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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 %
BHTS
426
Bar Harbor Trust Services
Maine
$5.31M +$26.9K +278 +0.5%
GHA
427
GW Henssler & Associates
Georgia
$5.24M +$553K +5,709 +12%
OCM
428
Oakwood Capital Management
California
$5.23M +$150K +1,550 +3%
BII
429
Bainco International Investors
Massachusetts
$5.13M +$388K +4,000 +8%
CAM
430
Chesapeake Asset Management
New York
$5.11M +$411K +4,240 +9%
DC
431
Deere & Company
Illinois
$5.08M +$2.22M +22,925 +78%
SAG
432
Sterne Agee Group
Alabama
$5.04M +$4.96K +51 +0.1%
OA
433
OFI Advisors
Pennsylvania
$5M +$993K +10,242 +25%
FCI
434
Financial Counselors Inc
Kansas
$4.97M +$1.17M +12,086 +31%
PI
435
PineBridge Investments
New York
$4.96M +$446K +4,601 +10%
SCM
436
SKBA Capital Management
California
$4.91M -$12.6M -129,710 -72%
GW
437
GW & Wade
Massachusetts
$4.89M -$420K -4,335 -8%
LSERS
438
Louisiana State Employees Retirement System
Louisiana
$4.86M -$223K -2,300 -4%
TH
439
TCTC Holdings
Texas
$4.85M +$19.4K +200 +0.4%
IP
440
Interval Partners
New York
$4.85M +$4.85M +50,000 New
EWA
441
EP Wealth Advisors
California
$4.81M -$106K -1,095 -2%
OC
442
Oppenheimer & Co
New York
$4.8M -$1.68M -17,326 -26%
CIC
443
Cutler Investment Counsel
Oregon
$4.79M +$4.79M +49,445 New
GCA
444
Greenwood Capital Associates
South Carolina
$4.78M -$127K -1,312 -3%
SAS
445
Spectrum Advisory Services
Georgia
$4.78M -$8.05K -83 -0.2%
PA
446
Pinnacle Associates
New York
$4.77M -$2.29M -23,650 -32%
CTI
447
Community Trust & Investment
Kentucky
$4.76M -$270K -2,790 -5%
SIM
448
Sentry Investment Management
Wisconsin
$4.75M -$47.3K -488 -1%
LPU
449
Lansdowne Partners (UK)
United Kingdom
$4.75M +$1.41M +14,532 +42%
BT
450
Beacon Trust
New Jersey
$4.74M -$42.7K -440 -0.9%
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