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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
301
Edgemoor Investment Advisors
Maryland
$11.2M -$265K -2,577 -2%
DADC
302
D.A. Davidson & Co
Montana
$11.2M +$61.6K +600 +0.6%
CIS
303
Connors Investor Services
Pennsylvania
$11.1M – – –
DIA
304
Davidson Investment Advisors
Montana
$11.1M -$155K -1,515 -1%
ST
305
Semper Trust
Pennsylvania
$11M -$24.5K -239 -0.2%
HA
306
Halsey Associates
Connecticut
$11M -$1.16M -11,279 -10%
SGC
307
South Georgia Capital
Illinois
$10.9M +$257K +2,500 +2%
RFC
308
Regions Financial Corp
Alabama
$10.9M +$701K +6,831 +7%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$10.9M -$2.95M -28,700 -21%
AIM
310
abrdn Investment Management
United Kingdom
$10.8M +$5.41M +52,714 +100%
SIC
311
Sigma Investment Counselors
Michigan
$10.8M – – –
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$10.8M +$184K +1,794 +2%
SC
313
Scotia Capital
Ontario, Canada
$10.7M -$2.68M -26,052 -20%
LS
314
Livforsakringsbolaget Skandia
Sweden
$10.6M – – –
ZIM
315
Zacks Investment Management
Illinois
$10.6M -$1.31M -12,755 -11%
HIMC
316
Heritage Investors Management Corp
Maryland
$10.6M +$163K +1,587 +2%
ANI
317
American National Insurance
Texas
$10.6M – – –
VFAM
318
Valley Forge Asset Management
Pennsylvania
$10.5M +$601K +5,851 +6%
CGT
319
Capital Guardian Trust
California
$10.4M -$799K -7,782 -7%
RCYC
320
Richard C. Young & Co
Rhode Island
$10.3M +$260K +2,531 +3%
KCM
321
Kames Capital Management
United Kingdom
$10.1M +$10.1M +98,802 New
FTIOP
322
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.1M +$329K +3,205 +3%
Millennium Management
323
Millennium Management
New York
$10M +$7.4M +72,113 +280%
AIA
324
Avalon Investment & Advisory
Texas
$10M -$117K -1,143 -1%
RFA
325
Reilly Financial Advisors
California
$9.99M +$371K +3,603 +4%
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