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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 %
CGT
301
Capital Guardian Trust
California
$11.4M +$11.1M +106,077 +3,788%
SF
302
Synovus Financial
Georgia
$11.4M -$174K -1,653 -1%
MAM
303
Martingale Asset Management
Massachusetts
$11.4M -$126K -1,199 -1%
CTI
304
Community Trust & Investment
Kentucky
$11.3M -$272K -2,592 -2%
CAM
305
Centre Asset Management
New York
$11.3M +$11.3M +107,730 New
SIC
306
Sigma Investment Counselors
Michigan
$11.3M -$807K -7,682 -7%
ST
307
Semper Trust
Pennsylvania
$11.3M -$102K -970 -0.9%
DADC
308
D.A. Davidson & Co
Montana
$11.1M +$817K +7,775 +8%
SGC
309
South Georgia Capital
Illinois
$11M +$11M +104,919 New
ANI
310
American National Insurance
Texas
$10.8M – – –
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$10.8M -$715K -6,800 -6%
CIS
312
Connors Investor Services
Pennsylvania
$10.8M +$10.8M +102,718 New
SCM
313
Sandler Capital Management
New York
$10.7M +$10.7M +101,400 New
HIMC
314
Heritage Investors Management Corp
Maryland
$10.6M -$675K -6,424 -6%
WPC
315
Waters Parkerson & Co
Louisiana
$10.6M -$38.4K -365 -0.4%
SAC
316
Smith Affiliated Capital
New York
$10.5M -$9.14M – –
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$10.5M +$9.5M +90,393 +953%
AIA
318
Avalon Investment & Advisory
Texas
$10.4M +$54.2K +516 +0.5%
Schroder Investment Management Group
319
Schroder Investment Management Group
United Kingdom
$10.3M +$389K +3,700 +4%
LPL Financial
320
LPL Financial
California
$10.3M -$635K -6,040 -6%
M&T Bank
321
M&T Bank
New York
$10.3M -$200K -1,907 -2%
Asset Management One
322
Asset Management One
Japan
$10.3M -$221K -2,105 -2%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$10.3M +$360K +3,428 +4%
GH
324
GAM Holding
Switzerland
$10.2M -$214K -2,037 -2%
SC
325
Sculptor Capital
New York
$10.1M +$10.1M +95,867 New
11 12
13
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