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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.65B
2
BIT
BlackRock Institutional Trust
California
$2.05B
3
BA
BlackRock Advisors
Delaware
$663M
4
SI
Sentry Investments
Ontario, Canada
$209M
5
JHIU
Janus Henderson Investors US
Colorado
$153M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$776M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
American Century Companies
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
326
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.24M +$471K +4,837 +5%
LPL Financial
327
LPL Financial
California
$9.15M -$428K -4,396 -4%
RFA
328
Reilly Financial Advisors
California
$9.11M +$302K +3,098 +3%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$9.11M +$9.11M +93,512 New
ACM
330
Antonetti Capital Management
Florida
$9.07M – – –
FNBOO
331
First National Bank of Omaha
Nebraska
$9.02M +$697K +7,160 +8%
CNB
332
City National Bank
California
$8.93M -$390K -4,005 -4%
DAM
333
Delta Asset Management
Tennessee
$8.64M +$175K +1,799 +2%
Asset Management One
334
Asset Management One
Japan
$8.58M -$1M -10,318 -10%
BOS
335
Bingham Osborn & Scarborough
California
$8.54M – – –
TYCC
336
Texas Yale Capital Corp
Florida
$8.53M -$138K -1,415 -2%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$8.49M -$629K -6,461 -7%
SCA
338
Stillwater Capital Advisors
Pennsylvania
$8.32M +$171K +1,756 +2%
TAM
339
Taurus Asset Management
New York
$8.27M +$161K +1,650 +2%
PCM
340
Peg Capital Management
New Hampshire
$8.22M – – –
HNB
341
Huntington National Bank
Ohio
$8.22M +$3.59M +36,856 +77%
MCC
342
Mid Continent Capital
Illinois
$8.21M +$87.6K +900 +1%
CTI
343
Community Trust & Investment
Kentucky
$8.15M -$2.36M -24,257 -22%
GIM
344
Gyrus Investment Management
Ontario, Canada
$8M -$1.18M -10,975 -13%
ACS
345
Archford Capital Strategies
Illinois
$7.76M +$7.76M +79,664 New
ARC
346
Absolute Return Capital
Massachusetts
$7.7M -$27.2M -279,628 -78%
CAM
347
Cacti Asset Management
Georgia
$7.67M -$14.5M -149,260 -65%
MOACM
348
Mutual of America Capital Management
New York
$7.56M +$38.2K +392 +0.5%
NCM
349
Nelson Capital Management
California
$7.54M +$3.99M +41,024 +113%
WT
350
Washington Trust
Rhode Island
$7.53M +$478K +4,910 +7%
12 13
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