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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 %
ACM
676
Azimuth Capital Management
Michigan
$1.55M -$9.69K -100 -0.6%
NERM
677
New England Research & Management
Illinois
$1.54M -$24.2K -250 -2%
OMCS
678
Old Mutual Customised Solutions
South Africa
$1.54M +$77.5K +800 +5%
TCT
679
TIAA CREF Trust
Missouri
$1.53M -$13.5K -139 -0.9%
SWP
680
Stratos Wealth Partners
Ohio
$1.51M -$16.3K -168 -1%
OAMG
681
Odey Asset Management Group
United Kingdom
$1.51M +$1.51M +15,600 New
BSPF
682
British Steel Pension Fund
United Kingdom
$1.51M -$2.81M -29,000 -65%
CBB
683
Citizens Business Bank
California
$1.49M +$194K +2,000 +15%
SAM
684
Shamrock Asset Management
Texas
$1.47M -$234K -2,415 -14%
CAN
685
Cetera Advisor Networks
California
$1.46M – – –
I
686
IberiaBank
Louisiana
$1.45M -$940K -9,700 -39%
CI
687
Constellation Investments
Ohio
$1.44M +$19.4K +200 +1%
NG
688
Northstar Group
New York
$1.44M +$2.23K +23 +0.2%
PWW
689
Pettyjohn Wood & White
Virginia
$1.43M +$14.5K +150 +1%
SAMC
690
Shinko Asset Management Company
Japan
$1.43M -$587K -6,051 -29%
HAG
691
HighPoint Advisor Group
Illinois
$1.42M +$59.8K +617 +4%
JCM
692
Jag Capital Management
Missouri
$1.41M +$1.94K +20 +0.1%
MCC
693
Mid Continent Capital
Illinois
$1.4M -$11.6K -120 -0.8%
ZB
694
Zions Bancorporation
Utah
$1.39M -$485 -5 -0%
TCOT
695
Trust Company of Toledo
Ohio
$1.39M +$59.1K +610 +4%
CT
696
Coastline Trust
Rhode Island
$1.39M – – –
FA
697
FDx Advisors
Illinois
$1.39M +$208K +2,073 +18%
FHC
698
Forest Hill Capital
Arkansas
$1.37M – – –
AF
699
Arrow Financial
New York
$1.35M -$237K -2,447 -15%
BFM
700
Boston Financial Management
Massachusetts
$1.34M +$91.1K +940 +7%
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