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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
$180M
2
Invesco
Invesco
Georgia
$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.11B
4
Morgan Stanley
Morgan Stanley
New York
$340M
5
BFA
BlackRock Fund Advisors
California
$992M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$599M
2
Capital Research Global Investors
Capital Research Global Investors
California
$169M
3
GA
Greenhaven Associates
New York
$197M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.45M
5
American Century Companies
American Century Companies
Missouri
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1201
Alexandria Capital
Virginia
$5K – – –
WA
1202
WealthTrust-Arizona
Arizona
$5K +$94 +1 +2%
PCM
1203
Penserra Capital Management
California
$5K +$5K +56 New
FNBOO
1204
First National Bank of Omaha
Nebraska
$3.08K -$18 -186 -0.6%
NYLT
1205
New York Life Trust
New York
$3K -$28.3K -340 -90%
ARMC
1206
American Research & Management Company
Massachusetts
$3K -$17.1K -200 -85%
TIM
1207
Tortoise Investment Management
New York
$3K – – –
BCFS
1208
Butensky & Cohen Financial Security
Florida
$3K – – –
DSN
1209
D. Scott Neal
Kentucky
$3K +$3K +27 New
UMA
1210
USA Mutuals Advisors
Texas
$3K +$3K +27 New
MFW
1211
Mosaic Family Wealth
Missouri
$3K +$3K +33 New
HIM
1212
Hillsdale Investment Management
Ontario, Canada
$2K -$102K -1,275 -98%
AP
1213
Atwood & Palmer
Missouri
$2K – – –
GXMC
1214
Global X Management Company
New York
$2K – – –
LWA
1215
Lowe Wealth Advisors
Maryland
$2K – – –
SJIM
1216
St. Johns Investment Management
Florida
$2K – – –
ANBT
1217
American National Bank & Trust
Texas
$2K +$2K +20 New
WCM
1218
Wealthcare Capital Management
Virginia
$1K – – –
UFA
1219
US Financial Advisors
Massachusetts
$1K +$1K +6 New
MJRIC
1220
Mogy Joel R Investment Counsel
California
$289 -$2.6K -2,700 -90%
LM
1221
Luminus Management
Texas
– -$30.8M -312,297 Closed
Lord, Abbett & Co
1222
Lord, Abbett & Co
New Jersey
– -$13.2M -133,384 Closed
Voloridge Investment Management
1223
Voloridge Investment Management
Florida
– -$10.3M -104,151 Closed
EAM
1224
EverPoint Asset Management
Connecticut
– -$9.12M -92,372 Closed
Millennium Management
1225
Millennium Management
New York
– -$9.04M -91,595 Closed
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