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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 %
CNB
326
City National Bank
California
$9.85M +$441K +4,299 +5%
WAM
327
World Asset Management
Michigan
$9.85M -$133K -1,296 -1%
WPC
328
Waters Parkerson & Co
Louisiana
$9.83M -$140K -1,360 -1%
LCS
329
Levin Capital Strategies
New York
$9.76M -$10.2M -99,525 -51%
NMERB
330
New Mexico Educational Retirement Board
New Mexico
$9.6M – – –
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$9.57M +$619K +6,033 +7%
ACM
332
Antonetti Capital Management
Florida
$9.56M – – –
LPL Financial
333
LPL Financial
California
$9.36M -$289K -2,815 -3%
VRS
334
Virginia Retirement Systems
Virginia
$9.32M -$2.74M -26,711 -23%
DILH
335
Dai-ichi Life Holdings
Japan
$9.31M -$3.56M -34,651 -28%
DAM
336
Delta Asset Management
Tennessee
$9.25M +$134K +1,304 +1%
WAM
337
Wood Asset Management
Florida
$9.11M +$9.11M +88,753 New
SCA
338
Stillwater Capital Advisors
Pennsylvania
$9.02M +$249K +2,424 +3%
BOS
339
Bingham Osborn & Scarborough
California
$9M – – –
FNBOO
340
First National Bank of Omaha
Nebraska
$8.99M -$516K -5,031 -5%
TYCC
341
Texas Yale Capital Corp
Florida
$8.98M -$3.08K -30 -0%
M&T Bank
342
M&T Bank
New York
$8.97M -$1.06M -10,340 -11%
CIM
343
Calvert Investment Management
Maryland
$8.88M +$8.17M +79,538 +1,150%
TAM
344
Taurus Asset Management
New York
$8.7M -$15.4K -150 -0.2%
AGI
345
Athena Global Investors
Virginia
$8.66M +$1.98M +19,266 +30%
PCM
346
Peg Capital Management
New Hampshire
$8.65M -$20.5K -200 -0.2%
MCC
347
Mid Continent Capital
Illinois
$8.49M -$171K -1,667 -2%
CBOA
348
Commonwealth Bank of Australia
Australia
$8.32M -$12.3M -119,912 -60%
NCM
349
Nelson Capital Management
California
$8.24M +$287K +2,795 +4%
FLII
350
First Long Island Investors
New York
$8.23M +$334K +3,255 +4%
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