UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,087 hedge funds and large institutions have $47.9B invested in United Parcel Service in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 437 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-5
Holders Change %
-0.46%
% of All Funds
31.56%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.48%
New
63
Increased
437
Reduced
427
Closed
58
Calls
$2.8B
Puts
$641M
Net Calls
+$2.15B
Net Calls Change
-$387M

Top Buyers

1
SI
Sentry Investments
Ontario, Canada
$371M
2
HMP
HS Management Partners
New York
$98.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$453M
4
American Century Companies
American Century Companies
Missouri
$391M
5
DCM
Discovery Capital Management
Connecticut
$58.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$525M
2
Renaissance Technologies
Renaissance Technologies
New York
$37.7M
3
Ameriprise
Ameriprise
Minnesota
$249M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.68B
5
MC
Montag & Caldwell
Georgia
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
151
R.H. Bluestein & Co
Michigan
$34.7M +$3.61M +36,704 +12%
RCM
152
RNC Capital Management
California
$34.1M +$1.42M +14,422 +4%
TG
153
TCW Group
California
$33.9M -$835K -8,500 -2%
SAM
154
Silvercrest Asset Management
New York
$33M +$489K +4,971 +2%
NSLI
155
Nan Shan Life Insurance
Taiwan
$32.7M +$8.65M +88,000 +36%
Caisse de Depot et Placement du Quebec (CDPQ)
156
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.5M -$19M -193,330 -37%
Nomura Asset Management
157
Nomura Asset Management
Japan
$32.4M -$2.64M -26,820 -8%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$31.7M -$10.2M -103,266 -24%
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$31.7M -$1.94M -19,768 -6%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$31.6M -$153K -1,556 -0.5%
HCM
161
Hollencrest Capital Management
California
$30.6M +$3.05K +31 +0%
Aviva
162
Aviva
United Kingdom
$30.6M +$42.3K +430 +0.1%
KIG
163
Kovitz Investment Group
Illinois
$30.4M +$2.31M +23,478 +8%
ACI
164
AMP Capital Investors
Australia
$30.3M +$657K +6,754 +2%
LWM
165
Lyons Wealth Management
Florida
$29.6M -$1.3M -13,257 -4%
CA
166
Cullinan Associates
Kentucky
$29.6M -$253K -2,574 -0.8%
SCM
167
Stevens Capital Management
Pennsylvania
$28.9M +$7.33M +74,593 +34%
RG
168
Renaissance Group
Kentucky
$28.8M -$332K -3,375 -1%
AIG
169
American International Group
New York
$28.8M +$852K +8,666 +3%
SOMRS
170
State of Michigan Retirement System
Michigan
$28.3M -$49.1K -500 -0.2%
CAM
171
Cacti Asset Management
Georgia
$28.1M +$3.12M +31,790 +13%
SB
172
Suntrust Banks
Georgia
$27.6M -$5.7M -57,952 -17%
SCM
173
Summit Capital Management
Washington
$27.2M – – –
AQR Capital Management
174
AQR Capital Management
Connecticut
$27.1M -$1.48M -15,108 -5%
TPSF
175
Texas Permanent School Fund
Texas
$26.9M -$2.03M -20,664 -7%
5 6
7
8 9