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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
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
3
State Street
State Street
Massachusetts
+$139M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$138M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$84.4M

Top Sellers

1
MC
Maverick Capital
Texas
-$203M
2
O
OppenheimerFunds
New York
-$202M
3
Boston Partners
Boston Partners
Massachusetts
-$149M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$132M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
676
CG Asset Management
New York
$1.3M +$1.3M +12,400 New
TCOT
677
Trust Company of Toledo
Ohio
$1.29M +$264K +2,508 +26%
FAAS
678
First Allied Advisory Services
California
$1.29M +$280K +2,662 +28%
WCM
679
Wunderlich Capital Managemnt
Tennessee
$1.28M +$1.28M +12,226 New
MSS
680
Mitchell Sinkler & Starr
Pennsylvania
$1.28M – – –
CLM
681
ClearBridge LLC (Maryland)
Maryland
$1.26M – – –
NJBEST
682
New Jersey Better Educational Savings Trust
New Jersey
$1.26M – – –
MWR
683
McAdams Wright Ragen
Washington
$1.25M +$37.8K +360 +3%
Pacer Advisors
684
Pacer Advisors
Pennsylvania
$1.25M +$1.25M +11,195 New
TCM
685
Telos Capital Management
California
$1.24M -$14K -133 -1%
IH
686
IFC Holdings
Florida
$1.21M +$267K +2,574 +28%
HFS
687
HL Financial Services
Kentucky
$1.2M +$53.3K +507 +5%
HPIA
688
Hamilton Point Investment Advisors
North Carolina
$1.19M +$1.19M +11,275 New
Mirae Asset Global Investments
689
Mirae Asset Global Investments
South Korea
$1.17M +$258K +2,456 +28%
DBIA
690
Dumont & Blake Investment Advisors
New Jersey
$1.17M -$124K -1,180 -10%
BWAM
691
Boyd Watterson Asset Management
Ohio
$1.16M -$53.5K -509 -4%
PTC
692
Private Trust Company
Ohio
$1.16M -$297K -2,825 -20%
JEW
693
Jamison Eaton & Wood
New Jersey
$1.15M – – –
CIA
694
Capital Investment Advisors
Georgia
$1.15M +$1.15M +10,945 New
CK
695
Cohen Klingenstein
New York
$1.15M – – –
MHIM
696
MacNealy Hoover Investment Management
Ohio
$1.15M +$1.15M +10,925 New
SCM
697
Stellar Capital Management
Arizona
$1.13M +$1.13M +10,730 New
MWM
698
Modera Wealth Management
New Jersey
$1.11M -$4.41K -42 -0.4%
LNWWM
699
Laird Norton Wetherby Wealth Management
California
$1.1M +$26.5K +252 +2%
RA
700
Rational Advisors
New York
$1.1M -$3.36K -32 -0.3%
26 27
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