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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
3
Citadel Advisors
Florida
$163M
4
Parnassus Investments
4
Parnassus Investments
California
$386M
5
Prudential Financial
5
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$267M
2
TIM
2
Thornburg Investment Management
New Mexico
$0
3
State Street
3
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
5
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$12.1M -$36.2M -374,987 -75%
FTIOP
277
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.8M +$24.7K +255 +0.2%
DADC
278
D.A. Davidson & Co
Montana
$11.7M +$739K +7,625 +7%
SF
279
Synovus Financial
Georgia
$11.6M +$426K +4,386 +4%
First Trust Advisors
280
First Trust Advisors
Illinois
$11.5M +$3.89M +40,079 +51%
Allianz Asset Management
281
Allianz Asset Management
Germany
$11.5M +$5.88M +60,647 +104%
JGC
282
J. Goldman & Co
New York
$11.3M +$11.3M +117,000 New
RFS
283
Rockefeller Financial Services
New York
$11.3M +$3.94M +40,613 +54%
CWP
284
Capital Wealth Planning
Florida
$11.2M +$2.81K +29 +0%
ZAM
285
Zevin Asset Management
Massachusetts
$11.1M +$170K +1,752 +2%
QAM
286
QCI Asset Management
New York
$10.9M +$70.5K +727 +0.6%
NIM
287
Northeast Investment Management
Massachusetts
$10.8M -$203K -2,094 -2%
FIM
288
FourPoints Investment Managers
France
$10.8M -$4.39M -45,300 -29%
State of Tennessee, Department of Treasury
289
State of Tennessee, Department of Treasury
Tennessee
$10.8M -$17.9M -184,942 -62%
GH
290
GAM Holding
Switzerland
$10.8M +$640K +6,600 +6%
B
291
BP
United Kingdom
$10.7M – – –
Janney Montgomery Scott
292
Janney Montgomery Scott
Pennsylvania
$10.6M +$1.44M +14,861 +16%
ACA
293
Anchor Capital Advisors
Massachusetts
$10.6M -$1.62M -16,693 -13%
WF
294
Welch & Forbes
Massachusetts
$10.5M -$1.13M -11,679 -10%
HIMC
295
Heritage Investors Management Corp
Maryland
$10.5M +$104K +1,071 +1%
BAM
296
Barrett Asset Management
New York
$10.4M -$582K -6,000 -5%
DIA
297
Davidson Investment Advisors
Montana
$10.4M -$109K -1,125 -1%
HA
298
Halsey Associates
Connecticut
$10.3M +$85K +877 +0.8%
AAMU
299
AEGON Asset Management (UK)
United Kingdom
$10.3M +$10.3M +106,493 New
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$10.3M +$48.5K +500 +0.5%
10 11
12
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