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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 %
PCMI
526
Princeton Capital Management Inc
New Jersey
$3.31M +$120K +1,170 +4%
FIM
527
Foresters Investment Management
New York
$3.25M – – –
IAM
528
Impax Asset Management
New Hampshire
$3.25M +$445K +4,333 +16%
DnB Asset Management
529
DnB Asset Management
Norway
$3.23M +$3.23M +31,503 New
Cambridge Investment Research Advisors
530
Cambridge Investment Research Advisors
Iowa
$3.23M +$139K +1,351 +4%
SCM
531
Shelton Capital Management
Colorado
$3.22M – – –
CCM
532
CWH Capital Management
Washington
$3.19M -$27.7K -270 -0.9%
CL
533
CFS LLC
Oklahoma
$3.18M – – –
MBTD
534
Mechanics Bank - Trust Department
California
$3.13M -$1.33M -12,937 -30%
AL
535
AJO LP
Pennsylvania
$3.02M -$1.06M -10,310 -26%
PWS
536
Peloton Wealth Strategists
Indiana
$3.01M +$3.01M +27,941 New
PDN
537
Pensionfund DSM Netherlands
Netherlands
$3.01M – – –
SIG
538
Sky Investment Group
Connecticut
$2.98M -$321K -3,124 -10%
VIMU
539
Veritas Investment Management (UK)
United Kingdom
$2.98M – – –
NLI
540
Nippon Life Insurance
Japan
$2.95M +$153K +1,495 +5%
DL
541
Delta Lloyd
Netherlands
$2.94M +$335K +3,265 +13%
HIM
542
Harbour Investment Management
Washington
$2.94M -$59K -575 -2%
ECM
543
EagleClaw Capital Management
Massachusetts
$2.93M +$39.4K +383 +1%
LIA
544
LS Investment Advisors
Michigan
$2.9M -$55K -536 -2%
SGAM
545
Steinberg Global Asset Management
Florida
$2.87M +$1.39M +13,540 +94%
Allianz Asset Management
546
Allianz Asset Management
Germany
$2.86M +$359K +3,499 +14%
FAM
547
Fred Alger Management
New York
$2.85M -$59.3M -577,635 -95%
Bessemer Group
548
Bessemer Group
New Jersey
$2.85M -$120K -1,167 -4%
SIA
549
SeaBridge Investment Advisors
New Jersey
$2.84M +$2.84M +27,635 New
PP
550
Paloma Partners
Connecticut
$2.82M +$2.82M +27,439 New
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