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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
251
Advisors Asset Management
Colorado
$17.1M +$1.19M +10,683 +7%
LA
252
Lynch & Associates
Indiana
$16.8M +$40.6K +365 +0.2%
CGM
253
Capital Growth Management
Massachusetts
$16.7M +$16.7M +150,000 New
RCM
254
Riverhead Capital Management
Delaware
$16.7M +$684K +6,154 +4%
B
255
Baird
Wisconsin
$16.5M +$1.57M +14,120 +11%
PSUF
256
People's United Financial
Connecticut
$16.3M -$224K -2,017 -1%
MIM
257
Marco Investment Management
Georgia
$16.1M -$408K -3,674 -2%
KFC
258
Klingenstein Fields & Co
New York
$15.7M +$44.5K +400 +0.3%
KCM
259
Kames Capital Management
United Kingdom
$15.5M – – –
MTC
260
McDaniel Terry & Co
Texas
$15.5M +$171K +1,542 +1%
FFIC
261
First Fiduciary Investment Counsel
Ohio
$15.5M +$421K +3,785 +3%
SW
262
SVB Wealth
Massachusetts
$15.1M +$15.1M +136,013 New
NSLI
263
Nan Shan Life Insurance
Taiwan
$15.1M -$21.9M -197,400 -59%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$15M -$906K -8,153 -6%
IEFM
265
IQ EQ Fund Management
Ireland
$14.9M +$14.9M +133,372 New
TAM
266
Trillium Asset Management
Massachusetts
$14.8M +$8.74M +78,588 +143%
Stifel Financial
267
Stifel Financial
Missouri
$14.8M +$3.26M +29,326 +28%
BKBG
268
BHF Kleinwort Benson Group
Belgium
$14.6M +$3.93M +34,907 +37%
CGI
269
CI Global Investments
California
$14.5M -$2.56M -23,000 -15%
ACM
270
Argent Capital Management
Missouri
$14.4M +$1.84M +16,569 +15%
LTFS
271
Ladenburg Thalmann Financial Services
Florida
$14.2M +$903K +8,121 +7%
COPPSERS
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.1M -$203K -1,822 -1%
SGC
273
South Georgia Capital
Illinois
$14.1M +$1.33M +12,008 +10%
SL
274
Summitry LLC
California
$14.1M +$224K +2,016 +2%
ACA
275
Anchor Capital Advisors
Massachusetts
$14M +$13.7M +123,118 +4,053%
9 10
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