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

Top Sellers

1
SCM
Scout Capital Management
New York
$0
2
O
OppenheimerFunds
New York
$368M
3
KeyBank National Association
KeyBank National Association
Ohio
$82.2M
4
HCM
Highfields Capital Management
Massachusetts
$267M
5
MC
Montag & Caldwell
Georgia
$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$42.2M +$27.6M +302,366 +189%
Cohen & Steers
152
Cohen & Steers
New York
$38.3M -$1.64M -17,900 -4%
KIG
153
Kovitz Investment Group
Illinois
$37.6M +$925K +10,119 +3%
EA
154
Euclid Advisors
Connecticut
$37.1M +$7.49M +82,017 +25%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$37M -$503K -5,505 -1%
WIM
156
Weitz Investment Management
Nebraska
$36.3M +$183K +2,000 +0.5%
Nomura Asset Management
157
Nomura Asset Management
Japan
$35.7M -$132K -1,445 -0.4%
US Bancorp
158
US Bancorp
Minnesota
$35.2M -$452K -4,951 -1%
TPSF
159
Texas Permanent School Fund
Texas
$32.8M -$468K -5,124 -1%
TG
160
TCW Group
California
$32.6M +$768K +8,400 +2%
VOYA Investment Management
161
VOYA Investment Management
Georgia
$32.4M -$1.44M -15,755 -4%
SOMRS
162
State of Michigan Retirement System
Michigan
$32.3M +$484K +5,300 +2%
CS
163
Cannell & Spears
New York
$31.9M +$11.7K +128 +0%
Comerica Bank
164
Comerica Bank
Texas
$30.8M +$30.8M +336,569 New
RCM
165
RNC Capital Management
California
$30.7M +$984K +10,770 +3%
SAM
166
Silvercrest Asset Management
New York
$30.6M +$709K +7,759 +2%
GC
167
Guggenheim Capital
Illinois
$30.5M -$2.56M -27,973 -8%
SIA
168
Sit Investment Associates
Minnesota
$30.1M -$5.41M -59,160 -15%
Fisher Asset Management
169
Fisher Asset Management
Washington
$30.1M +$29.3M +320,943 +3,934%
HI
170
Honeywell International
North Carolina
$30M – – –
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$29.9M -$6.41M -70,125 -18%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$29.6M -$1.14M -12,500 -4%
JHIU
173
Janus Henderson Investors US
Colorado
$29.4M -$16.9M -185,480 -37%
LWM
174
Lyons Wealth Management
Florida
$28.3M +$4.72M +51,623 +20%
STC
175
SEI Trust Company
Pennsylvania
$28.1M +$5.21M +57,039 +23%
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