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United Parcel Service
UPS

Overview Fund Activity

947 hedge funds and large institutions have $43.9B invested in United Parcel Service in 2013 Q2 according to their latest regulatory filings, with 947 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+947
Holders Change %
–
% of All Funds
30.92%
Holding in Top 10
49
Holding in Top 10 Change
+49
Holding in Top 10 Change %
%
% of All Funds
1.6%
New
947
Increased
–
Reduced
–
Closed
–
Calls
$1.93B
Puts
$906M
Net Calls
+$1.03B
Net Calls Change
+$1.03B

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
601
King Wealth Management Group
Florida
$1.38M +$1.38M +15,908 New
CCMINC
602
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.37M +$1.37M +15,893 New
ESBC
603
E.S. Barr & Co
Kentucky
$1.36M +$1.36M +15,726 New
SI
604
Stephens Inc
Arkansas
$1.36M +$1.36M +15,674 New
CAM
605
Congress Asset Management
Massachusetts
$1.35M +$1.35M +15,627 New
1GA
606
1st Global Advisors
Texas
$1.34M +$1.34M +15,537 New
NPC
607
National Planning Corporation
California
$1.33M +$1.33M +15,341 New
BEAM
608
Baker Ellis Asset Management
Washington
$1.31M +$1.31M +15,186 New
Envestnet Asset Management
609
Envestnet Asset Management
Illinois
$1.31M +$1.31M +15,112 New
RNS
610
Robert N. Shapiro
$1.3M +$1.3M +15,006 New
ST
611
Smithfield Trust
Pennsylvania
$1.3M +$1.3M +15,025 New
MM
612
Midas Management
New York
$1.3M +$1.3M +15,000 New
PGIM
613
Pacific Global Investment Management
California
$1.29M +$1.29M +14,936 New
MIU
614
Man Investments (UK)
United Kingdom
$1.29M +$1.29M +14,933 New
CICI
615
Capital Investment Counsel Inc
North Carolina
$1.29M +$1.29M +14,868 New
CTC
616
Central Trust Company
Missouri
$1.28M +$1.28M +14,834 New
RBC
617
Ronald Blue & Co
Georgia
$1.26M +$1.26M +14,569 New
11A
618
10-15 Associates
New York
$1.25M +$1.25M +14,473 New
GCM
619
Geneva Capital Management
Wisconsin
$1.24M +$1.24M +14,365 New
CIBC World Market
620
CIBC World Market
Ontario, Canada
$1.24M +$1.24M +14,328 New
IHL
621
Investment House LLC
California
$1.23M +$1.23M +14,253 New
DPIM
622
Duff & Phelps Investment Management
Illinois
$1.23M +$1.23M +14,255 New
DnB Asset Management
623
DnB Asset Management
Norway
$1.23M +$1.23M +14,203 New
WTIM
624
Wilmington Trust Investment Management
Delaware
$1.23M +$1.23M +14,181 New
CFA
625
Carroll Financial Associates
North Carolina
$1.22M +$1.22M +14,164 New
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