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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 %
Twin Tree Management
551
Twin Tree Management
Texas
$2.6M +$2.6M +26,833 New
BT
552
Beacon Trust
New Jersey
$2.6M -$2.14M -22,095 -45%
PDN
553
Pensionfund DSM Netherlands
Netherlands
$2.57M -$271K -2,800 -10%
UBV
554
United Bank (Virginia)
Virginia
$2.57M +$1.36K +14 +0.1%
HI
555
Horizon Investments
North Carolina
$2.57M +$138K +1,428 +6%
MC
556
Moors & Cabot
Massachusetts
$2.56M +$175K +1,803 +7%
CAM
557
Congress Asset Management
Massachusetts
$2.56M +$158K +1,626 +7%
PWS
558
Peloton Wealth Strategists
Indiana
$2.55M +$305K +3,151 +14%
ECM
559
Everence Capital Management
Indiana
$2.55M +$969K +10,000 +61%
HCM
560
Horrell Capital Management
Arkansas
$2.54M -$538K -5,552 -17%
BAM
561
Boyar Asset Management
New York
$2.53M -$7.27K -75 -0.3%
CPA
562
Cowen Prime Advisors
New York
$2.53M +$172K +1,774 +7%
FFS
563
Founders Financial Securities
Maryland
$2.52M +$120K +1,243 +5%
DCC
564
Dow Chemical Company
Michigan
$2.52M – – –
B
565
BancorpSouth
Mississippi
$2.51M +$1.31M +13,528 +109%
AGI
566
Athena Global Investors
Virginia
$2.5M -$1.19M -12,304 -32%
NMIMC
567
Northwestern Mutual Investment Management Company
Wisconsin
$2.49M +$34.2K +353 +1%
AB
568
Amalgamated Bank
New York
$2.48M +$93.5K +965 +4%
Nordea Investment Management
569
Nordea Investment Management
Sweden
$2.45M -$24.3K -251 -1%
IIC
570
Ironwood Investment Counsel
Arizona
$2.44M -$30.6K -316 -1%
VIMU
571
Veritas Investment Management (UK)
United Kingdom
$2.43M +$678K +7,000 +39%
BF
572
BOK Financial
Oklahoma
$2.42M -$362K -3,732 -13%
AWP
573
Ascent Wealth Partners
New York
$2.42M -$132K -1,365 -5%
AFA
574
Abacus FCF Advisors
Florida
$2.42M +$2.42M +24,938 New
CS
575
Candriam SCA
Luxembourg
$2.4M -$261K -2,692 -10%
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