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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 %
PSC
401
Prentiss Smith & Co
Vermont
$6.74M -$134K -1,207 -2%
CAM
402
Capstone Asset Management
Texas
$6.73M +$576K +5,182 +9%
SMDAM
403
Sumitomo Mitsui DS Asset Management
Japan
$6.67M -$610K -5,484 -8%
LCM
404
Lomas Capital Management
New York
$6.67M +$6.67M +60,000 New
Berkshire Hathaway
405
Berkshire Hathaway
Nebraska
$6.6M – – –
PIM
406
Profit Investment Management
Maryland
$6.58M -$115K -1,035 -2%
Allianz Asset Management
407
Allianz Asset Management
Germany
$6.45M +$658K +5,923 +11%
BFG
408
Beacon Financial Group
Texas
$6.4M +$43.2K +385 +0.7%
LDB
409
Lee, Danner & Bass
Tennessee
$6.39M -$45.5K -409 -0.7%
LC
410
Lincoln Capital
Nebraska
$6.39M +$6.39M +57,452 New
CA
411
CapWealth Advisors
Tennessee
$6.36M +$209K +1,883 +3%
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$6.33M +$5.03M +45,205 +387%
PFM
413
Parsec Financial Management
North Carolina
$6.32M -$84.6K -761 -1%
RJT
414
Raymond James Trust
Florida
$6.28M -$38.8K -349 -0.6%
Federated Hermes
415
Federated Hermes
Pennsylvania
$6.23M -$759K -6,828 -11%
STI
416
Susquehanna Trust & Investment
Pennsylvania
$6.22M +$389K +3,498 +7%
JMFC
417
J.M. Forbes & Co
Massachusetts
$6.22M +$6.22M +61,530 New
CCP
418
Clarkston Capital Partners
Michigan
$6.2M +$431K +3,880 +7%
CIM
419
Calvert Investment Management
Maryland
$6.12M +$506K +4,547 +9%
GWI
420
Grace & White Inc
New York
$6.11M -$278K -2,500 -4%
GW
421
GW & Wade
Massachusetts
$6.09M -$34.5K -310 -0.6%
CCM
422
Covington Capital Management
California
$6.09M +$270K +2,429 +5%
BHTS
423
Bar Harbor Trust Services
Maine
$6.05M +$289K +2,600 +5%
PWM
424
Patriot Wealth Management
Texas
$5.97M +$1.37M +12,352 +30%
SCA
425
Salient Capital Advisors
Texas
$5.86M +$2.43M +21,839 +71%
15 16
17
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