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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
676
Community Bank
New York
$1.74M +$1.74M +15,628 New
ACM
677
Alpha Capital Management
Texas
$1.74M +$84.3K +758 +5%
TCT
678
TIAA CREF Trust
Missouri
$1.73M -$110K -989 -6%
LCM
679
Leisure Capital Management
California
$1.71M +$1.71M +15,360 New
VHAM
680
Van Hulzen Asset Management
California
$1.69M – – –
CAN
681
Cetera Advisor Networks
California
$1.69M -$87.6K -788 -5%
LOCC
682
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.67M -$2.76M -24,850 -62%
NG
683
Northstar Group
New York
$1.66M +$1.66M +14,907 New
PWW
684
Pettyjohn Wood & White
Virginia
$1.65M -$11.1K -100 -0.7%
PAM
685
PartnerRe Asset Management
Connecticut
$1.65M +$219K +1,971 +15%
BSB
686
Bangor Savings Bank
Maine
$1.62M -$10.7K -96 -0.7%
PWS
687
Peloton Wealth Strategists
Indiana
$1.62M +$1.39M +12,500 +600%
JCM
688
Jag Capital Management
Missouri
$1.61M +$463K +4,169 +40%
BEAM
689
Baker Ellis Asset Management
Washington
$1.61M -$37K -333 -2%
CHC
690
City Holding Co
West Virginia
$1.6M +$33.1K +298 +2%
SI
691
Stephens Inc
Arkansas
$1.59M -$3.45K -31 -0.2%
HC
692
Highmount Capital
New York
$1.58M -$21.7K -195 -1%
ESBC
693
E.S. Barr & Co
Kentucky
$1.58M -$14.5K -130 -0.9%
FHC
694
Forest Hill Capital
Arkansas
$1.57M – – –
CI
695
Constellation Investments
Ohio
$1.57M +$55.6K +500 +4%
CICI
696
Capital Investment Counsel Inc
North Carolina
$1.56M -$35.8K -322 -2%
CT
697
Coastline Trust
Rhode Island
$1.56M +$118K +1,066 +8%
NJBEST
698
New Jersey Better Educational Savings Trust
New Jersey
$1.56M – – –
LM
699
Luminus Management
Texas
$1.56M +$1.56M +14,000 New
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.54M -$51.3K -461 -3%
26 27
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