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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 %
WA
1151
WealthTrust-Arizona
Arizona
$5K – – –
AA
1152
ALPS Advisors
Colorado
$4.91K +$4.91K +4,974 New
FNBOO
1153
First National Bank of Omaha
Nebraska
$3.18K +$566 +5,737 +22%
TIM
1154
Tortoise Investment Management
New York
$3K – – –
BCFS
1155
Butensky & Cohen Financial Security
Florida
$3K – – –
GXMC
1156
Global X Management Company
New York
$2K -$19.2K -182 -91%
AP
1157
Atwood & Palmer
Missouri
$2K – – –
LWA
1158
Lowe Wealth Advisors
Maryland
$2K – – –
SJIM
1159
St. Johns Investment Management
Florida
$2K – – –
Lazard Asset Management
1160
Lazard Asset Management
New York
$2K +$2K +28 New
WCM
1161
Wealthcare Capital Management
Virginia
$1K – – –
MAS
1162
Madden Advisory Services
Florida
$1K – – –
Alyeska Investment Group
1163
Alyeska Investment Group
Illinois
– -$24.3M -250,909 Closed
MCI
1164
McDonald Capital Investors
California
– -$16.7M -172,033 Closed
TGA
1165
Trilogy Global Advisors
Florida
– -$10.7M -110,350 Closed
BKBG
1166
BHF Kleinwort Benson Group
Belgium
– -$10.1M -104,432 Closed
SCM
1167
Stevens Capital Management
Pennsylvania
– -$10.1M -103,837 Closed
AC
1168
Ascend Capital
California
– -$9.69M -100,000 Closed
Marshall Wace
1169
Marshall Wace
United Kingdom
– -$9.52M -98,269 Closed
AAMU
1170
AEGON Asset Management (UK)
United Kingdom
– -$9.02M -93,120 Closed
SAM
1171
Scopus Asset Management
New York
– -$8.55M -88,248 Closed
PP
1172
PDT Partners
New York
– -$6.22M -64,188 Closed
WAM
1173
Wolverine Asset Management
Illinois
– -$4.76M -49,115 Closed
Jane Street
1174
Jane Street
New York
– -$4.51M -46,542 Closed
CG
1175
Clinton Group
New York
– -$4.17M -43,012 Closed
45 46
47
48 49