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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
626
Ronald Blue & Co
Georgia
$1.8M +$13.4K +130 +0.7%
HCM
627
Hengehold Capital Management
Ohio
$1.8M +$48.7K +474 +3%
I
628
IberiaBank
Louisiana
$1.79M +$105K +1,024 +6%
AIM
629
Allen Investment Management
New York
$1.77M +$34.3K +334 +2%
NAMA
630
Nikko Asset Management Americas
New York
$1.76M -$544K -5,300 -24%
FHA
631
First Horizon Advisors
Tennessee
$1.75M +$149K +1,531 +9%
SC
632
Schulhoff & Co
Ohio
$1.75M +$387K +3,772 +28%
PGIM
633
Pacific Global Investment Management
California
$1.75M -$25K -244 -1%
HHC
634
Hutchin Hill Capital
New York
$1.74M -$524K -5,100 -23%
WTIM
635
Wilmington Trust Investment Management
Delaware
$1.74M -$73.6K -717 -4%
CTC
636
Central Trust Company
Missouri
$1.73M -$21K -205 -1%
ECM
637
Everence Capital Management
Indiana
$1.73M – – –
RMAM
638
Raab & Moskowitz Asset Management
New Jersey
$1.71M +$606K +5,904 +55%
IHL
639
Investment House LLC
California
$1.69M +$30.8K +300 +2%
CC
640
ClearArc Capital
Ohio
$1.69M -$45K -438 -3%
CAN
641
Cetera Advisor Networks
California
$1.68M -$80K -777 -5%
PCTC
642
Perkins Coie Trust Company
Washington
$1.67M -$25.3K -246 -1%
TAM
643
Tocqueville Asset Management
New York
$1.66M -$285K -2,773 -15%
CNC
644
Citizens & Northern Corp
Pennsylvania
$1.66M +$24.3K +237 +1%
TCM
645
Tradewinds Capital Management
Washington
$1.65M -$112K -1,094 -6%
WB
646
WesBanco Bank
West Virginia
$1.64M +$25.3K +246 +2%
FAM
647
Fortaleza Asset Management
Illinois
$1.64M – – –
CFS
648
Community Financial System
New York
$1.63M +$49.2K +479 +3%
RC
649
Roundview Capital
New Jersey
$1.62M -$2.57K -25 -0.2%
CCMINC
650
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.61M +$17.6K +171 +1%
24 25
26
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