1123
Security National Trust
West Virginia
$75K +$2.39K +25 +3%
JFA
1124
JNBA Financial Advisors
Minnesota
$74K – – –
JIC
1125
Joel Isaacson & Co
New York
$71K +$3.38K +35 +5%
43 44
45
46 47