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

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$523M
2
State Street
2
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
4
Citadel Advisors
Florida
$82.2M
5
PP
5
Prudential plc
United Kingdom
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
351
J.P. Morgan Private Wealth Advisors
California
$7.89M -$1.42M -14,613 -15%
ProShare Advisors
352
ProShare Advisors
Maryland
$7.8M -$2.21M -22,805 -22%
Creative Planning
353
Creative Planning
Kansas
$7.79M -$121K -1,250 -2%
ACS
354
Archford Capital Strategies
Illinois
$7.78M +$45.6K +471 +0.6%
LCS
355
Levin Capital Strategies
New York
$7.64M +$145K +1,500 +2%
Federated Hermes
356
Federated Hermes
Pennsylvania
$7.61M -$425K -4,384 -5%
ISB
357
Iowa State Bank
Iowa
$7.57M +$17.2K +177 +0.2%
COPPSERS
358
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.55M -$174K -1,798 -2%
CIM
359
Corbyn Investment Management
Maryland
$7.51M +$7.51M +77,503 New
WT
360
Washington Trust
Rhode Island
$7.48M -$272K -2,806 -4%
CBOA
361
Commonwealth Bank of Australia
Australia
$7.39M +$99K +1,022 +1%
MOACM
362
Mutual of America Capital Management
New York
$7.39M -$36.4K -376 -0.5%
S
363
SignatureFD
Georgia
$7.3M +$10.7K +110 +0.1%
NRS
364
Neville Rodie & Shaw
New York
$7.2M -$70.7K -730 -1%
NB
365
Norinchukin Bank
Japan
$7.18M -$176K -1,821 -2%
WAM
366
World Asset Management
Michigan
$7.17M -$805K -8,310 -10%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$7.12M -$717K -7,400 -9%
HI
368
Hendershot Investments
Virginia
$7.1M +$180K +1,855 +3%
PAG
369
Private Advisor Group
New Jersey
$6.98M +$166K +1,709 +2%
SIA
370
SeaBridge Investment Advisors
New Jersey
$6.98M -$75K -774 -1%
WIC
371
Wilkins Investment Counsel
Massachusetts
$6.92M -$136K -1,400 -2%
TCM
372
Tradition Capital Management
New Jersey
$6.88M +$97.7K +1,008 +1%
DILH
373
Dai-ichi Life Holdings
Japan
$6.78M -$842K -8,685 -11%
SBH
374
Segall Bryant & Hamill
Illinois
$6.72M -$98.6K -1,017 -1%
LIC
375
Lodestar Investment Counsel
Illinois
$6.67M -$23.2K -239 -0.3%
13 14
15
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