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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.9M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$59.2M
5
HCM
Herndon Capital Management
Georgia
+$49.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
2
State Street
State Street
Massachusetts
-$139M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$119M
4
Citadel Advisors
Citadel Advisors
Florida
-$81M
5
PP
Prudential plc
United Kingdom
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
526
Van Hulzen Asset Management
California
$3.04M +$2.07M +21,357 +213%
AAM
527
Ardevora Asset Management
United Kingdom
$3.03M +$368K +3,800 +14%
LMGAM
528
Liberty Mutual Group Asset Management
Massachusetts
$3.03M -$1.27M -13,085 -30%
GCM
529
Garland Capital Management
Washington
$3.03M -$497K -5,125 -14%
SCM
530
Shelton Capital Management
Colorado
$3M -$93K -960 -3%
SIM
531
Sentry Investment Management
Wisconsin
$2.97M -$1.79M -18,441 -38%
PTC
532
Private Trust Company
Ohio
$2.93M +$901K +9,299 +44%
LC
533
Loews Corp
New York
$2.91M – – –
PC
534
Pecaut & Co
Iowa
$2.9M -$24.2K -250 -0.8%
IMOV
535
Investment Management of Virginia
Virginia
$2.88M +$2.88M +29,727 New
BFIM
536
Beese Fulmer Investment Management
Ohio
$2.84M +$2.84M +29,299 New
NSIM
537
North Star Investment Management
Illinois
$2.81M +$802K +8,277 +40%
GJIC
538
Gamble Jones Investment Counsel
California
$2.78M +$122K +1,256 +5%
CCM
539
CWH Capital Management
Washington
$2.77M -$105K -1,085 -4%
ECM
540
EagleClaw Capital Management
Massachusetts
$2.77M – – –
AC
541
Addenda Capital
Quebec, Canada
$2.74M +$704K +8,600 +35%
MAA
542
Matrix Asset Advisors
New York
$2.7M -$1.4M -14,471 -34%
MHC
543
Meyer Handelman Company
New York
$2.7M +$2.42M +24,930 +860%
PAM
544
Panagora Asset Management
Massachusetts
$2.69M -$14M -144,130 -84%
BRM
545
Boston Research & Management
Massachusetts
$2.68M +$87.7K +905 +3%
GWM
546
Gupta Wealth Management
California
$2.66M -$50.8K -524 -2%
NLI
547
Nippon Life Insurance
Japan
$2.64M -$56K -578 -2%
VKH
548
Virtu KCG Holdings
New York
$2.64M +$1.59M +16,359 +151%
RJFSA
549
Raymond James Financial Services Advisors
Florida
$2.64M +$1.61M +16,598 +157%
BC
550
Bartlett & Co
Ohio
$2.6M +$52.7K +544 +2%
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