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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 %
HCM
526
Horan Capital Management
Maryland
$3.6M -$46.2K -416 -1%
DL
527
Delta Lloyd
Netherlands
$3.58M +$399K +3,591 +13%
HCM
528
Horrell Capital Management
Arkansas
$3.55M -$97.9K -881 -3%
SGAM
529
Steinberg Global Asset Management
Florida
$3.54M +$271K +2,440 +8%
FIM
530
Foresters Investment Management
New York
$3.52M – – –
SIG
531
Sky Investment Group
Connecticut
$3.52M -$6.89K -62 -0.2%
SCM
532
Shelton Capital Management
Colorado
$3.5M +$11.1K +100 +0.3%
GCM
533
Graham Capital Management
Connecticut
$3.48M +$978K +8,800 +39%
WAM
534
Wood Asset Management
Florida
$3.45M -$5.76M -51,788 -63%
OAMG
535
Odey Asset Management Group
United Kingdom
$3.45M – – –
KIC
536
Keating Investment Counselors
Florida
$3.43M +$60.6K +545 +2%
Toronto Dominion Bank
537
Toronto Dominion Bank
Ontario, Canada
$3.43M +$1.7M +15,281 +98%
TMAM
538
Tokio Marine Asset Management
Japan
$3.39M -$932K -8,386 -22%
CCM
539
CWH Capital Management
Washington
$3.32M -$97.8K -880 -3%
FWIA
540
Fort Washington Investment Advisors
Ohio
$3.32M -$3.34K -30 -0.1%
DC
541
Deere & Company
Illinois
$3.28M -$412K -3,702 -11%
ECM
542
Evergreen Capital Management
Washington
$3.26M -$55K -560 -2%
PDN
543
Pensionfund DSM Netherlands
Netherlands
$3.26M – – –
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$3.23M +$1.54M +13,853 +91%
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
$3.21M +$3.21M +28,830 New
CM
546
Capital Management
Virginia
$3.15M +$2.86M +25,750 +998%
MBTD
547
Mechanics Bank - Trust Department
California
$3.15M – – –
ECM
548
EagleClaw Capital Management
Massachusetts
$3.14M -$22.2K -200 -0.7%
BUB
549
BBVA USA Bancshares
Texas
$3.13M +$683K +6,145 +28%
BOTW
550
Bank of the West
California
$3.12M +$284K +2,555 +10%
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