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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
$693M
2
Bank of America
Bank of America
North Carolina
$1.24B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$170M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.13B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$184M
2
PP
Prudential plc
United Kingdom
$210M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.98B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.27B
5
BA
BlackRock Advisors
Delaware
$465M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1126
NewSquare Capital
Pennsylvania
$17K – – –
TDC
1127
Thompson Davis & Co
Virginia
$17K +$8.65K +89 +103%
RPG
1128
Risk Paradigm Group
Texas
$15.3K +$15.3K +155 New
CFSG
1129
Community Financial Services Group
Vermont
$15K – – –
RIA
1130
Regal Investment Advisors
Michigan
$14K -$297K -3,178 -95%
BL
1131
Balentine LLC
Georgia
$14K – – –
DOA
1132
D'Orazio & Associates
Virginia
$14K +$3.55K +34 +34%
EWM
1133
Endurance Wealth Management
Rhode Island
$13K -$23.4K -225 -64%
MUS
1134
Mitsubishi UFJ Securities
Japan
$13K -$14K -140 -52%
PFG
1135
Piershale Financial Group
Illinois
$13K +$100 +1 +0.8%
FWM
1136
Focused Wealth Management
New York
$12K – – –
HA
1137
Harfst & Associates
Wyoming
$10K – – –
AWM
1138
AllSquare Wealth Management
New York
$10K – – –
SAC
1139
Smith Affiliated Capital
New York
$9.87K -$9.69K – –
TRCT
1140
Tower Research Capital (TRC)
New York
$8K -$52K -520 -87%
OSAM
1141
O'Shaughnessy Asset Management
Connecticut
$8K – – –
KIG
1142
Kessler Investment Group
Indiana
$7K -$3.24K -31 -32%
AIM
1143
Advantage Investment Management
Iowa
$7K – – –
Nuveen Asset Management
1144
Nuveen Asset Management
Illinois
$6.84K -$2.59K -26,276 -28%
VIA
1145
Vident Investment Advisory
Georgia
$6K -$25.2K -252 -81%
CAL
1146
Capital Advisors Ltd
Ohio
$6K -$19.4K -210 -76%
SA
1147
SRH Advisors
Kansas
$6K – – –
HR
1148
Howe & Rusling
New York
$6K +$103 +1 +2%
LYV
1149
Live Your Vision
Pennsylvania
$6K +$6K +65 New
AC
1150
Alexandria Capital
Virginia
$5K -$10.9K -120 -69%
44 45
46
47 48