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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 %
RCYC
326
Richard C. Young & Co
Rhode Island
$10.1M -$158K -1,506 -2%
CNB
327
City National Bank
California
$10.1M +$84.9K +808 +0.9%
RFC
328
Regions Financial Corp
Alabama
$9.91M +$513K +4,882 +5%
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$9.84M +$299K +2,844 +3%
ACM
330
Antonetti Capital Management
Florida
$9.78M -$6.31K -60 -0.1%
GIM
331
Gyrus Investment Management
Ontario, Canada
$9.53M +$620K +5,549 +7%
RFA
332
Reilly Financial Advisors
California
$9.5M -$81.7K -778 -0.9%
FTIOP
333
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.47M +$445K +4,238 +5%
DP
334
Dearborn Partners
Illinois
$9.43M +$1.21M +11,509 +15%
TYCC
335
Texas Yale Capital Corp
Florida
$9.35M – – –
BOS
336
Bingham Osborn & Scarborough
California
$9.22M +$124K +1,180 +1%
DAM
337
Delta Asset Management
Tennessee
$9.14M +$61K +580 +0.7%
FNBOO
338
First National Bank of Omaha
Nebraska
$8.98M +$961K +9,143 +12%
SCM
339
Stevens Capital Management
Pennsylvania
$8.98M +$8.98M +85,408 New
TAM
340
Tocqueville Asset Management
New York
$8.94M +$66.9K +637 +0.8%
PCM
341
Peg Capital Management
New Hampshire
$8.87M -$58.6K -558 -0.7%
SCA
342
Stillwater Capital Advisors
Pennsylvania
$8.8M +$1.98M +18,814 +29%
MCC
343
Mid Continent Capital
Illinois
$8.77M -$2.63K -25 -0%
TAM
344
Taurus Asset Management
New York
$8.75M -$870K -8,275 -9%
LRPA
345
L. Roy Papp & Associates
Arizona
$8.71M -$22.4K -213 -0.3%
Calamos Advisors
346
Calamos Advisors
Illinois
$8.67M – – –
First Trust Advisors
347
First Trust Advisors
Illinois
$8.65M +$2.27M +21,580 +36%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$8.52M -$729K -6,939 -8%
HCM
349
Horan Capital Management
Maryland
$8.33M -$2.9M -27,608 -26%
CGI
350
CI Global Investments
California
$8.3M +$420K +4,000 +5%
12 13
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