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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 %
AC
651
Addison Capital
Pennsylvania
$1.69M -$15.5K -160 -0.9%
RC
652
Roundview Capital
New Jersey
$1.69M -$10.7K -110 -0.6%
SIG
653
Schooner Investment Group
Pennsylvania
$1.69M +$1.69M +17,500 New
CD
654
Carl Domino
Florida
$1.69M -$690K -7,122 -29%
LIA
655
LS Investment Advisors
Michigan
$1.68M -$910K -9,388 -35%
RBC
656
Ronald Blue & Co
Georgia
$1.67M -$35.7K -368 -2%
CANC
657
Culbertson A N & Co
Virginia
$1.66M -$271K -2,794 -14%
ECM
658
Everence Capital Management
Indiana
$1.66M +$264K +2,600 +19%
SC
659
Schulhoff & Co
Ohio
$1.65M +$97 +1 +0%
1GA
660
1st Global Advisors
Texas
$1.63M -$203K -2,093 -11%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$1.63M +$14.5K +150 +0.9%
PGIM
662
Pacific Global Investment Management
California
$1.63M -$35.4K -365 -2%
CCM
663
Copeland Capital Management
Pennsylvania
$1.63M +$68.2K +704 +4%
WB
664
WesBanco Bank
West Virginia
$1.62M -$19.4K -200 -1%
NIC
665
Northwest Investment Counselors
Oregon
$1.62M -$22K -227 -1%
TWM
666
Torch Wealth Management
Ohio
$1.61M -$4.85K -50 -0.3%
PCTC
667
Perkins Coie Trust Company
Washington
$1.61M +$17.3K +178 +1%
AF
668
Arrow Financial
New York
$1.59M -$189K -1,947 -11%
MIM
669
Miller Investment Management
Pennsylvania
$1.58M +$29.5K +304 +2%
LCM
670
Leisure Capital Management
California
$1.58M +$89.2K +920 +6%
GAM
671
Griffin Asset Management
New York
$1.57M -$555K -5,725 -26%
NERM
672
New England Research & Management
Illinois
$1.57M +$471K +4,855 +43%
ACM
673
Azimuth Capital Management
Michigan
$1.56M +$19.4K +200 +1%
BCMO
674
Buckingham Capital Management (Ohio)
Ohio
$1.56M -$140K -1,447 -8%
CCMINC
675
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.55M +$6.2K +64 +0.4%
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