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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 %
OCM
426
Oakwood Capital Management
California
$5.83M +$95.6K +860 +2%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$5.83M -$178K -1,600 -3%
CTI
428
Community Trust & Investment
Kentucky
$5.77M -$1.04M -9,357 -15%
KRS
429
Kentucky Retirement Systems
Kentucky
$5.76M -$323K -2,908 -5%
SAG
430
Sterne Agee Group
Alabama
$5.75M +$202K +1,816 +4%
HNB
431
Huntington National Bank
Ohio
$5.65M +$447K +4,025 +9%
EWA
432
EP Wealth Advisors
California
$5.64M -$185K -1,660 -3%
JC
433
Jacobs & Co
California
$5.63M +$264K +2,375 +5%
GCA
434
Greenwood Capital Associates
South Carolina
$5.63M -$9.56K -86 -0.2%
EBSAM
435
Eubel Brady & Suttman Asset Management
Ohio
$5.63M -$5K -45 -0.1%
PWP
436
Private Wealth Partners
California
$5.61M -$272K -2,450 -5%
LC
437
Loews Corp
New York
$5.56M – – –
TH
438
TCTC Holdings
Texas
$5.54M -$11.1K -100 -0.2%
SIM
439
Sentry Investment Management
Wisconsin
$5.51M +$625K +5,624 +13%
SAS
440
Spectrum Advisory Services
Georgia
$5.49M -$22.2K -200 -0.4%
BT
441
Beacon Trust
New Jersey
$5.48M -$51.1K -460 -0.9%
BII
442
Bainco International Investors
Massachusetts
$5.44M +$133K +1,200 +3%
BPBT
443
Boston Private Bank & Trust
Massachusetts
$5.39M -$251K -2,256 -4%
CAM
444
Chesapeake Asset Management
New York
$5.38M +$1.22M +10,980 +29%
GHA
445
GW Henssler & Associates
Georgia
$5.37M +$285K +2,563 +6%
FMT
446
First Mercantile Trust
Tennessee
$5.37M -$525K -4,722 -9%
DBG
447
De Burlo Group
Massachusetts
$5.36M +$3.07M +27,600 +134%
BBI
448
Baxter Bros Inc
Connecticut
$5.31M +$312K +2,806 +6%
BHWM
449
Bar Harbor Wealth Management
New Hampshire
$5.27M +$12.2K +110 +0.2%
PI
450
PineBridge Investments
New York
$5.18M -$6.01M -54,056 -54%
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