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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 %
WT
351
Washington Trust
Rhode Island
$7.76M -$4.36K -45 -0.1%
ACS
352
Archford Capital Strategies
Illinois
$7.74M -$2.91K -30 -0%
COPPSERS
353
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.73M -$4.6M -47,455 -37%
DILH
354
Dai-ichi Life Holdings
Japan
$7.63M -$2.5M -25,764 -25%
ISB
355
Iowa State Bank
Iowa
$7.56M +$50.4K +520 +0.7%
BHWM
356
Bar Harbor Wealth Management
New Hampshire
$7.55M +$2.95M +30,446 +64%
GL
357
GLG LLC
New York
$7.53M +$775K +7,990 +11%
LCS
358
Levin Capital Strategies
New York
$7.49M -$1M -10,355 -12%
PWP
359
Private Wealth Partners
California
$7.49M +$2.6M +26,785 +53%
MOACM
360
Mutual of America Capital Management
New York
$7.43M +$120K +1,238 +2%
ORIO
361
Old Republic International (ORI)
Illinois
$7.37M – – –
NB
362
Norinchukin Bank
Japan
$7.36M -$83.2K -858 -1%
CWM
363
Concert Wealth Management
California
$7.33M +$1.66M +68,012 +29%
S
364
SignatureFD
Georgia
$7.29M +$423K +4,366 +6%
CBOA
365
Commonwealth Bank of Australia
Australia
$7.29M +$38.8K +400 +0.5%
NRS
366
Neville Rodie & Shaw
New York
$7.28M -$223K -2,297 -3%
EAM
367
EverPoint Asset Management
Connecticut
$7.27M +$4.85M +50,000 +200%
NIMC
368
NWQ Investment Management Company
California
$7.17M +$7.17M +74,000 New
ABC
369
Associated Banc-Corp
Wisconsin
$7.16M -$560K -5,776 -7%
SIA
370
SeaBridge Investment Advisors
New Jersey
$7.06M +$40.1K +414 +0.6%
WIC
371
Wilkins Investment Counsel
Massachusetts
$7.06M -$96.9K -1,000 -1%
V
372
Veritable
Delaware
$7.05M -$3.99M -41,201 -36%
HI
373
Hendershot Investments
Virginia
$6.92M +$213K +2,193 +3%
LPC
374
Loeb Partners Corp
New York
$6.91M -$136K -1,400 -2%
PCM
375
Peg Capital Management
New Hampshire
$6.88M -$530K -5,464 -7%
13 14
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