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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 %
VDI
201
Vaughan David Investments
Illinois
$20.2M -$709K -7,759 -3%
CAM
202
Cacti Asset Management
Georgia
$20M +$1.26M +13,780 +7%
CWM
203
Concert Wealth Management
California
$19.8M -$6.1M -82,736 -24%
WBC
204
Westpac Banking Corp
Australia
$19.8M +$206K +2,258 +1%
AQR Capital Management
205
AQR Capital Management
Connecticut
$19.7M +$4.09M +44,779 +26%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$19.6M -$506K -5,536 -3%
BAIA
207
Bel Air Investment Advisors
California
$19.5M +$197K +2,156 +1%
PI
208
Putnam Investments
Massachusetts
$19.4M -$541K -5,926 -3%
ACI
209
AMP Capital Investors
Australia
$19.4M +$279K +3,061 +1%
FAF
210
Fjarde Ap-fonden
Sweden
$19.3M -$1.9M -20,809 -9%
MA
211
MUFG Americas
New York
$19.1M -$6.28M -68,750 -25%
SC
212
Scotia Capital
Ontario, Canada
$19.1M +$1.82M +19,917 +11%
SIC
213
Schwartz Investment Counsel
Michigan
$19M +$5.94M +65,000 +45%
EWM
214
Evercore Wealth Management
New York
$18.6M -$509K -5,570 -3%
BCM
215
Bridgeway Capital Management
Texas
$18.6M -$5.48K -60 -0%
Aviva
216
Aviva
United Kingdom
$18.2M +$5.46M +59,721 +43%
BHIA
217
Birch Hill Investment Advisors
Massachusetts
$18.1M -$152K -1,664 -0.8%
LCS
218
Levin Capital Strategies
New York
$17.9M -$7.53M -82,385 -30%
SM
219
Stratton Management
Pennsylvania
$17.8M +$7.51M +82,147 +73%
EIM
220
ExxonMobil Investment Management
Texas
$17.6M -$489K -5,355 -3%
WSFS
221
Wilmington Savings Fund Society
Delaware
$17.4M -$30K -328 -0.2%
PAM
222
Panagora Asset Management
Massachusetts
$16.9M +$7.61M +83,270 +82%
Axa
223
Axa
France
$16.7M +$3.83M +41,914 +30%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$16.6M +$16.6M +181,931 New
WCM
225
Winton Capital Management
United Kingdom
$16.6M -$14.1M -154,561 -46%
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