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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 %
PA
551
Profund Advisors
Maryland
$2.73M +$393K +4,057 +17%
GWM
552
Gupta Wealth Management
California
$2.71M +$2.71M +28,000 New
NLI
553
Nippon Life Insurance
Japan
$2.69M +$65.8K +679 +3%
SLI
554
Sumitomo Life Insurance
Japan
$2.68M -$944K -9,737 -26%
AAM
555
Ardevora Asset Management
United Kingdom
$2.67M -$523K -5,400 -16%
CS
556
Candriam SCA
Luxembourg
$2.66M -$4.18M -43,109 -61%
GJIC
557
Gamble Jones Investment Counsel
California
$2.66M +$35.9K +370 +1%
BRM
558
Boston Research & Management
Massachusetts
$2.6M +$310K +3,200 +14%
PP
559
Paloma Partners
Connecticut
$2.58M +$2.58M +26,658 New
TAM
560
Tocqueville Asset Management
New York
$2.57M +$639K +6,587 +33%
UBV
561
United Bank (Virginia)
Virginia
$2.57M +$726K +7,491 +39%
MBTD
562
Mechanics Bank - Trust Department
California
$2.56M -$184K -1,895 -7%
AWP
563
Ascent Wealth Partners
New York
$2.55M +$151K +1,560 +6%
BC
564
Bartlett & Co
Ohio
$2.55M +$269K +2,775 +12%
PP
565
PDT Partners
New York
$2.54M +$2.54M +26,200 New
BAM
566
Boyar Asset Management
New York
$2.53M -$2.42K -25 -0.1%
MCM
567
Murphy Capital Management
New Jersey
$2.52M -$1.05M -10,783 -29%
DCC
568
Dow Chemical Company
Michigan
$2.52M +$2.52M +26,000 New
GG
569
Gofen & Glossberg
Illinois
$2.52M -$8.72K -90 -0.3%
CC
570
Cipher Capital
New York
$2.51M +$2.51M +25,904 New
Nordea Investment Management
571
Nordea Investment Management
Sweden
$2.47M +$148K +1,526 +6%
IIC
572
Ironwood Investment Counsel
Arizona
$2.47M +$62.6K +646 +3%
NMIMC
573
Northwestern Mutual Investment Management Company
Wisconsin
$2.46M +$2.46M +25,350 New
HI
574
Horizon Investments
North Carolina
$2.43M +$479K +4,942 +25%
FFS
575
Founders Financial Securities
Maryland
$2.4M +$456K +4,706 +23%
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