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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$188M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.04B
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$60.6M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$377M
5
HCM
5
Herndon Capital Management
Georgia
$174M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$523M
2
State Street
2
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
4
Citadel Advisors
Florida
$82.2M
5
PP
5
Prudential plc
United Kingdom
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
251
LPL Financial
California
$14.3M -$664K -6,872 -4%
FAF
252
Fjarde Ap-fonden
Sweden
$14.3M -$714K -7,368 -5%
DP
253
Dearborn Partners
Illinois
$14.2M +$926K +9,560 +7%
MTC
254
McDaniel Terry & Co
Texas
$14.2M +$418K +4,310 +3%
CC
255
Curian Capital
Colorado
$14.1M +$33K +340 +0.2%
CCM
256
Cadence Capital Management
Massachusetts
$14M +$381K +3,931 +3%
FFIC
257
First Fiduciary Investment Counsel
Ohio
$14M +$106K +1,090 +0.8%
VFAM
258
Valley Forge Asset Management
Pennsylvania
$13.9M -$264K -2,719 -2%
MIM
259
Marco Investment Management
Georgia
$13.9M -$214K -2,205 -2%
FTIOP
260
Fiduciary Trust International of Pennsylvania
Pennsylvania
$13.8M +$2.06M +21,258 +18%
TAM
261
Trillium Asset Management
Massachusetts
$13.5M -$217K -2,235 -2%
CCP
262
Clarkston Capital Partners
Michigan
$13.4M +$588K +6,068 +5%
BCM
263
Brookmont Capital Management
Texas
$13.2M -$41.6K -429 -0.3%
PI
264
PineBridge Investments
New York
$13.1M +$8.17M +84,288 +165%
KFC
265
Klingenstein Fields & Co
New York
$12.9M -$533K -5,500 -4%
ACM
266
Argent Capital Management
Missouri
$12.9M -$20.3K -209 -0.2%
DADC
267
D.A. Davidson & Co
Montana
$12.9M +$1.17M +12,036 +10%
BVDMP
268
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$12.7M – – –
AQR Capital Management
269
AQR Capital Management
Connecticut
$12.6M -$5.51M -56,874 -30%
IEFM
270
IQ EQ Fund Management
Ireland
$12.6M -$1.09M -10,344 -8%
RFS
271
Rockefeller Financial Services
New York
$12.5M +$1.23M +12,707 +11%
SGC
272
South Georgia Capital
Illinois
$12.3M +$136K +1,400 +1%
GGI
273
Godsey & Gibb Inc
Virginia
$12.1M +$12.1M +125,100 New
URS
274
Utah Retirement Systems
Utah
$12.1M -$145K -1,500 -1%
AC
275
Allstate Corporation
Illinois
$12M -$6.83M -70,485 -36%
9 10
11
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