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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 %
SIC
301
Sigma Investment Counselors
Michigan
$10.2M – – –
DAM
302
Delta Asset Management
Tennessee
$10.1M +$372K +3,839 +4%
BKBG
303
BHF Kleinwort Benson Group
Belgium
$10.1M -$9.68M -99,868 -49%
HA
304
Halsey Associates
Connecticut
$10.1M -$205K -2,118 -2%
NIMC
305
NWQ Investment Management Company
California
$10.1M +$2.91M +30,075 +41%
SCM
306
Stevens Capital Management
Pennsylvania
$10.1M +$10.1M +103,837 New
ANI
307
American National Insurance
Texas
$9.99M – – –
D.E. Shaw & Co
308
D.E. Shaw & Co
New York
$9.91M -$9.5M -98,025 -49%
RCYC
309
Richard C. Young & Co
Rhode Island
$9.89M -$56.6K -584 -0.6%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$9.84M +$4.09M +42,254 +71%
EIA
311
Edgemoor Investment Advisors
Maryland
$9.74M -$426K -4,396 -4%
AF
312
Ally Financial
Michigan
$9.69M +$6.78M +70,000 +233%
AC
313
Ascend Capital
California
$9.69M +$6.3M +65,000 +186%
SCA
314
Stillwater Capital Advisors
Pennsylvania
$9.67M +$194K +2,000 +2%
FIM
315
FourPoints Investment Managers
France
$9.6M -$1.19M -12,300 -11%
ORIO
316
Old Republic International (ORI)
Illinois
$9.59M +$2.23M +23,000 +30%
CGT
317
Capital Guardian Trust
California
$9.56M -$31.7K -327 -0.3%
Marshall Wace
318
Marshall Wace
United Kingdom
$9.52M +$9.52M +98,269 New
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$9.5M +$669K +6,900 +8%
LIM
320
Lathrop Investment Management
Arkansas
$9.48M +$764K +7,880 +9%
GH
321
GAM Holding
Switzerland
$9.45M -$1.3M -13,457 -12%
ERSOT
322
Employees Retirement System of Texas
Texas
$9.34M +$872K +9,000 +10%
CNB
323
City National Bank
California
$9.29M -$780K -8,049 -8%
BAMF
324
BI Asset Management Fondsmaeglerselskab
Denmark
$9.26M -$436K -4,500 -5%
B
325
BP
United Kingdom
$9.11M -$1.55M -16,000 -15%
11 12
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