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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
APFBOT
476
Amica Pension Fund Board of Trustees
Rhode Island
$4.51M – – –
BCP
477
Blue Chip Partners
Michigan
$4.5M +$4.5M +40,476 New
CB
478
Commerce Bank
Missouri
$4.49M +$459K +4,125 +11%
NEI
479
Northwest & Ethical Investments
Ontario, Canada
$4.48M -$508K -4,574 -10%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$4.46M +$3.25M +29,227 +268%
TCM
481
Tufton Capital Management
Maryland
$4.37M -$168K -1,508 -4%
FCI
482
Financial Counselors Inc
Kansas
$4.36M +$171K +1,542 +4%
WCM
483
Wisconsin Capital Management
Wisconsin
$4.34M +$456K +4,100 +12%
PGFC
484
Peapack-Gladstone Financial Corp
New Jersey
$4.33M +$67.8K +610 +2%
AC
485
Allstate Corporation
Illinois
$4.29M -$6.19M -55,642 -59%
AGI
486
Athena Global Investors
Virginia
$4.28M -$5.1M -45,909 -54%
WF
487
WealthTrust Fairport
Ohio
$4.28M -$89.3K -803 -2%
DnB Asset Management
488
DnB Asset Management
Norway
$4.27M +$567K +5,100 +15%
MPIA
489
Mountain Pacific Investment Advisers
Idaho
$4.25M -$55.6K -500 -1%
DCLA
490
Douglas C. Lane & Associates
New York
$4.24M -$124K -1,115 -3%
MCM
491
Mazama Capital Management
Oregon
$4.21M +$1M +9,034 +31%
GT
492
Glenview Trust
Kentucky
$4.18M +$4.18M +37,568 New
SLI
493
Sumitomo Life Insurance
Japan
$4.16M -$230K -2,071 -5%
BPB
494
Badgley, Phelps & Bell
Washington
$4.14M -$2.78K -25 -0.1%
ACM
495
Argyle Capital Management
Pennsylvania
$4.13M -$5.56K -50 -0.1%
MCM
496
Murphy Capital Management
New Jersey
$4.09M -$55.6K -500 -1%
SHGA
497
Sand Hill Global Advisors
California
$4.07M -$231K -2,079 -5%
RP
498
Rowlandmiller & Partners
Georgia
$4.06M +$4.06M +36,518 New
JAM
499
Jolley Asset Management
North Carolina
$4.05M -$8.23K -74 -0.2%
EWA
500
Exencial Wealth Advisors
Oklahoma
$4.05M -$18K -164 -0.4%
18 19
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