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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
State Street
State Street
Massachusetts
$3.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
Maverick Capital
Texas
$0
2
O
OppenheimerFunds
New York
$221M
3
Boston Partners
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
YL
651
YCG LLC
Texas
$1.43M -$158K -1,500 -10%
QI
652
QS Investors
New York
$1.43M +$347K +3,300 +32%
CLOS
653
Compagnie Lombard Odier SCmA
Switzerland
$1.43M +$1.43M +13,617 New
SFSG
654
Stearns Financial Services Group
North Carolina
$1.43M -$374K -3,558 -21%
BB
655
Bell Bank
North Dakota
$1.43M – – –
QI
656
Quotient Investors
New York
$1.42M – – –
FHA
657
First Horizon Advisors
Tennessee
$1.42M +$533K +5,637 +60%
SC
658
Schulhoff & Co
Ohio
$1.42M +$210 +2 +0%
ANRIA
659
American National Registered Investment Advisor
Texas
$1.41M -$6.31K -60 -0.4%
LJAC
660
L.J. Altfest & Co
New York
$1.39M +$1.39M +13,196 New
FC
661
FIC Capital
New York
$1.38M -$4.2K -40 -0.3%
HC
662
Highmount Capital
New York
$1.38M +$139K +1,325 +11%
CI
663
Constellation Investments
Ohio
$1.38M +$84.1K +800 +7%
RIG
664
Roosevelt Investment Group
New York
$1.37M -$19.5K -186 -1%
UAS
665
United Asset Strategies
New York
$1.37M +$30.6K +291 +2%
CT
666
Coastline Trust
Rhode Island
$1.36M +$10.5K +100 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
667
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.35M +$1.35M +12,106 New
SACTSONJ
668
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.35M – – –
CBU
669
CIBC Bank USA
Illinois
$1.34M -$36.7K -349 -3%
SGAM
670
Steinberg Global Asset Management
Florida
$1.34M +$47.3K +450 +4%
Envestnet Asset Management
671
Envestnet Asset Management
Illinois
$1.33M -$5.68K -54 -0.4%
RJFSA
672
Raymond James Financial Services Advisors
Florida
$1.32M +$234K +2,223 +21%
KWMG
673
King Wealth Management Group
Florida
$1.32M -$315K -3,000 -19%
CFA
674
Carroll Financial Associates
North Carolina
$1.32M -$135K -1,286 -9%
MNBTD
675
Moody National Bank Trust Division
Texas
$1.31M -$6.31K -60 -0.5%
25 26
27
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