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United Parcel Service
UPS

Overview Fund Activity

1,160 hedge funds and large institutions have $48.7B invested in United Parcel Service in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 481 increasing their positions, 440 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+6
Holders Change %
+0.52%
% of All Funds
32.42%
Holding in Top 10
69
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+46.81%
% of All Funds
1.93%
New
72
Increased
481
Reduced
440
Closed
58
Calls
$1.43B
Puts
$789M
Net Calls
+$644M
Net Calls Change
+$479M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$331M
2
Bank of America
Bank of America
North Carolina
+$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$170M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$219M
2
PP
Prudential plc
United Kingdom
-$165M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$104M
5
BA
BlackRock Advisors
Delaware
-$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
176
Haverford Trust Company
Pennsylvania
$29.2M +$4.45M +45,089 +18%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$29.1M +$2.28M +23,085 +8%
SM
178
Stratton Management
Pennsylvania
$29M +$8.37M +84,861 +41%
ACI
179
AMP Capital Investors
Australia
$28.5M +$2.57M +26,170 +10%
Janus Henderson Group
180
Janus Henderson Group
United Kingdom
$27.5M -$370K -3,746 -1%
FFA
181
First Foundation Advisors
California
$27.5M -$506K -5,126 -2%
Allianz Asset Management
182
Allianz Asset Management
Germany
$27.3M +$15.4M +156,188 +129%
IP
183
Interval Partners
New York
$27.1M +$10.5M +106,787 +64%
GA
184
Geneva Advisors
Illinois
$27M -$580K -5,882 -2%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$26.7M -$2.63M -26,617 -9%
SAM
186
Shell Asset Management
Netherlands
$26.6M +$272K +2,768 +1%
AG
187
Aperio Group
California
$26.4M +$4.88M +49,408 +23%
SB
188
Suntrust Banks
Georgia
$26.3M +$172K +1,744 +0.7%
LWM
189
Lyons Wealth Management
Florida
$26M -$2.82M -28,544 -10%
RCM
190
RNC Capital Management
California
$25.9M -$584K -5,915 -2%
MC
191
Martin Currie
United Kingdom
$25.8M +$9.04M +91,650 +54%
FCIM
192
Fairview Capital Investment Management
California
$25.8M +$94.3K +955 +0.4%
SEI Investments
193
SEI Investments
Pennsylvania
$25.4M -$9.11M -92,345 -26%
SDIC
194
South Dakota Investment Council
South Dakota
$25.3M -$1.35M -13,670 -5%
TCM
195
Tetrem Capital Management
Manitoba, Canada
$25.1M -$1.91M -19,349 -7%
UCFA
196
United Capital Financial Advisors
Texas
$24.7M -$925K -9,371 -4%
TPSF
197
Texas Permanent School Fund
Texas
$24.6M -$354K -3,592 -1%
Royal London Asset Management
198
Royal London Asset Management
United Kingdom
$24.5M +$24.5M +248,195 New
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$24.5M +$824K +8,351 +3%
MAM
200
Martingale Asset Management
Massachusetts
$24.4M +$3.83M +38,806 +19%
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