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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
BIT
BlackRock Institutional Trust
California
+$193M
3
BA
BlackRock Advisors
Delaware
+$160M
4
SI
Sentry Investments
Ontario, Canada
+$142M
5
JHIU
Janus Henderson Investors US
Colorado
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$381M
2
HCM
Highfields Capital Management
Massachusetts
-$308M
3
Nomura Holdings
Nomura Holdings
Japan
-$269M
4
Deutsche Bank
Deutsche Bank
Germany
-$206M
5
American Century Companies
American Century Companies
Missouri
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
451
Benin Management Corp
Connecticut
$4.14M -$166K -1,700 -4%
FAT
452
First American Trust
California
$4.13M -$32.7K -336 -0.8%
CCP
453
Clarkston Capital Partners
Michigan
$4.13M +$379K +3,895 +10%
BBI
454
Baxter Bros Inc
Connecticut
$4.11M -$51.6K -530 -1%
BP
455
Banyan Partners
Florida
$4.11M +$263K +2,705 +7%
HAIM
456
Hunter Associates Investment Management
Pennsylvania
$4.09M – – –
OCM
457
Oakwood Capital Management
California
$4.06M +$414K +4,255 +11%
BCM
458
BBT Capital Management
Texas
$4.06M -$676K -6,941 -14%
DCLA
459
Douglas C. Lane & Associates
New York
$4.06M -$423K -4,341 -9%
CIP
460
Chartwell Investment Partners
Pennsylvania
$4.03M +$51.1K +525 +1%
GCG
461
Giovine Capital Group
California
$4.03M -$1.08M -11,070 -21%
WF
462
WealthTrust Fairport
Ohio
$4.01M -$261K -2,679 -6%
OA
463
OFI Advisors
Pennsylvania
$3.98M +$407K +4,175 +11%
GJIC
464
Gamble Jones Investment Counsel
California
$3.97M -$71.3K -732 -2%
SIM
465
Sentry Investment Management
Wisconsin
$3.96M – – –
LMGAM
466
Liberty Mutual Group Asset Management
Massachusetts
$3.96M +$214K +2,193 +6%
APFBOT
467
Amica Pension Fund Board of Trustees
Rhode Island
$3.95M – – –
FWCM
468
First Western Capital Management
California
$3.95M +$77.4K +795 +2%
SLI
469
Sumitomo Life Insurance
Japan
$3.93M -$332K -3,405 -8%
HC
470
HHG & Company
Connecticut
$3.93M +$203K +2,081 +5%
EWA
471
Exencial Wealth Advisors
Oklahoma
$3.91M -$147K -1,512 -4%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$3.91M +$1.36M +13,924 +53%
PWM
473
Patriot Wealth Management
Texas
$3.9M +$46.3K +475 +1%
WC
474
Woodstock Corp
Massachusetts
$3.89M -$18K -185 -0.5%
NEI
475
Northwest & Ethical Investments
Ontario, Canada
$3.89M +$508K +5,215 +15%
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