UPS icon

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 %
MCC
326
Mid Continent Capital
Illinois
$10M +$469K +4,222 +5%
MNA
327
Manning & Napier Advisors
New York
$10M +$1.94M +17,444 +24%
SAM
328
Strategy Asset Managers
California
$9.94M +$9.54M +85,851 +2,401%
MLL
329
Moody Lynn & Lieberson
Massachusetts
$9.9M +$9.9M +89,077 New
AIM
330
Artemis Investment Management
United Kingdom
$9.88M -$3.89M -34,969 -28%
TYCC
331
Texas Yale Capital Corp
Florida
$9.75M – – –
LCS
332
Levin Capital Strategies
New York
$9.74M +$542K +4,872 +6%
BOS
333
Bingham Osborn & Scarborough
California
$9.7M -$1.79M -16,069 -16%
LIM
334
Lathrop Investment Management
Arkansas
$9.55M +$84.9K +764 +0.9%
CCMG
335
Clark Capital Management Group
Pennsylvania
$9.5M +$3.42M +30,744 +56%
FLII
336
First Long Island Investors
New York
$9.49M +$127K +1,145 +1%
NMERB
337
New Mexico Educational Retirement Board
New Mexico
$9.47M -$989K -8,900 -9%
ST
338
Semper Trust
Pennsylvania
$9.4M +$522K +4,700 +6%
TAM
339
Taurus Asset Management
New York
$9.37M -$50K -450 -0.5%
ERSOT
340
Employees Retirement System of Texas
Texas
$9.27M +$889K +8,000 +11%
NCM
341
Nelson Capital Management
California
$9.25M +$110K +985 +1%
WAM
342
World Asset Management
Michigan
$9.25M -$2.04M -18,328 -18%
FNBT
343
FineMark National Bank & Trust
Florida
$9.09M +$266K +2,391 +3%
FNBOO
344
First National Bank of Omaha
Nebraska
$8.99M +$240K +2,161 +3%
WT
345
Washington Trust
Rhode Island
$8.9M +$67.5K +607 +0.8%
ACS
346
Archford Capital Strategies
Illinois
$8.88M +$3.34K +30 +0%
ABC
347
Associated Banc-Corp
Wisconsin
$8.86M +$389K +3,499 +5%
KIA
348
KCM Investment Advisors
California
$8.75M +$875K +7,867 +11%
First Trust Advisors
349
First Trust Advisors
Illinois
$8.74M +$402K +3,616 +5%
PCA
350
Personal Capital Advisors
California
$8.67M +$1.77M +15,933 +26%
12 13
14
15 16