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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
451
Sterne Agee Group
Alabama
$4.69M +$2.76M +26,875 +143%
Brown Advisory
452
Brown Advisory
Maryland
$4.61M -$206K -2,008 -4%
FM
453
Family Management
New York
$4.58M +$590K +5,750 +15%
PAG
454
Private Advisor Group
New Jersey
$4.58M +$50.6K +493 +1%
NEI
455
Northwest & Ethical Investments
Ontario, Canada
$4.55M +$449K +4,378 +11%
CCP
456
Clarkston Capital Partners
Michigan
$4.53M +$172K +1,673 +4%
GIP
457
Greatmark Investment Partners
Georgia
$4.52M +$69.5K +677 +2%
SIM
458
Sentry Investment Management
Wisconsin
$4.52M +$338K +3,294 +8%
AI
459
Accredited Investors
Minnesota
$4.47M +$616 +6 +0%
DBG
460
De Burlo Group
Massachusetts
$4.47M +$61.6K +600 +1%
GHA
461
GW Henssler & Associates
Georgia
$4.46M +$7.29K +71 +0.2%
TMAM
462
Tokio Marine Asset Management
Japan
$4.44M -$390K -3,801 -8%
FCM
463
Frontier Capital Management
Massachusetts
$4.36M -$546K -5,315 -11%
BMC
464
Benin Management Corp
Connecticut
$4.34M -$20.5K -200 -0.5%
LMGAM
465
Liberty Mutual Group Asset Management
Massachusetts
$4.33M +$152K +1,483 +4%
HAIM
466
Hunter Associates Investment Management
Pennsylvania
$4.31M – – –
OA
467
OFI Advisors
Pennsylvania
$4.28M +$90.2K +879 +2%
Creative Planning
468
Creative Planning
Kansas
$4.27M -$1.07M -10,465 -20%
BBI
469
Baxter Bros Inc
Connecticut
$4.26M -$74.8K -729 -2%
HC
470
HHG & Company
Connecticut
$4.21M +$85.8K +838 +2%
TCM
471
Tufton Capital Management
Maryland
$4.19M +$133K +1,297 +3%
FWCM
472
First Western Capital Management
California
$4.18M +$24.6K +240 +0.6%
APFBOT
473
Amica Pension Fund Board of Trustees
Rhode Island
$4.16M – – –
SLI
474
Sumitomo Life Insurance
Japan
$4.16M +$21.7K +211 +0.5%
PWM
475
Patriot Wealth Management
Texas
$4.14M +$24.6K +240 +0.6%
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