UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$188M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.04B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$377M
5
HCM
Herndon Capital Management
Georgia
$174M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$523M
2
State Street
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
Citadel Advisors
Florida
$82.2M
5
PP
Prudential plc
United Kingdom
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
Summit Capital Management
Washington
$9.1M -$141K -1,450 -2%
WPC
327
Waters Parkerson & Co
Louisiana
$9.09M +$398K +4,109 +5%
EWM
328
Edge Wealth Management
New York
$9.05M -$370K -3,871 -4%
AAMU
329
AEGON Asset Management (UK)
United Kingdom
$9.02M -$1.3M -13,373 -13%
SAM
330
Strategy Asset Managers
California
$8.99M +$93.1K +961 +1%
FLII
331
First Long Island Investors
New York
$8.96M +$79.7K +822 +0.9%
PNC
332
Park National Corp
Ohio
$8.95M +$183K +1,888 +2%
CA
333
Commerzbank Aktiengesellschaft
Germany
$8.76M -$1.22M -12,568 -12%
MSA
334
Mason Street Advisors
Wisconsin
$8.66M -$13.8K -142 -0.2%
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$8.58M -$561K -5,791 -6%
SAM
336
Scopus Asset Management
New York
$8.55M +$8.55M +88,248 New
BOS
337
Bingham Osborn & Scarborough
California
$8.46M +$34.5K +356 +0.4%
KIA
338
KCM Investment Advisors
California
$8.4M +$56.5K +583 +0.7%
PWP
339
Private Wealth Partners
California
$8.32M +$828K +8,540 +11%
TYCC
340
Texas Yale Capital Corp
Florida
$8.3M – – –
SW
341
SVB Wealth
Massachusetts
$8.29M -$4.32M -44,622 -34%
Bessemer Group
342
Bessemer Group
New Jersey
$8.28M -$1.87M -19,267 -18%
NCM
343
Nelson Capital Management
California
$8.16M +$269K +2,776 +3%
ST
344
Semper Trust
Pennsylvania
$8.14M -$82.4K -850 -1%
FNBT
345
FineMark National Bank & Trust
Florida
$8.06M +$16.6K +171 +0.2%
TAM
346
Taurus Asset Management
New York
$8.06M -$66.4K -685 -0.8%
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
$8.02M +$4.78M +49,289 +147%
STI
348
Susquehanna Trust & Investment
Pennsylvania
$7.97M +$45.3K +467 +0.6%
PSC
349
Prentiss Smith & Co
Vermont
$7.94M +$2.14M +22,091 +37%
PSUF
350
People's United Financial
Connecticut
$7.93M -$6.1M -62,975 -43%
12 13
14
15 16