UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
601
Farr Miller & Washington
District of Columbia
$2.32M +$50K +450 +2%
CC
602
Courier Capital
New York
$2.32M -$16.7K -150 -0.7%
GIP
603
Granite Investment Partners
California
$2.32M – – –
BCM
604
Bluefin Capital Management
New York
$2.3M +$1M +9,020 +77%
RA
605
Rational Advisors
New York
$2.29M +$2.29M +20,570 New
AMIM
606
Aull & Monroe Investment Management
Alabama
$2.28M -$211K -1,900 -8%
UAS
607
United Asset Strategies
New York
$2.27M -$40.7K -366 -2%
SSB
608
Sandy Spring Bank
Maryland
$2.26M -$25.8K -232 -1%
HI
609
Horizon Investments
North Carolina
$2.24M +$2.24M +20,119 New
CCM
610
Coldstream Capital Management
Washington
$2.24M +$93K +836 +4%
FFS
611
Founders Financial Securities
Maryland
$2.23M +$2.23M +20,088 New
SAM
612
Sentinel Asset Management
Vermont
$2.22M – – –
CANC
613
Culbertson A N & Co
Virginia
$2.22M -$86.7K -780 -4%
MC
614
Moors & Cabot
Massachusetts
$2.22M +$253K +2,277 +13%
MA
615
Montag & Associates
Georgia
$2.21M +$224K +2,015 +11%
WTC
616
WhitTier Trust Company
Nevada
$2.21M +$778 +7 +0%
TAM
617
Tocqueville Asset Management
New York
$2.21M +$543K +4,886 +33%
FAM
618
Fortaleza Asset Management
Illinois
$2.2M +$425K +3,820 +24%
RMAM
619
Raab & Moskowitz Asset Management
New Jersey
$2.2M -$461K -4,144 -17%
CAM
620
Cypress Asset Management
Texas
$2.18M +$465K +4,185 +27%
NSIM
621
North Star Investment Management
Illinois
$2.18M +$1.63M +14,692 +298%
Thrivent Financial for Lutherans
622
Thrivent Financial for Lutherans
Minnesota
$2.16M -$5.55K -50 -0.3%
JEW
623
Jamison Eaton & Wood
New Jersey
$2.14M -$117K -1,050 -5%
UBV
624
United Bank (Virginia)
Virginia
$2.11M +$932K +8,377 +79%
SAMC
625
Shinko Asset Management Company
Japan
$2.11M +$1.18M +10,600 +126%
23 24
25
26 27