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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 %
Toronto Dominion Bank
651
Toronto Dominion Bank
Ontario, Canada
$1.61M +$159K +1,552 +11%
QBFM
652
QS Batterymarch Financial Management
New York
$1.59M -$1.81M -17,596 -53%
CAM
653
Cypress Asset Management
Texas
$1.59M -$43.9K -428 -3%
VKH
654
Virtu KCG Holdings
New York
$1.58M -$455K -4,433 -22%
NPC
655
National Planning Corporation
California
$1.57M -$64.8K -631 -4%
BIC
656
Bridges Investment Counsel
Nebraska
$1.55M -$311K -3,025 -17%
MIM
657
Miller Investment Management
Pennsylvania
$1.55M -$434K -4,225 -22%
CCM
658
Copeland Capital Management
Pennsylvania
$1.55M -$9.03K -88 -0.6%
BSB
659
Bangor Savings Bank
Maine
$1.54M -$7.19K -70 -0.5%
PWW
660
Pettyjohn Wood & White
Virginia
$1.54M +$5.13K +50 +0.3%
PAM
661
PartnerRe Asset Management
Connecticut
$1.54M -$225K -2,187 -13%
TCOT
662
Trust Company of Toledo
Ohio
$1.53M +$62.9K +612 +4%
BEAM
663
Baker Ellis Asset Management
Washington
$1.53M -$43.3K -422 -3%
ACM
664
Alpha Capital Management
Texas
$1.52M +$90.2K +878 +6%
DPIM
665
Duff & Phelps Investment Management
Illinois
$1.52M – – –
TCT
666
TIAA CREF Trust
Missouri
$1.51M -$21.1K -206 -1%
GCM
667
Geneva Capital Management
Wisconsin
$1.5M +$26.1K +254 +2%
CICI
668
Capital Investment Counsel Inc
North Carolina
$1.5M -$25.5K -248 -2%
Envestnet Asset Management
669
Envestnet Asset Management
Illinois
$1.5M +$298K +2,901 +25%
ACM
670
Azimuth Capital Management
Michigan
$1.49M +$8.42K +82 +0.6%
ESBC
671
E.S. Barr & Co
Kentucky
$1.49M -$73.9K -720 -5%
HC
672
Highmount Capital
New York
$1.46M +$72.8K +710 +5%
FHC
673
Forest Hill Capital
Arkansas
$1.45M – – –
NJBEST
674
New Jersey Better Educational Savings Trust
New Jersey
$1.44M – – –
DCM
675
Driehaus Capital Management
Illinois
$1.43M +$1.43M +13,956 New
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