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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
301
Willis Investment Counsel
Georgia
$12M -$3.59M -32,300 -23%
HIMC
302
Heritage Investors Management Corp
Maryland
$11.9M -$58.9K -530 -0.5%
OPERF
303
Oregon Public Employees Retirement Fund
Oregon
$11.8M +$74.6K +671 +0.6%
HA
304
Halsey Associates
Connecticut
$11.7M -$59.9K -539 -0.5%
SIC
305
Sigma Investment Counselors
Michigan
$11.7M – – –
DILH
306
Dai-ichi Life Holdings
Japan
$11.6M +$688K +6,186 +6%
VFAM
307
Valley Forge Asset Management
Pennsylvania
$11.6M +$625K +5,622 +6%
GH
308
GAM Holding
Switzerland
$11.6M -$2.95M -26,576 -20%
CNB
309
City National Bank
California
$11.6M +$268K +2,409 +2%
Bessemer Group
310
Bessemer Group
New Jersey
$11.5M +$603K +5,427 +6%
ANI
311
American National Insurance
Texas
$11.5M – – –
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$11.4M -$1.93M -17,376 -15%
RCYC
313
Richard C. Young & Co
Rhode Island
$11.3M +$153K +1,375 +1%
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$11.1M -$1.54M -13,931 -12%
CGT
315
Capital Guardian Trust
California
$11M -$293K -2,636 -3%
AIA
316
Avalon Investment & Advisory
Texas
$10.9M +$192K +1,728 +2%
CNAM
317
Campbell Newman Asset Management
Wisconsin
$10.7M +$14.1K +127 +0.1%
SCA
318
Stillwater Capital Advisors
Pennsylvania
$10.6M +$507K +4,558 +5%
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$10.5M +$740K +6,657 +8%
ZIM
320
Zacks Investment Management
Illinois
$10.5M -$150K -1,351 -1%
Nuveen Asset Management
321
Nuveen Asset Management
Illinois
$10.5M +$3.74M +33,670 +56%
WG
322
Winton Group
United Kingdom
$10.5M -$35.4M -318,453 -77%
DAM
323
Delta Asset Management
Tennessee
$10.3M +$67.9K +611 +0.7%
BF
324
BOK Financial
Oklahoma
$10.3M +$4.07M +36,569 +65%
WPC
325
Waters Parkerson & Co
Louisiana
$10.1M -$474K -4,263 -5%
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