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United Parcel Service
UPS

Overview Fund Activity

946 hedge funds and large institutions have $46.4B invested in United Parcel Service in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 398 increasing their positions, 360 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
30.68%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.49%
New
63
Increased
398
Reduced
360
Closed
58
Calls
$3.79B
Puts
$829M
Net Calls
+$2.96B
Net Calls Change
+$1.94B

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$110M
2
State Street
2
State Street
Massachusetts
$2.66B
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$171M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.46B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$390M

Top Sellers

1
SCM
1
Scout Capital Management
New York
$0
2
O
2
OppenheimerFunds
New York
$368M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$82.2M
4
HCM
4
Highfields Capital Management
Massachusetts
$267M
5
MC
5
Montag & Caldwell
Georgia
$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$74M +$11.2M +122,787 +18%
DRZID
102
DePrince Race & Zollo Inc (DRZ)
Florida
$73.8M -$5.43M -59,400 -7%
AAMU
103
Amundi Asset Management US
Massachusetts
$73.1M -$26.5M -289,650 -27%
CIC
104
Chilton Investment Company
Connecticut
$68.1M +$11.1M +121,553 +20%
FAM
105
Fred Alger Management
New York
$67.8M -$15.3M -167,410 -18%
CIC
106
Crawford Investment Counsel
Georgia
$67.8M -$2.77M -30,354 -4%
MG
107
Markel Group
Virginia
$67.4M -$863K -9,447 -1%
CA
108
Cullinan Associates
Kentucky
$66.7M +$1.38M +15,104 +2%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$66.2M -$49.3K -539 -0.1%
Dimensional Fund Advisors
110
Dimensional Fund Advisors
Texas
$63.4M +$2.82M +30,899 +5%
SI
111
Sentry Investments
Ontario, Canada
$62.8M +$8.86M +97,000 +16%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$62.4M +$5.78M +63,300 +10%
NFA
113
Nationwide Fund Advisors
Ohio
$61.6M +$4.72M +51,610 +8%
PRA
114
Parametric Risk Advisors
Connecticut
$60.8M -$9.24M -101,173 -13%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.9M -$1.76M -19,254 -3%
Citadel Advisors
116
Citadel Advisors
Florida
$59.8M +$11.8M +129,321 +25%
FCAM
117
F&C Asset Management
United Kingdom
$58.1M +$16.8M +183,352 +41%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$57.5M -$6.94M -76,000 -11%
Baillie Gifford & Co
119
Baillie Gifford & Co
United Kingdom
$57.4M +$1.43M +15,599 +3%
MIP
120
Mondrian Investment Partners
United Kingdom
$56.2M -$1.32M -14,500 -2%
GCM
121
Glenview Capital Management
New York
$55.9M – – –
HighTower Advisors
122
HighTower Advisors
Illinois
$55.4M +$36M +393,660 +185%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$55.3M +$1.87M +20,500 +4%
MIH
124
Madison Investment Holdings
Wisconsin
$55.1M -$1.19M -13,016 -2%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$54.7M +$40.6M +444,024 +287%
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5
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