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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 %
BOTW
501
Bank of the West
California
$3.79M +$173K +1,689 +5%
NIS
502
National Investment Services
Wisconsin
$3.79M +$3.79M +36,876 New
JAM
503
Jolley Asset Management
North Carolina
$3.77M -$130K -1,269 -3%
GCG
504
Giovine Capital Group
California
$3.73M -$513K -5,000 -12%
CIBC World Market
505
CIBC World Market
Ontario, Canada
$3.69M -$431K -4,202 -10%
KCM
506
Kornitzer Capital Management
Kansas
$3.68M -$33.4K -325 -0.9%
GCM
507
Garland Capital Management
Washington
$3.65M – – –
CB
508
Commerce Bank
Missouri
$3.64M +$41.5K +404 +1%
MIU
509
Man Investments (UK)
United Kingdom
$3.62M +$139K +1,352 +4%
VIP
510
Vantage Investment Partners
Missouri
$3.62M +$147K +1,437 +4%
SHGA
511
Sand Hill Global Advisors
California
$3.62M +$69.9K +681 +2%
FFBTD
512
First Financial Bank - Trust Division
Ohio
$3.6M -$147K -1,430 -4%
HCM
513
Horan Capital Management
Maryland
$3.53M -$3.9M -38,026 -53%
WCM
514
Wisconsin Capital Management
Wisconsin
$3.52M -$120K -1,165 -3%
FNT
515
First National Trust
Pennsylvania
$3.44M -$644K -6,273 -16%
DA
516
Dillon & Associates
Michigan
$3.44M +$35K +340 +1%
BPB
517
Badgley, Phelps & Bell
Washington
$3.44M +$33.9K +330 +1%
KIC
518
Keating Investment Counselors
Florida
$3.42M -$40.5K -395 -1%
ECM
519
Evergreen Capital Management
Washington
$3.41M +$19.3K +188 +0.6%
HCM
520
Horrell Capital Management
Arkansas
$3.41M +$182K +1,777 +6%
RC
521
RegentAtlantic Capital
New Jersey
$3.4M +$23.6K +230 +0.7%
DC
522
Davenport & Co
Virginia
$3.39M +$295K +2,871 +10%
ECAM
523
East Coast Asset Management
Massachusetts
$3.33M +$34.3K +334 +1%
HAM
524
Highstreet Asset Management
Ontario, Canada
$3.32M +$2.12M +20,677 +177%
Nomura Holdings
525
Nomura Holdings
Japan
$3.31M -$13M -126,218 -80%
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