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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 %
WF
476
WealthTrust Fairport
Ohio
$4.1M -$125K -1,222 -3%
DCLA
477
Douglas C. Lane & Associates
New York
$4.1M -$180K -1,758 -4%
OCM
478
Oakwood Capital Management
California
$4.08M -$209K -2,035 -5%
MAA
479
Matrix Asset Advisors
New York
$4.06M -$671K -6,534 -14%
GCP
480
GSA Capital Partners
United Kingdom
$4.06M +$3.77M +36,768 +1,346%
CCA
481
Catalyst Capital Advisors
New York
$4.03M +$4.03M +39,268 New
IG
482
ING Group
Netherlands
$3.99M – – –
FCI
483
Financial Counselors Inc
Kansas
$3.97M -$1.15M -11,166 -22%
CIP
484
Chartwell Investment Partners
Pennsylvania
$3.97M -$283K -2,759 -7%
WC
485
Woodstock Corp
Massachusetts
$3.96M -$144K -1,400 -4%
MPIA
486
Mountain Pacific Investment Advisers
Idaho
$3.95M +$61.6K +600 +2%
EWA
487
Exencial Wealth Advisors
Oklahoma
$3.93M -$210K -2,036 -5%
GJIC
488
Gamble Jones Investment Counsel
California
$3.91M -$277K -2,700 -7%
PGFC
489
Peapack-Gladstone Financial Corp
New Jersey
$3.91M +$52.4K +510 +1%
PAM
490
Paradigm Asset Management
New York
$3.91M -$144K -1,400 -4%
DC
491
Deere & Company
Illinois
$3.9M -$1.44M -14,015 -27%
III
492
Independent Investors Inc
New York
$3.88M -$35.9K -350 -0.9%
VC
493
Vestor Capital
Illinois
$3.87M +$47.1K +459 +1%
FAT
494
First American Trust
California
$3.87M -$489K -4,768 -11%
CAM
495
Chesapeake Asset Management
New York
$3.86M -$10.5K -102 -0.3%
TH
496
TCTC Holdings
Texas
$3.86M – – –
PC
497
Pecaut & Co
Iowa
$3.82M – – –
ACM
498
Argyle Capital Management
Pennsylvania
$3.82M -$35.9K -350 -0.9%
MCM
499
Murphy Capital Management
New Jersey
$3.79M -$179K -1,742 -5%
LOCC
500
Lombard Odier & Cie (Canada)
Quebec, Canada
$3.79M +$1.19M +11,625 +46%
18 19
20
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