UPS icon

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
$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
State Street
State Street
Massachusetts
$3.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
Maverick Capital
Texas
$0
2
O
OppenheimerFunds
New York
$221M
3
Boston Partners
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
701
Advisor Partners
California
$1.09M +$65.5K +623 +6%
CPO
702
Cerity Partners OCIO
New York
$1.09M +$15K +143 +1%
EWM
703
Elite Wealth Management
Washington
$1.09M +$944K +8,985 +639%
LBC
704
Lowe Brockenbrough & Co
Virginia
$1.09M -$228K -2,170 -17%
TCOV
705
Trust Company of Vermont
Vermont
$1.08M +$105 +1 +0%
RMAM
706
Raab & Moskowitz Asset Management
New Jersey
$1.07M +$1.07M +10,212 New
SFA
707
Sequoia Financial Advisors
Ohio
$1.07M +$1.07M +10,145 New
JIC
708
Johnson Investment Counsel
Ohio
$1.06M -$55.1K -524 -5%
MCM
709
Monarch Capital Management
Indiana
$1.06M -$18.9K -180 -2%
WA
710
WFG Advisors
Texas
$1.06M -$39.3K -374 -4%
SAG
711
Sterne Agee Group
Alabama
$1.06M +$578K +5,501 +121%
RC
712
RBF Capital
California
$1.05M – – –
CL
713
CPWM LLC
Washington
$1.05M +$175K +1,665 +20%
VKH
714
Virtu KCG Holdings
New York
$1.05M -$1.16M -11,041 -53%
VIM
715
Veritas Investment Management
United Kingdom
$1.04M – – –
FT
716
Fiduciary Trust
Massachusetts
$1.03M +$47.3K +450 +5%
HA
717
Hamel Associates
New Jersey
$1.03M +$1.03M +9,760 New
CBB
718
Citizens Business Bank
California
$1.02M +$187K +1,775 +22%
ITIM
719
Indiana Trust & Investment Management
Indiana
$1.02M +$33.1K +315 +3%
NIM
720
Nexus Investment Management
Ontario, Canada
$1.02M +$158K +1,500 +18%
OMCS
721
Old Mutual Customised Solutions
South Africa
$998K – – –
ADBIC
722
A.D. Beadell Investment Counsel
Wisconsin
$980K – – –
ECM
723
ETrade Capital Management
Virginia
$978K +$124K +1,179 +15%
AHS
724
Aspiriant Holdings S3
California
$971K -$44.1K -420 -4%
NB
725
NBT Bank
New York
$970K -$25.6K -244 -3%
27 28
29
30 31