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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 %
PIM
526
Profit Investment Management
Maryland
$3.24M -$2.5M -25,785 -44%
ECM
527
Evergreen Capital Management
Washington
$3.23M +$11.6K +120 +0.4%
HCM
528
Horan Capital Management
Maryland
$3.23M +$91.3K +942 +3%
ECAM
529
East Coast Asset Management
Massachusetts
$3.23M +$58K +598 +2%
BUB
530
BBVA USA Bancshares
Texas
$3.21M +$481K +4,959 +18%
RC
531
RegentAtlantic Capital
New Jersey
$3.2M -$23K -237 -0.7%
IAM
532
Impax Asset Management
New Hampshire
$3.18M -$160K -1,649 -5%
SGAM
533
Steinberg Global Asset Management
Florida
$3.17M +$83.3K +859 +3%
FWIA
534
Fort Washington Investment Advisors
Ohio
$3.14M +$242K +2,498 +8%
SCM
535
Shelton Capital Management
Colorado
$3.1M +$43.5K +449 +1%
KIC
536
Keating Investment Counselors
Florida
$3.09M +$99.4K +1,025 +3%
HCM
537
Horrell Capital Management
Arkansas
$3.08M -$17.5K -180 -0.6%
FIM
538
Foresters Investment Management
New York
$3.07M – – –
Nomura Holdings
539
Nomura Holdings
Japan
$3.03M -$18.6M -190,079 -86%
DL
540
Delta Lloyd
Netherlands
$2.96M -$159K -1,644 -5%
PC
541
Pecaut & Co
Iowa
$2.93M -$519K -5,350 -15%
LC
542
Loews Corp
New York
$2.91M -$1.94M -20,000 -40%
AF
543
Ally Financial
Michigan
$2.91M -$1.45M -15,000 -33%
Robeco Institutional Asset Management
544
Robeco Institutional Asset Management
Netherlands
$2.89M -$316K -3,258 -10%
CCM
545
CWH Capital Management
Washington
$2.88M -$15K -155 -0.5%
PDN
546
Pensionfund DSM Netherlands
Netherlands
$2.84M – – –
IHL
547
Investment House LLC
California
$2.83M +$1.23M +12,690 +77%
BF
548
BOK Financial
Oklahoma
$2.79M -$6.18M -63,716 -69%
ECM
549
EagleClaw Capital Management
Massachusetts
$2.77M +$24.2K +250 +0.9%
VFS
550
VSR Financial Services
Kansas
$2.74M +$137K +1,415 +5%
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