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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
676
MSI Financial Services
Massachusetts
$1.42M -$2.63M -25,617 -65%
AIP
677
Ameritas Investment Partners
Nebraska
$1.41M -$27.2K -265 -2%
RHDIC
678
R.H. Dinel Investment Counsel
California
$1.41M -$48.8K -475 -3%
VNIM
679
Vaughan Nelson Investment Management
Texas
$1.41M – – –
OWD
680
Osborn Williams & Donohoe
Ohio
$1.41M – – –
BB
681
Bell Bank
North Dakota
$1.4M +$7.29K +71 +0.5%
YL
682
YCG LLC
Texas
$1.4M – – –
BP
683
Ballentine Partners
Massachusetts
$1.4M -$59K -575 -4%
QI
684
Quotient Investors
New York
$1.39M – – –
CI
685
Constellation Investments
Ohio
$1.38M +$10.3K +100 +0.8%
CHC
686
City Holding Co
West Virginia
$1.37M -$17K -175 -1%
AAM
687
Auxier Asset Management
Oregon
$1.37M -$411K -3,998 -23%
LJAC
688
L.J. Altfest & Co
New York
$1.35M -$4.65K -45 -0.3%
FC
689
FIC Capital
New York
$1.35M -$1.35M -13,162 -50%
CLOS
690
Compagnie Lombard Odier SCmA
Switzerland
$1.35M -$118K -1,147 -8%
ST
691
Smithfield Trust
Pennsylvania
$1.33M -$117K -1,141 -8%
ANRIA
692
American National Registered Investment Advisor
Texas
$1.33M -$6.16K -60 -0.5%
CT
693
Coastline Trust
Rhode Island
$1.33M – – –
SFSG
694
Stearns Financial Services Group
North Carolina
$1.33M +$4.93K +48 +0.4%
BAM
695
Berkshire Asset Management
Pennsylvania
$1.33M -$83.8K -816 -6%
SACTSONJ
696
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.32M – – –
ITIM
697
Indiana Trust & Investment Management
Indiana
$1.29M +$15.9K +155 +1%
RJFSA
698
Raymond James Financial Services Advisors
Florida
$1.27M -$26.3K -256 -2%
SCM
699
Stellar Capital Management
Arizona
$1.26M +$20.5K +200 +2%
TCM
700
Telos Capital Management
California
$1.26M +$121K +1,182 +11%
26 27
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