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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 %
SOADOR
601
State of Alaska Department of Revenue
Alaska
$2.13M -$78.5K -810 -4%
HAM
602
Highstreet Asset Management
Ontario, Canada
$2.12M -$1.3M -13,371 -38%
JEW
603
Jamison Eaton & Wood
New Jersey
$2.12M +$250K +2,575 +13%
Daiwa Securities Group
604
Daiwa Securities Group
Japan
$2.11M -$233K -2,400 -10%
RP
605
Reinhart Partners
Wisconsin
$2.07M +$2.07M +21,310 New
CC
606
Courier Capital
New York
$2.06M +$38.8K +400 +2%
AAM
607
Aston Asset Management
Illinois
$2.06M +$5.72K +59 +0.3%
Toronto Dominion Bank
608
Toronto Dominion Bank
Ontario, Canada
$2.05M -$935K -9,644 -31%
UAS
609
United Asset Strategies
New York
$2.05M -$4.93K -49 -0.2%
MPAM
610
Murphy Pohlad Asset Management
Minnesota
$2.05M -$38.8K -400 -2%
FMW
611
Farr Miller & Washington
District of Columbia
$2.04M +$12.1K +125 +0.6%
PTC
612
Private Trust Company
Ohio
$2.03M -$315K -3,248 -13%
DSI
613
Daiwa SB Investments
Japan
$2.02M -$37K -382 -2%
SAMC
614
Shinko Asset Management Company
Japan
$2.02M +$173K +1,786 +9%
NSIM
615
North Star Investment Management
Illinois
$2.01M +$106K +1,093 +6%
MA
616
Montag & Associates
Georgia
$2M +$72.7K +750 +4%
BOTW
617
Bank of the West
California
$2M -$719K -7,415 -26%
EB
618
Eastern Bank
Massachusetts
$2M -$425K -4,385 -18%
MERSOM
619
Municipal Employees' Retirement System of Michigan
Michigan
$2M -$368K -3,800 -16%
WTC
620
WhitTier Trust Company
Nevada
$2M +$66.8K +689 +3%
CCM
621
Coldstream Capital Management
Washington
$1.99M +$44.1K +455 +2%
KC
622
Kingfisher Capital
North Carolina
$1.99M +$1.99M +20,515 New
PCM
623
Palouse Capital Management
Washington
$1.99M +$1.99M +20,474 New
AMIM
624
Aull & Monroe Investment Management
Alabama
$1.97M -$19.4K -200 -1%
SAM
625
Sentinel Asset Management
Vermont
$1.94M – – –
23 24
25
26 27