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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 %
SAM
551
Shamrock Asset Management
Texas
$2.76M +$139K +1,359 +5%
BAM
552
Boyar Asset Management
New York
$2.76M -$113K -1,100 -4%
CD
553
Carl Domino
Florida
$2.72M -$28.7K -280 -1%
GG
554
Gofen & Glossberg
Illinois
$2.7M +$2.77K +27 +0.1%
VFS
555
VSR Financial Services
Kansas
$2.64M -$265K -2,579 -9%
BFIM
556
Beese Fulmer Investment Management
Ohio
$2.62M +$49.1K +478 +2%
Daiwa Securities Group
557
Daiwa Securities Group
Japan
$2.6M +$503K +4,900 +24%
EAM
558
EverPoint Asset Management
Connecticut
$2.57M +$2.57M +25,000 New
KRSITF
559
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.55M +$32.6K +318 +1%
IIC
560
Ironwood Investment Counsel
Arizona
$2.54M -$64.6K -629 -2%
Westfield Capital Management
561
Westfield Capital Management
Massachusetts
$2.53M +$2.53M +24,680 New
BC
562
Bartlett & Co
Ohio
$2.52M +$164K +1,600 +7%
MERSOM
563
Municipal Employees' Retirement System of Michigan
Michigan
$2.51M – – –
MPAM
564
Murphy Pohlad Asset Management
Minnesota
$2.5M – – –
FWIA
565
Fort Washington Investment Advisors
Ohio
$2.49M +$177K +1,725 +8%
LPU
566
Lansdowne Partners (UK)
United Kingdom
$2.49M +$2.49M +24,263 New
1IC
567
1919 Investment Counsel
Maryland
$2.48M +$116K +1,134 +5%
IIM
568
Intact Investment Management
Quebec, Canada
$2.47M +$278K +2,710 +13%
AWP
569
Ascent Wealth Partners
New York
$2.47M -$14.4K -140 -0.6%
BFM
570
Boston Financial Management
Massachusetts
$2.45M -$165K -1,606 -6%
ACM
571
Aviance Capital Management
Florida
$2.44M +$2.44M +23,752 New
TWA
572
Tillar-Wenstrup Advisors
Ohio
$2.4M +$17.6K +171 +0.7%
DA
573
Dunvegan Associates
California
$2.36M -$35.1K -342 -1%
EB
574
Eastern Bank
Massachusetts
$2.35M +$16.6K +162 +0.7%
MIM
575
Midwest Investment Management
Ohio
$2.33M -$133K -1,300 -5%
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