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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
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 %
ABC
376
Associated Banc-Corp
Wisconsin
$6.66M -$505K -5,213 -7%
BCM
377
BTR Capital Management
California
$6.63M -$120K -1,236 -2%
SCA
378
Salient Capital Advisors
Texas
$6.59M +$981K +10,125 +17%
CAM
379
Centre Asset Management
New York
$6.58M +$6.58M +67,880 New
LS
380
Livforsakringsbolaget Skandia
Sweden
$6.52M – – –
LRPA
381
L. Roy Papp & Associates
Arizona
$6.51M -$159K -1,638 -2%
WT
382
Whittier Trust
California
$6.5M +$113K +1,166 +2%
GC
383
Grimes & Company
Massachusetts
$6.46M +$99.8K +1,030 +2%
CAM
384
Capstone Asset Management
Texas
$6.4M +$380K +3,920 +6%
NCM
385
Noesis Capital Mangement
Florida
$6.4M -$261K -2,697 -4%
AIM
386
Allen Investment Management
New York
$6.39M +$685K +7,065 +12%
VW
387
Vantage Wealth
California
$6.37M +$58.1K +600 +0.9%
SAM
388
Securian Asset Management
Minnesota
$6.37M +$78.6K +811 +1%
CCM
389
Covington Capital Management
California
$6.36M +$246K +2,536 +4%
Asset Management One
390
Asset Management One
Japan
$6.31M -$179K -1,840 -3%
PP
391
PDT Partners
New York
$6.22M +$3.68M +37,988 +145%
GHA
392
GW Henssler & Associates
Georgia
$6.19M +$952K +9,824 +18%
CA
393
CapWealth Advisors
Tennessee
$6.1M +$341K +3,523 +6%
IIM
394
Intact Investment Management
Quebec, Canada
$6.08M -$38.8K -400 -0.6%
JC
395
Jacobs & Co
California
$6.05M +$573K +5,910 +10%
First Trust Advisors
396
First Trust Advisors
Illinois
$6.03M -$5.48M -56,532 -48%
CIC
397
Cutler Investment Counsel
Oregon
$5.96M +$1.17M +12,083 +24%
SAM
398
Silvercrest Asset Management
New York
$5.95M -$13M -134,464 -69%
SAMNY
399
Samsung Asset Management (New York)
New York
$5.93M +$1.57M +16,170 +36%
DWT
400
Dorsey & Whitney Trust
South Dakota
$5.92M +$35.7K +368 +0.6%
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