UPS icon

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 %
Thrivent Financial for Lutherans
626
Thrivent Financial for Lutherans
Minnesota
$1.93M +$48.5K +500 +3%
DBG
627
De Burlo Group
Massachusetts
$1.93M -$2.74M -28,300 -59%
SSB
628
Sandy Spring Bank
Maryland
$1.92M -$45.3K -467 -2%
CAM
629
Cypress Asset Management
Texas
$1.92M +$15.5K +160 +0.8%
GIP
630
Granite Investment Partners
California
$1.92M -$102K -1,050 -5%
AC
631
Addenda Capital
Quebec, Canada
$1.91M +$732K +9,556 +62%
MFS
632
MSI Financial Services
Massachusetts
$1.88M -$300K -3,094 -14%
HW
633
Hedeker Wealth
Illinois
$1.87M +$10.8K +110 +0.6%
BS
634
Bessemer Securities
New York
$1.82M – – –
CWM
635
Calamos Wealth Management
Illinois
$1.79M +$45.1K +465 +3%
CYG
636
Clean Yield Group
Vermont
$1.79M -$9.6K -99 -0.5%
LAIC
637
Lederer & Associates Investment Counsel
California
$1.78M +$23.7K +245 +1%
GWM
638
Graybill Wealth Management
Illinois
$1.77M – – –
CAM
639
Columbia Asset Management
Michigan
$1.77M – – –
PRS
640
Pinkerton Retirement Specialists
Idaho
$1.76M +$109K +1,123 +7%
CTC
641
Central Trust Company
Missouri
$1.76M -$33.3K -344 -2%
NSAM
642
North Star Asset Management
Wisconsin
$1.75M -$84.8K -875 -5%
VIMU
643
Veritas Investment Management (UK)
United Kingdom
$1.75M -$834K -8,600 -32%
LI
644
LMCG Investments
Massachusetts
$1.75M – – –
ACM
645
Alpha Capital Management
Texas
$1.74M – – –
HCM
646
Hengehold Capital Management
Ohio
$1.72M -$21.6K -223 -1%
MM
647
Meridian Management
Arkansas
$1.72M – – –
SAM
648
Shamrock Asset Management
Texas
$1.71M -$766K -7,906 -31%
BE
649
Bonness Enterprises
District of Columbia
$1.7M – – –
MCM
650
MAI Capital Management
Ohio
$1.7M +$1.08M +11,100 +172%
24 25
26
27 28