UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$163M
4
Parnassus Investments
Parnassus Investments
California
+$153M
5
Prudential Financial
Prudential Financial
New Jersey
+$94.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$224M
2
TIM
Thornburg Investment Management
New Mexico
-$183M
3
State Street
State Street
Massachusetts
-$178M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$159M
5
MC
Montag & Caldwell
Georgia
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
701
Jag Capital Management
Missouri
$1.41M +$969 +10 +0.1%
HC
702
Highmount Capital
New York
$1.41M +$26.2K +270 +2%
SCM
703
Stellar Capital Management
Arizona
$1.4M +$179K +1,850 +15%
ZB
704
Zions Bancorporation
Utah
$1.39M +$1.39M +14,379 New
CT
705
Coastline Trust
Rhode Island
$1.39M +$31.4K +324 +2%
VAM
706
Visium Asset Management
New York
$1.39M +$281K +2,900 +25%
CSS
707
Cubist Systematic Strategies
Connecticut
$1.38M -$1.27M -13,144 -48%
DAS
708
Dynamic Advisor Solutions
Arizona
$1.38M +$369K +3,806 +37%
FHC
709
Forest Hill Capital
Arkansas
$1.37M – – –
HAG
710
HighPoint Advisor Group
Illinois
$1.36M +$235K +2,418 +21%
FAAS
711
First Allied Advisory Services
California
$1.36M +$217K +2,239 +19%
BB
712
Bell Bank
North Dakota
$1.35M +$26.5K +273 +2%
TCOT
713
Trust Company of Toledo
Ohio
$1.33M +$16.1K +166 +1%
VNIM
714
Vaughan Nelson Investment Management
Texas
$1.33M – – –
AWS
715
Aris Wealth Services
Pennsylvania
$1.33M +$1.33M +13,731 New
PC
716
Palo Capital
California
$1.33M -$13.6K -140 -1%
YL
717
YCG LLC
Texas
$1.32M – – –
ESBC
718
E.S. Barr & Co
Kentucky
$1.32M -$57.4K -592 -4%
BFS
719
Bradley Foster & Sargent
Connecticut
$1.32M +$937K +9,665 +248%
JFGIW
720
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.31M -$33.8K -349 -3%
LJAC
721
L.J. Altfest & Co
New York
$1.3M +$22.7K +234 +2%
CBB
722
Citizens Business Bank
California
$1.3M +$58.2K +600 +5%
AAM
723
Auxier Asset Management
Oregon
$1.29M +$194 +2 +0%
BA
724
Bennicas & Associates
California
$1.28M -$29K -299 -2%
OWD
725
Osborn Williams & Donohoe
Ohio
$1.28M – – –
27 28
29
30 31