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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$267M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
State Street
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
376
SG Americas Securities
New York
$6.83M -$20.3M -209,778 -75%
SBH
377
Segall Bryant & Hamill
Illinois
$6.82M – – –
PAG
378
Private Advisor Group
New Jersey
$6.82M -$11.1K -114 -0.2%
TCM
379
Tradition Capital Management
New Jersey
$6.78M +$244K +2,520 +4%
BCM
380
BTR Capital Management
California
$6.75M -$97.7K -1,008 -1%
LIC
381
Lodestar Investment Counsel
Illinois
$6.69M +$9.89K +102 +0.1%
LRPA
382
L. Roy Papp & Associates
Arizona
$6.67M +$872 +9 +0%
NCM
383
Noesis Capital Mangement
Florida
$6.66M +$30.5K +315 +0.5%
AW
384
ACG Wealth
Georgia
$6.59M -$36.4K -375 -0.5%
DekaBank Deutsche Girozentrale
385
DekaBank Deutsche Girozentrale
Germany
$6.57M -$9.19M -94,628 -58%
LS
386
Livforsakringsbolaget Skandia
Sweden
$6.52M -$349K -3,600 -5%
GCP
387
GSA Capital Partners
United Kingdom
$6.51M +$6.51M +67,127 New
Asset Management One
388
Asset Management One
Japan
$6.48M -$376K -3,864 -5%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$6.44M -$4.9M -50,557 -43%
RBA
390
Richard Bernstein Advisors
New York
$6.43M – – –
WT
391
Whittier Trust
California
$6.39M -$49.7K -513 -0.8%
GC
392
Grimes & Company
Massachusetts
$6.36M +$433K +4,467 +7%
VW
393
Vantage Wealth
California
$6.32M +$371K +3,825 +6%
NFGCM
394
Norman Fields Gottscho Capital Management
New York
$6.3M -$397K -4,100 -6%
SAM
395
Securian Asset Management
Minnesota
$6.29M +$170K +1,753 +3%
GIM
396
Gyrus Investment Management
Ontario, Canada
$6.2M -$922K -9,510 -13%
IIM
397
Intact Investment Management
Quebec, Canada
$6.13M -$1.17M -12,100 -16%
Millennium Management
398
Millennium Management
New York
$6.12M -$10.9M -111,936 -64%
CCM
399
Covington Capital Management
California
$6.12M +$811K +8,362 +15%
CAM
400
Capstone Asset Management
Texas
$6.02M +$153K +1,583 +3%
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