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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
651
Ronald Blue & Co
Georgia
$1.96M -$1.45K -13 -0.1%
AC
652
Addison Capital
Pennsylvania
$1.96M -$62.4K -561 -3%
BE
653
Bonness Enterprises
District of Columbia
$1.95M – – –
RC
654
Roundview Capital
New Jersey
$1.95M -$12.2K -110 -0.6%
BCMO
655
Buckingham Capital Management (Ohio)
Ohio
$1.95M -$15K -135 -0.8%
FA
656
FDx Advisors
Illinois
$1.94M -$623K -5,609 -24%
CC
657
ClearArc Capital
Ohio
$1.91M +$37.1K +334 +2%
PGIM
658
Pacific Global Investment Management
California
$1.91M +$212K +1,906 +13%
SC
659
Schulhoff & Co
Ohio
$1.89M -$5.34K -48 -0.3%
PRS
660
Pinkerton Retirement Specialists
Idaho
$1.89M +$1.89M +17,007 New
NIC
661
Northwest Investment Counselors
Oregon
$1.88M -$22.3K -201 -1%
WB
662
WesBanco Bank
West Virginia
$1.88M +$133K +1,200 +8%
BIM
663
Beach Investment Management
Pennsylvania
$1.87M +$1.87M +16,850 New
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$1.85M -$111 -1 -0%
TWM
665
Torch Wealth Management
Ohio
$1.85M +$75.6K +680 +4%
IHL
666
Investment House LLC
California
$1.84M -$8.34K -75 -0.5%
PCTC
667
Perkins Coie Trust Company
Washington
$1.82M -$2.22K -20 -0.1%
AGM
668
Alpine Global Management
New York
$1.8M +$1.8M +16,202 New
CCM
669
Copeland Capital Management
Pennsylvania
$1.79M +$80.3K +722 +5%
MIM
670
Miller Investment Management
Pennsylvania
$1.78M +$106K +950 +6%
CCMINC
671
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.78M -$1.11K -10 -0.1%
MWAC
672
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.77M +$434K +3,904 +32%
ACM
673
Azimuth Capital Management
Michigan
$1.77M +$183K +1,650 +12%
Envestnet Asset Management
674
Envestnet Asset Management
Illinois
$1.75M -$66.1K -595 -4%
Belvedere Trading
675
Belvedere Trading
Illinois
$1.75M +$1.75M +15,720 New
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