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 %
PAG
376
Private Advisor Group
New Jersey
$7.81M +$631K +5,694 +9%
CT
377
Cambridge Trust
Massachusetts
$7.78M +$7.78M +70,003 New
GL
378
GLG LLC
New York
$7.75M – – –
HI
379
Hendershot Investments
Virginia
$7.69M +$50.6K +455 +0.7%
NFGCM
380
Norman Fields Gottscho Capital Management
New York
$7.69M +$2.05M +18,445 +36%
BAMF
381
BI Asset Management Fondsmaeglerselskab
Denmark
$7.67M +$7.67M +69,000 New
LIC
382
Lodestar Investment Counsel
Illinois
$7.67M -$88.8K -799 -1%
LRPA
383
L. Roy Papp & Associates
Arizona
$7.65M -$295K -2,655 -4%
NCM
384
Noesis Capital Mangement
Florida
$7.61M -$90K -810 -1%
AW
385
ACG Wealth
Georgia
$7.6M +$12.1K +109 +0.2%
TCM
386
Tradition Capital Management
New Jersey
$7.5M +$662K +5,951 +10%
OC
387
Oppenheimer & Co
New York
$7.43M -$1.61M -14,470 -18%
VC
388
V2 Capital
Illinois
$7.39M -$238K -2,137 -3%
GPSPJS
389
General Pension Society PZU Joint Stock
Poland
$7.39M -$5.93M -53,300 -44%
VRS
390
Virginia Retirement Systems
Virginia
$7.39M -$98.8K -889 -1%
WT
391
Whittier Trust
California
$7.38M -$119K -1,072 -2%
RBA
392
Richard Bernstein Advisors
New York
$7.37M – – –
KCA
393
KR Capital Advisors
New York
$7.26M -$384K -3,455 -5%
Luther King Capital Management (LKCM)
394
Luther King Capital Management (LKCM)
Texas
$7.22M -$195K -1,750 -3%
Zurich Cantonal Bank
395
Zurich Cantonal Bank
Switzerland
$7.21M +$1.35M +12,149 +23%
SAM
396
Securian Asset Management
Minnesota
$7.02M +$102K +916 +1%
DWT
397
Dorsey & Whitney Trust
South Dakota
$7M -$158K -1,419 -2%
VW
398
Vantage Wealth
California
$6.82M -$103K -925 -1%
HL
399
HeadInvest LLC
Maine
$6.81M +$99.9K +899 +1%
GC
400
Grimes & Company
Massachusetts
$6.8M -$37.4K -336 -0.5%
14 15
16
17 18