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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 %
VDI
201
Vaughan David Investments
Illinois
$21.8M -$32.8K -334 -0.2%
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$21.6M +$10.5M +107,000 +95%
MA
203
MUFG Americas
New York
$21.5M +$46.2K +470 +0.2%
SCM
204
SKBA Capital Management
California
$21.5M +$1.07M +10,900 +5%
ALA
205
Atherton Lane Advisers
California
$21.3M -$454K -4,624 -2%
CI
206
Conning Inc
Connecticut
$21.2M +$1.95M +19,858 +10%
DIA
207
Davidson Investment Advisors
Montana
$21M +$10.8M +114,295 +106%
OI
208
Oakbrook Investments
Illinois
$21M +$3.79M +38,520 +22%
SIC
209
Schwartz Investment Counsel
Michigan
$20.5M – – –
BHIA
210
Birch Hill Investment Advisors
Massachusetts
$20.4M +$324K +3,295 +2%
ARC
211
Absolute Return Capital
Massachusetts
$20.3M -$6.14M -62,518 -23%
BCM
212
Bridgeway Capital Management
Texas
$20.2M +$1.07M +10,920 +6%
TGA
213
Trilogy Global Advisors
Florida
$20.1M -$4.14M -42,156 -17%
WBC
214
Westpac Banking Corp
Australia
$20M +$1.09M +11,080 +6%
AC
215
Ascend Capital
California
$20M +$20M +203,706 New
FIM
216
FourPoints Investment Managers
France
$20M +$6.64M +67,531 +50%
CWM
217
Concert Wealth Management
California
$19.9M +$88.7K +1,162 +0.4%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$19.6M -$103K -1,046 -0.5%
M&T Bank
219
M&T Bank
New York
$19.6M +$11M +111,891 +128%
EWM
220
Evercore Wealth Management
New York
$19.1M -$437K -4,447 -2%
MSA
221
Mason Street Advisors
Wisconsin
$19M +$216K +2,200 +1%
HIMCH
222
Hartford Investment Management Co (HIMCO)
Connecticut
$18.7M +$173K +1,764 +0.9%
Natixis Advisors
223
Natixis Advisors
Massachusetts
$18.7M -$10M -102,197 -35%
WSFS
224
Wilmington Savings Fund Society
Delaware
$18.5M -$343K -3,487 -2%
AG
225
Aperio Group
California
$18.4M +$1.29M +13,172 +8%
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