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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
3
State Street
State Street
Massachusetts
+$139M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$138M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$84.4M

Top Sellers

1
MC
Maverick Capital
Texas
-$203M
2
O
OppenheimerFunds
New York
-$202M
3
Boston Partners
Boston Partners
Massachusetts
-$149M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$132M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
426
Jacobs & Co
California
$5.03M -$89.6K -853 -2%
HNB
427
Huntington National Bank
Ohio
$5M +$189K +1,794 +4%
Brown Advisory
428
Brown Advisory
Maryland
$4.94M +$697K +6,635 +16%
V
429
Veritable
Delaware
$4.87M +$171K +1,626 +4%
FCM
430
Frontier Capital Management
Massachusetts
$4.84M -$558K -5,310 -10%
DCLA
431
Douglas C. Lane & Associates
New York
$4.84M -$184K -1,754 -4%
SAS
432
Spectrum Advisory Services
Georgia
$4.83M -$13.9K -132 -0.3%
Federated Hermes
433
Federated Hermes
Pennsylvania
$4.81M -$1.02M -9,686 -17%
MAA
434
Matrix Asset Advisors
New York
$4.78M +$342K +3,259 +8%
MBTD
435
Mechanics Bank - Trust Department
California
$4.65M +$137K +1,305 +3%
BMC
436
Benin Management Corp
Connecticut
$4.65M -$1.53M -14,550 -25%
DY
437
Dowling & Yahnke
California
$4.63M +$79.2K +754 +2%
WF
438
WealthTrust Fairport
Ohio
$4.61M -$127K -1,210 -3%
SLI
439
Sumitomo Life Insurance
Japan
$4.6M -$254K -2,421 -5%
AI
440
Accredited Investors
Minnesota
$4.58M +$526 +5 +0%
DBG
441
De Burlo Group
Massachusetts
$4.51M +$767K +7,300 +21%
FAT
442
First American Trust
California
$4.5M -$1.91M -18,186 -30%
BBI
443
Baxter Bros Inc
Connecticut
$4.5M +$8.51K +81 +0.2%
PGFC
444
Peapack-Gladstone Financial Corp
New Jersey
$4.45M -$73.6K -700 -2%
HAIM
445
Hunter Associates Investment Management
Pennsylvania
$4.41M – – –
GJIC
446
Gamble Jones Investment Counsel
California
$4.36M -$672K -6,397 -13%
MCM
447
Maple Capital Management
Vermont
$4.36M -$140K -1,333 -3%
CCM
448
Covington Capital Management
California
$4.33M +$257K +2,449 +6%
GIP
449
Greatmark Investment Partners
Georgia
$4.32M +$5.46K +52 +0.1%
CIP
450
Chartwell Investment Partners
Pennsylvania
$4.3M +$677K +6,445 +19%
16 17
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