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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$163M
4
Parnassus Investments
Parnassus Investments
California
+$153M
5
Prudential Financial
Prudential Financial
New Jersey
+$94.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$224M
2
TIM
Thornburg Investment Management
New Mexico
-$183M
3
State Street
State Street
Massachusetts
-$178M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$159M
5
MC
Montag & Caldwell
Georgia
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
501
Capital Fund Management (CFM)
France
$3.6M +$3.6M +37,145 New
NEI
502
Northwest & Ethical Investments
Ontario, Canada
$3.59M -$316K -3,262 -8%
BPB
503
Badgley, Phelps & Bell
Washington
$3.58M -$31K -320 -0.9%
ACM
504
Argyle Capital Management
Pennsylvania
$3.58M -$20.8K -215 -0.6%
SWM
505
SVA Wealth Management
Wisconsin
$3.55M +$2.57M +26,523 +262%
KCM
506
Kornitzer Capital Management
Kansas
$3.54M +$101K +1,042 +3%
GCM
507
Garland Capital Management
Washington
$3.53M +$43.6K +450 +1%
GF
508
Goodman Financial
Texas
$3.5M +$3.5M +36,072 New
RP
509
Rowlandmiller & Partners
Georgia
$3.49M -$50K -517 -1%
EWA
510
Exencial Wealth Advisors
Oklahoma
$3.46M -$86.3K -898 -2%
WC
511
Woodstock Corp
Massachusetts
$3.45M +$48K +495 +1%
GCG
512
Giovine Capital Group
California
$3.42M – – –
LW
513
Linscomb Wealth
Texas
$3.42M +$1.08M +11,157 +46%
III
514
Independent Investors Inc
New York
$3.39M -$19.4K -200 -0.6%
AC
515
Ascend Capital
California
$3.39M +$3.39M +35,000 New
GI
516
Gradient Investments
Minnesota
$3.39M +$3.37M +34,769 +16,878%
LNB
517
Ledyard National Bank
$3.38M +$3.11M +32,086 +1,146%
DCLA
518
Douglas C. Lane & Associates
New York
$3.36M -$337K -3,475 -9%
SIG
519
Sky Investment Group
Connecticut
$3.36M +$293K +3,018 +10%
WF
520
WealthTrust Fairport
Ohio
$3.34M -$394K -4,061 -11%
DA
521
Dillon & Associates
Michigan
$3.31M +$23.3K +240 +0.7%
ACI
522
Alpha Cubed Investments
California
$3.29M +$3.29M +33,929 New
Cambridge Investment Research Advisors
523
Cambridge Investment Research Advisors
Iowa
$3.28M -$145K -1,493 -4%
FFBTD
524
First Financial Bank - Trust Division
Ohio
$3.26M -$125K -1,290 -4%
Susquehanna International Group
525
Susquehanna International Group
Pennsylvania
$3.24M -$11.9M -122,347 -79%
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