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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.65B
2
BIT
2
BlackRock Institutional Trust
California
$2.05B
3
BA
3
BlackRock Advisors
Delaware
$663M
4
SI
4
Sentry Investments
Ontario, Canada
$209M
5
JHIU
5
Janus Henderson Investors US
Colorado
$153M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$776M
2
HCM
2
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
3
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$125M
5
American Century Companies
5
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
251
Howland Capital Management
Massachusetts
$15.3M +$1.62M +16,667 +12%
LA
252
Lynch & Associates
Indiana
$14.7M +$24.3K +250 +0.2%
First Trust Advisors
253
First Trust Advisors
Illinois
$14.6M +$6.57M +67,475 +82%
PSUF
254
People's United Financial
Connecticut
$14.5M -$1.51M -15,501 -9%
MIM
255
Marco Investment Management
Georgia
$14.4M +$519K +5,325 +4%
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$14.3M -$3.55M -36,500 -20%
WCM
257
Winton Capital Management
United Kingdom
$13.9M +$7.05M +72,408 +103%
WRIP
258
White River Investment Partners
California
$13.8M – – –
KFC
259
Klingenstein Fields & Co
New York
$13.7M -$138K -1,416 -1%
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$13.6M +$648K +6,654 +5%
KBC Group
261
KBC Group
Belgium
$13.4M -$923K -9,474 -6%
MTC
262
McDaniel Terry & Co
Texas
$13.4M +$105K +1,083 +0.8%
WTNA
263
Wilmington Trust National Association
Delaware
$13.3M +$230K +2,359 +2%
COPPSERS
264
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.3M -$27.9K -286 -0.2%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$13.1M +$1.16M +11,923 +10%
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$13.1M -$29.2K -300 -0.2%
BAM
267
Barrett Asset Management
New York
$13.1M +$186K +1,915 +1%
BCM
268
Brookmont Capital Management
Texas
$12.9M +$515K +5,291 +4%
MAM
269
Martingale Asset Management
Massachusetts
$12.9M +$2.41M +24,720 +23%
MIS
270
Morningstar Investment Services
Illinois
$12.9M +$12.9M +132,394 New
AAM
271
Advisors Asset Management
Colorado
$12.8M +$1.39M +14,309 +12%
CWP
272
Capital Wealth Planning
Florida
$12.7M -$2.63M -27,001 -17%
URS
273
Utah Retirement Systems
Utah
$12.7M +$87.6K +900 +0.7%
SC
274
Scotia Capital
Ontario, Canada
$12.7M +$5.65M +58,019 +80%
ProShare Advisors
275
ProShare Advisors
Maryland
$12.4M +$720K +7,396 +6%
9 10
11
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