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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 %
PC
701
Palo Capital
California
$1.54M +$1.54M +13,830 New
RHDIC
702
R.H. Dinel Investment Counsel
California
$1.53M – – –
VNIM
703
Vaughan Nelson Investment Management
Texas
$1.53M – – –
ECM
704
Everence Capital Management
Indiana
$1.52M -$346K -3,111 -19%
BB
705
Bell Bank
North Dakota
$1.52M – – –
YL
706
YCG LLC
Texas
$1.52M – – –
Fuller & Thaler Asset Management
707
Fuller & Thaler Asset Management
California
$1.51M -$66.7K -600 -4%
TCOT
708
Trust Company of Toledo
Ohio
$1.51M -$16.3K -147 -1%
BA
709
Bennicas & Associates
California
$1.51M +$1.51M +13,549 New
AAM
710
Auxier Asset Management
Oregon
$1.48M +$111 +1 +0%
BP
711
Ballentine Partners
Massachusetts
$1.48M -$34.8K -313 -2%
OWD
712
Osborn Williams & Donohoe
Ohio
$1.47M -$22.2K -200 -1%
DPIM
713
Duff & Phelps Investment Management
Illinois
$1.47M -$85.6K -770 -6%
LJAC
714
L.J. Altfest & Co
New York
$1.47M +$10.5K +94 +0.7%
BIC
715
Bridges Investment Counsel
Nebraska
$1.46M -$8.33K -75 -0.6%
AIP
716
Ameritas Investment Partners
Nebraska
$1.45M – – –
FAT
717
First American Trust
California
$1.44M -$398K -3,580 -22%
SFSG
718
Stearns Financial Services Group
North Carolina
$1.43M +$4.78K +43 +0.3%
SACTSONJ
719
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.43M – – –
AHS
720
Aspiriant Holdings S3
California
$1.43M +$104K +935 +8%
ANRIA
721
American National Registered Investment Advisor
Texas
$1.43M -$14.6K -131 -1%
CBB
722
Citizens Business Bank
California
$1.42M -$22.2K -200 -2%
WCM
723
Wunderlich Capital Managemnt
Tennessee
$1.42M +$50.9K +456 +4%
GLA
724
Great Lakes Advisors
Illinois
$1.41M +$2K +18 +0.1%
WSTAM
725
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M +$182K +1,635 +15%
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