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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
3
State Street
State Street
Massachusetts
+$139M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$138M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$84.4M

Top Sellers

1
MC
Maverick Capital
Texas
-$203M
2
O
OppenheimerFunds
New York
-$202M
3
Boston Partners
Boston Partners
Massachusetts
-$149M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$132M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
276
Brookmont Capital Management
Texas
$13.4M +$4.5M +42,783 +50%
DILH
277
Dai-ichi Life Holdings
Japan
$13.2M +$3.42M +32,540 +35%
CG
278
Colony Group
Massachusetts
$13.2M +$13.2M +125,714 New
KCA
279
KR Capital Advisors
New York
$13.1M -$909K -8,655 -6%
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$12.9M -$69.1K -658 -0.5%
FOAM
281
Five Oceans Asset Management
Australia
$12.9M +$90.3K +859 +0.7%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$12.8M -$213K -2,025 -2%
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$12.8M -$1.82M -17,301 -12%
ProShare Advisors
284
ProShare Advisors
Maryland
$12.6M +$6.69M +63,671 +113%
SL
285
Summitry LLC
California
$12.6M +$217K +2,065 +2%
WF
286
Welch & Forbes
Massachusetts
$12.4M -$15.4K -147 -0.1%
B
287
Baird
Wisconsin
$12.4M -$147K -1,397 -1%
HA
288
Halsey Associates
Connecticut
$12.3M -$720K -6,855 -6%
AAM
289
Advisors Asset Management
Colorado
$12.3M +$2.8M +26,613 +29%
Mariner
290
Mariner
Kansas
$12.2M -$430K -4,092 -3%
BHWM
291
Bar Harbor Wealth Management
New Hampshire
$12.1M – – –
QAM
292
QCI Asset Management
New York
$12M +$22.6K +215 +0.2%
FFIC
293
First Fiduciary Investment Counsel
Ohio
$12M -$391K -3,720 -3%
EIA
294
Edgemoor Investment Advisors
Maryland
$11.8M -$75.9K -722 -0.6%
NIM
295
Northeast Investment Management
Massachusetts
$11.7M +$130K +1,240 +1%
ZAM
296
Zevin Asset Management
Massachusetts
$11.7M -$3.05M -29,070 -21%
DIA
297
Davidson Investment Advisors
Montana
$11.6M -$220K -2,097 -2%
AIMCA
298
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.6M -$3.15M -30,000 -21%
WAM
299
World Asset Management
Michigan
$11.6M -$2.03M -19,351 -15%
Two Sigma Advisers
300
Two Sigma Advisers
New York
$11.5M -$3.36M -31,996 -23%
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