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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 %
CD
601
Carl Domino
Florida
$2.05M +$366K +3,777 +22%
MPAM
602
Murphy Pohlad Asset Management
Minnesota
$2.04M – – –
CC
603
Courier Capital
New York
$2.04M -$18.3K -189 -0.9%
ECML
604
Eagle Capital Management (Louisiana)
Louisiana
$2.03M -$124K -1,280 -6%
OSNBOA
605
Old Second National Bank of Aurora
Illinois
$2.02M -$132K -1,363 -6%
Thrivent Financial for Lutherans
606
Thrivent Financial for Lutherans
Minnesota
$2.02M +$87.1K +900 +5%
LTI
607
Laffer Tengler Investments
Tennessee
$2.01M -$11.5M -118,596 -85%
SLI
608
Sumitomo Life Insurance
Japan
$2.01M -$672K -6,937 -25%
MERSOM
609
Municipal Employees' Retirement System of Michigan
Michigan
$2M +$5.81K +60 +0.3%
EB
610
Eastern Bank
Massachusetts
$2M +$2.91K +30 +0.1%
PCM
611
Palouse Capital Management
Washington
$1.99M +$9.6K +99 +0.5%
MA
612
Montag & Associates
Georgia
$1.98M -$20.1K -207 -1%
UAS
613
United Asset Strategies
New York
$1.98M +$3K +31 +0.2%
AMIM
614
Aull & Monroe Investment Management
Alabama
$1.98M -$76.9K -760 -4%
WTC
615
WhitTier Trust Company
Nevada
$1.98M -$20.9K -216 -1%
AAM
616
Aston Asset Management
Illinois
$1.97M -$84.6K -873 -4%
PP
617
Pegasus Partners
Wisconsin
$1.97M +$1.97M +20,310 New
SSB
618
Sandy Spring Bank
Maryland
$1.96M +$42K +433 +2%
KC
619
Kingfisher Capital
North Carolina
$1.96M -$33.6K -347 -2%
MFS
620
MSI Financial Services
Massachusetts
$1.94M +$58.6K +605 +3%
TAM
621
Tocqueville Asset Management
New York
$1.94M -$627K -6,475 -24%
SAM
622
Sentinel Asset Management
Vermont
$1.94M – – –
RC
623
RBF Capital
California
$1.94M +$969K +10,000 +100%
CAM
624
Cypress Asset Management
Texas
$1.94M +$18.6K +192 +1%
DAS
625
Dynamic Advisor Solutions
Arizona
$1.93M +$554K +5,722 +40%
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25
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