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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
3
Citadel Advisors
Florida
$163M
4
Parnassus Investments
4
Parnassus Investments
California
$386M
5
Prudential Financial
5
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$267M
2
TIM
2
Thornburg Investment Management
New Mexico
$0
3
State Street
3
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
5
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$9.14M -$585K -6,039 -6%
SAM
327
Strategy Asset Managers
California
$8.9M +$235K +2,426 +3%
FLII
328
First Long Island Investors
New York
$8.89M +$610K +6,295 +7%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$8.83M -$65.4M -674,900 -88%
PNC
330
Park National Corp
Ohio
$8.77M +$1.25M +12,862 +17%
LIM
331
Lathrop Investment Management
Arkansas
$8.72M +$397K +4,097 +5%
WPC
332
Waters Parkerson & Co
Louisiana
$8.69M -$73.5K -758 -0.8%
MSA
333
Mason Street Advisors
Wisconsin
$8.68M -$10.3M -106,384 -54%
GCM
334
Grisanti Capital Management
New York
$8.52M +$8.52M +87,852 New
ERSOT
335
Employees Retirement System of Texas
Texas
$8.47M +$388K +4,000 +5%
BOS
336
Bingham Osborn & Scarborough
California
$8.43M -$28.4K -293 -0.3%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$8.42M -$2.84M -29,309 -25%
KIA
338
KCM Investment Advisors
California
$8.35M +$723K +7,457 +9%
TYCC
339
Texas Yale Capital Corp
Florida
$8.31M -$194K -2,000 -2%
ST
340
Semper Trust
Pennsylvania
$8.23M +$24.2K +250 +0.3%
TAM
341
Taurus Asset Management
New York
$8.13M -$38.8K -400 -0.5%
FNBT
342
FineMark National Bank & Trust
Florida
$8.05M +$128K +1,317 +2%
Federated Hermes
343
Federated Hermes
Pennsylvania
$8.04M +$2.61M +26,876 +48%
WG
344
Winton Group
United Kingdom
$8.03M -$1.11M -11,439 -12%
WAM
345
World Asset Management
Michigan
$7.98M -$83.5K -861 -1%
STI
346
Susquehanna Trust & Investment
Pennsylvania
$7.93M +$2.5M +25,840 +46%
Creative Planning
347
Creative Planning
Kansas
$7.91M +$3.46M +35,690 +78%
Fidelity International
348
Fidelity International
Bermuda
$7.9M +$7.9M +81,501 New
NCM
349
Nelson Capital Management
California
$7.9M -$172K -1,770 -2%
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$7.84M -$417K -4,300 -5%
12 13
14
15 16