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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
+$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.9M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$59.2M
5
HCM
Herndon Capital Management
Georgia
+$49.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
2
State Street
State Street
Massachusetts
-$139M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$119M
4
Citadel Advisors
Citadel Advisors
Florida
-$81M
5
PP
Prudential plc
United Kingdom
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APFBOT
476
Amica Pension Fund Board of Trustees
Rhode Island
$3.93M – – –
MSU
477
Mizuho Securities USA
New York
$3.89M +$3.89M +40,100 New
MCM
478
Maple Capital Management
Vermont
$3.88M -$219K -2,259 -5%
AIM
479
abrdn Investment Management
United Kingdom
$3.87M – – –
Cambridge Investment Research Advisors
480
Cambridge Investment Research Advisors
Iowa
$3.87M +$588K +6,066 +18%
JAM
481
Jolley Asset Management
North Carolina
$3.85M -$33.7K -348 -0.9%
MPIA
482
Mountain Pacific Investment Advisers
Idaho
$3.84M +$87.2K +900 +2%
GW
483
GW & Wade
Massachusetts
$3.79M -$1.1M -11,372 -23%
PGFC
484
Peapack-Gladstone Financial Corp
New Jersey
$3.78M -$11.6K -120 -0.3%
SHGA
485
Sand Hill Global Advisors
California
$3.73M -$5.82K -60 -0.2%
DnB Asset Management
486
DnB Asset Management
Norway
$3.71M +$87.2K +900 +2%
AMAL
487
Asset Management Advisors LLC
Oklahoma
$3.71M +$3.71M +38,290 New
TCM
488
Tufton Capital Management
Maryland
$3.69M -$217K -2,243 -6%
GF
489
Goodman Financial
Texas
$3.67M +$178K +1,839 +5%
DC
490
Davenport & Co
Virginia
$3.67M +$48.6K +501 +1%
GI
491
Gradient Investments
Minnesota
$3.63M +$241K +2,485 +7%
SWM
492
SVA Wealth Management
Wisconsin
$3.62M +$64.6K +667 +2%
BUB
493
BBVA USA Bancshares
Texas
$3.61M +$399K +4,120 +12%
BPB
494
Badgley, Phelps & Bell
Washington
$3.58M – – –
BAAM
495
Baker Avenue Asset Management
California
$3.58M +$3.58M +36,931 New
ACM
496
Argyle Capital Management
Pennsylvania
$3.58M – – –
CT
497
Chicago Trust
Illinois
$3.56M -$47K -485 -1%
KCA
498
KR Capital Advisors
New York
$3.54M -$210K -2,172 -6%
DA
499
Dillon & Associates
Michigan
$3.49M +$180K +1,855 +5%
WC
500
Woodstock Corp
Massachusetts
$3.48M +$24.2K +250 +0.7%
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