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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.9M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$59.2M
5
HCM
Herndon Capital Management
Georgia
+$49.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
2
State Street
State Street
Massachusetts
-$139M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$119M
4
Citadel Advisors
Citadel Advisors
Florida
-$81M
5
PP
Prudential plc
United Kingdom
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
651
Copeland Capital Management
Pennsylvania
$1.68M +$50.2K +518 +3%
CC
652
ClearArc Capital
Ohio
$1.67M +$204K +2,105 +14%
HCM
653
Hengehold Capital Management
Ohio
$1.66M -$60.3K -622 -3%
SC
654
Schulhoff & Co
Ohio
$1.65M +$388 +4 +0%
PCTC
655
Perkins Coie Trust Company
Washington
$1.65M +$38.6K +398 +2%
CWM
656
Calamos Wealth Management
Illinois
$1.64M -$151K -1,555 -8%
CCMINC
657
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.63M +$75.7K +781 +5%
NSAM
658
North Star Asset Management
Wisconsin
$1.62M -$133K -1,370 -8%
AC
659
Addison Capital
Pennsylvania
$1.62M -$72.7K -750 -4%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$1.61M +$112K +1,151 +7%
FG
661
Fiduciary Group
Georgia
$1.61M +$1.61M +16,579 New
LCM
662
Leisure Capital Management
California
$1.6M +$24.1K +249 +2%
NCM
663
Newland Capital Management
New York
$1.6M -$2.06M -21,268 -56%
Fuller & Thaler Asset Management
664
Fuller & Thaler Asset Management
California
$1.6M +$552K +5,700 +53%
ONB
665
Old National Bancorp
Indiana
$1.59M +$129K +1,331 +9%
MIM
666
Miller Investment Management
Pennsylvania
$1.58M – – –
WB
667
WesBanco Bank
West Virginia
$1.58M -$39.2K -404 -2%
PG
668
Patten Group
Tennessee
$1.57M +$1.17M +12,110 +292%
RBC
669
Ronald Blue & Co
Georgia
$1.57M -$99.6K -1,028 -6%
CB
670
Community Bank
New York
$1.56M +$67.8K +700 +5%
NIC
671
Northwest Investment Counselors
Oregon
$1.56M -$61.8K -638 -4%
PA
672
Profund Advisors
Maryland
$1.56M -$1.17M -12,072 -43%
CANC
673
Culbertson A N & Co
Virginia
$1.56M -$108K -1,117 -7%
HC
674
Highmount Capital
New York
$1.55M +$150K +1,550 +11%
BCMO
675
Buckingham Capital Management (Ohio)
Ohio
$1.55M -$18.8K -192 -1%
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