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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$188M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.04B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$377M
5
HCM
Herndon Capital Management
Georgia
$174M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$523M
2
State Street
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
Citadel Advisors
Florida
$82.2M
5
PP
Prudential plc
United Kingdom
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPSPJS
451
General Pension Society PZU Joint Stock
Poland
$4.51M – – –
TSBJ
452
Trevor, Stewart, Burton & Jacobsen
New York
$4.49M -$156K -1,610 -3%
AMI
453
Amica Mutual Insurance
Rhode Island
$4.47M – – –
EA
454
Euclid Advisors
Connecticut
$4.45M +$4.45M +45,865 New
DY
455
Dowling & Yahnke
California
$4.43M -$29.6K -305 -0.7%
CTI
456
Community Trust & Investment
Kentucky
$4.39M -$371K -3,833 -8%
SAS
457
Spectrum Advisory Services
Georgia
$4.38M -$402K -4,149 -8%
PA
458
Pinnacle Associates
New York
$4.37M -$396K -4,082 -8%
OCM
459
Olstein Capital Management
New York
$4.36M +$4.36M +45,000 New
ACI
460
Alpha Cubed Investments
California
$4.27M +$978K +10,092 +30%
LPU
461
Lansdowne Partners (UK)
United Kingdom
$4.25M -$500K -5,164 -11%
CCMG
462
Clark Capital Management Group
Pennsylvania
$4.25M +$2.81K +29 +0.1%
AI
463
Accredited Investors
Minnesota
$4.21M -$18.7K -193 -0.4%
VIP
464
Vantage Investment Partners
Missouri
$4.18M +$3.13M +32,292 +298%
CG
465
Clinton Group
New York
$4.17M +$4.17M +43,012 New
RBA
466
Richard Bernstein Advisors
New York
$4.14M -$2.29M -23,607 -36%
BCP
467
Blue Chip Partners
Michigan
$4.1M +$131K +1,349 +3%
RJT
468
Raymond James Trust
Florida
$4.09M -$1.29M -13,293 -24%
HAIM
469
Hunter Associates Investment Management
Pennsylvania
$4.07M – – –
FMT
470
First Mercantile Trust
Tennessee
$4.01M -$489K -5,049 -11%
VRS
471
Virginia Retirement Systems
Virginia
$4M +$581 +6 +0%
BMC
472
Benin Management Corp
Connecticut
$3.96M -$5.43K -56 -0.1%
HC
473
HHG & Company
Connecticut
$3.95M -$5.23K -54 -0.1%
VC
474
Vestor Capital
Illinois
$3.94M +$4.94K +51 +0.1%
NEI
475
Northwest & Ethical Investments
Ontario, Canada
$3.93M +$340K +3,509 +9%
17 18
19
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