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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
BIT
BlackRock Institutional Trust
California
+$193M
3
BA
BlackRock Advisors
Delaware
+$160M
4
SI
Sentry Investments
Ontario, Canada
+$142M
5
JHIU
Janus Henderson Investors US
Colorado
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$381M
2
HCM
Highfields Capital Management
Massachusetts
-$308M
3
Nomura Holdings
Nomura Holdings
Japan
-$269M
4
Deutsche Bank
Deutsche Bank
Germany
-$206M
5
American Century Companies
American Century Companies
Missouri
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
676
American National Registered Investment Advisor
Texas
$1.27M -$34.1K -350 -3%
LJAC
677
L.J. Altfest & Co
New York
$1.27M -$4.33K -45 -0.3%
EWM
678
Elite Wealth Management
Washington
$1.27M +$254K +2,604 +25%
CT
679
Coastline Trust
Rhode Island
$1.26M – – –
SFSG
680
Stearns Financial Services Group
North Carolina
$1.25M -$72.7K -746 -5%
SACTSONJ
681
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.25M – – –
CFA
682
Carroll Financial Associates
North Carolina
$1.23M +$15.8K +162 +1%
RJFSA
683
Raymond James Financial Services Advisors
Florida
$1.23M +$6.43K +66 +0.5%
ITIM
684
Indiana Trust & Investment Management
Indiana
$1.21M +$260K +2,670 +27%
WCM
685
Wunderlich Capital Managemnt
Tennessee
$1.2M +$5.57K +57 +0.5%
RNS
686
Robert N. Shapiro
$1.19M -$155K -1,591 -11%
MNBTD
687
Moody National Bank Trust Division
Texas
$1.18M -$34.1K -350 -3%
MSS
688
Mitchell Sinkler & Starr
Pennsylvania
$1.18M – – –
SCM
689
Stellar Capital Management
Arizona
$1.18M +$132K +1,355 +13%
MWR
690
McAdams Wright Ragen
Washington
$1.17M +$9.92K +102 +0.9%
HFS
691
HL Financial Services
Kentucky
$1.16M +$47.5K +488 +4%
FAAS
692
First Allied Advisory Services
California
$1.16M -$34K -349 -3%
HPIA
693
Hamilton Point Investment Advisors
North Carolina
$1.16M +$59.4K +610 +5%
HAM
694
Highstreet Asset Management
Ontario, Canada
$1.14M -$302K -3,100 -21%
Envestnet Asset Management
695
Envestnet Asset Management
Illinois
$1.14M -$98.2K -1,008 -8%
CR
696
Cooperatieve Rabobank
Netherlands
$1.14M -$394K -4,048 -26%
CBB
697
Citizens Business Bank
California
$1.11M +$163K +1,675 +17%
SFP
698
Santa Fe Partners
New Mexico
$1.1M +$1.1M +11,295 New
SI
699
Stephens Inc
Arkansas
$1.1M -$610K -6,267 -36%
SGC
700
South Georgia Capital
Illinois
$1.09M -$13.6K -1,291 -1%
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