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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 %
TCM
701
Telos Capital Management
California
$1.08M -$71.4K -733 -6%
SCM
702
Stux Capital Management
New York
$1.07M +$1.07M +11,000 New
UOC
703
UBS O'Connor
Illinois
$1.07M +$1.07M +10,971 New
CK
704
Cohen Klingenstein
New York
$1.06M – – –
MHIM
705
MacNealy Hoover Investment Management
Ohio
$1.06M – – –
CPO
706
Cerity Partners OCIO
New York
$1.06M +$48.8K +501 +5%
CIA
707
Capital Investment Advisors
Georgia
$1.06M -$10.7K -110 -1%
DBIA
708
Dumont & Blake Investment Advisors
New Jersey
$1.06M -$24.8K -255 -2%
PTC
709
Private Trust Company
Ohio
$1.06M -$21.6K -222 -2%
RMAM
710
Raab & Moskowitz Asset Management
New Jersey
$1.05M +$53.4K +548 +5%
Bank of Nova Scotia
711
Bank of Nova Scotia
Ontario, Canada
$1.04M -$8.69M -89,240 -89%
DAS
712
Dynamic Advisor Solutions
Arizona
$1.03M +$277K +2,839 +37%
CBU
713
CIBC Bank USA
Illinois
$1.03M -$212K -2,180 -17%
AHS
714
Aspiriant Holdings S3
California
$1.03M +$130K +1,339 +14%
KFS
715
KMS Financial Services
Washington
$1.01M +$205K +2,100 +25%
LBC
716
Lowe Brockenbrough & Co
Virginia
$1.01M -$2.44K -25 -0.2%
SFA
717
Sequoia Financial Advisors
Ohio
$1M +$16.5K +169 +2%
LNWWM
718
Laird Norton Wetherby Wealth Management
California
$1M -$19.7K -202 -2%
FT
719
Fiduciary Trust
Massachusetts
$994K +$40.4K +415 +4%
WKWM
720
Walter & Keenan Wealth Management
Indiana
$988K +$988K +10,150 New
VHAM
721
Van Hulzen Asset Management
California
$984K +$984K +10,108 New
CL
722
CPWM LLC
Washington
$983K +$12K +123 +1%
MCM
723
Monarch Capital Management
Indiana
$982K – – –
TCOV
724
Trust Company of Vermont
Vermont
$980K -$19.5K -200 -2%
DAM
725
Deltec Asset Management
New York
$979K +$979K +10,056 New
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