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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 %
TGA
176
Trilogy Global Advisors
Florida
$27.8M +$1.56M +17,027 +6%
N
177
Natixis
France
$27.8M -$19.2M -210,276 -41%
SG Americas Securities
178
SG Americas Securities
New York
$27.6M -$2.01M -21,955 -7%
IRF
179
IBM Retirement Fund
New York
$27.4M -$4.03M -44,094 -13%
AIG
180
American International Group
New York
$27.1M +$393K +4,298 +1%
Macquarie Group
181
Macquarie Group
Australia
$26.6M -$45.7K -500 -0.2%
NSLI
182
Nan Shan Life Insurance
Taiwan
$26.4M -$1.12M -12,224 -4%
SCM
183
Summit Capital Management
Washington
$25.9M – – –
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$24.7M -$2.7M -29,564 -10%
ASRS
185
Arizona State Retirement System
Arizona
$24.5M +$338K +3,700 +1%
SAM
186
Shell Asset Management
Netherlands
$23.6M -$1.1M -12,083 -4%
ERSOT
187
Employees Retirement System of Texas
Texas
$23M -$1.57M -17,190 -6%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$22.8M +$3.91M +42,740 +21%
CCM
189
Cadence Capital Management
Massachusetts
$22.6M +$11.3M +124,093 +101%
TSU
190
TD Securities (USA)
New York
$22.6M +$466K +5,102 +2%
CCMH
191
Cornerstone Capital Management Holdings
New York
$22.4M -$5.04M -55,199 -18%
MCI
192
McDonald Capital Investors
California
$22.3M +$475K +5,200 +2%
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22M -$338K -3,700 -2%
B
194
BP
United Kingdom
$21.9M – – –
WIM
195
Waverton Investment Management
United Kingdom
$21.7M -$160K -1,755 -0.7%
FCIM
196
Fairview Capital Investment Management
California
$21M +$41.1K +450 +0.2%
IG
197
ING Group
Netherlands
$20.8M -$1.2M -13,114 -5%
LBG
198
Lloyds Banking Group
United Kingdom
$20.6M +$2.77M +30,292 +15%
FFA
199
First Foundation Advisors
California
$20.4M +$870K +9,521 +4%
ALA
200
Atherton Lane Advisers
California
$20.4M +$1.8M +19,712 +10%
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