UPS icon

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 %
SF
276
Synovus Financial
Georgia
$11.9M +$325K +3,350 +3%
AAM
277
Advisors Asset Management
Colorado
$11.8M -$1.71M -17,648 -13%
BPM
278
Bronson Point Management
Connecticut
$11.8M +$11.8M +122,000 New
BHWM
279
Bar Harbor Wealth Management
New Hampshire
$11.8M +$4.24M +43,729 +56%
Allianz Asset Management
280
Allianz Asset Management
Germany
$11.7M +$191K +1,973 +2%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$11.5M +$887K +9,156 +8%
ZAM
282
Zevin Asset Management
Massachusetts
$11.4M +$327K +3,375 +3%
CWP
283
Capital Wealth Planning
Florida
$11.2M +$2.81K +29 +0%
QAM
284
QCI Asset Management
New York
$11.2M +$296K +3,055 +3%
Schroder Investment Management Group
285
Schroder Investment Management Group
United Kingdom
$11.2M -$1.01M -10,345 -8%
GCM
286
Grisanti Capital Management
New York
$11.1M +$2.57M +26,500 +30%
CIC
287
Chilton Investment Company
Connecticut
$11.1M -$1.63M -16,773 -13%
PCA
288
Personal Capital Advisors
California
$10.9M +$1.61M +16,514 +17%
HIMC
289
Heritage Investors Management Corp
Maryland
$10.8M +$348K +3,595 +3%
ACA
290
Anchor Capital Advisors
Massachusetts
$10.7M +$141K +1,457 +1%
TGA
291
Trilogy Global Advisors
Florida
$10.7M -$3.82M -39,405 -26%
IAM
292
Impax Asset Management
New Hampshire
$10.6M +$7.42M +76,548 +233%
NIM
293
Northeast Investment Management
Massachusetts
$10.5M -$335K -3,456 -3%
BAM
294
Barrett Asset Management
New York
$10.4M +$27.6K +285 +0.3%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$10.4M +$96.9K +1,000 +0.9%
WF
296
Welch & Forbes
Massachusetts
$10.4M -$108K -1,116 -1%
AIA
297
Avalon Investment & Advisory
Texas
$10.4M +$10.4M +107,303 New
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$10.4M +$325K +3,356 +3%
DIA
299
Davidson Investment Advisors
Montana
$10.3M -$11.2K -116 -0.1%
WIC
300
Willis Investment Counsel
Georgia
$10.3M +$116K +1,200 +1%
10 11
12
13 14