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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 %
CICI
701
Capital Investment Counsel Inc
North Carolina
$1.34M -$72.4K -747 -5%
BB
702
Bell Bank
North Dakota
$1.34M -$17.4K -180 -1%
VNIM
703
Vaughan Nelson Investment Management
Texas
$1.33M – – –
PC
704
Palo Capital
California
$1.33M – – –
RHFI
705
Reilly Herbert Faulkner III
$1.32M +$97.1K +1,002 +8%
ESBC
706
E.S. Barr & Co
Kentucky
$1.32M -$969 -10 -0.1%
SCM
707
Stellar Capital Management
Arizona
$1.31M -$88.2K -910 -6%
VNA
708
Valley National Advisers
Pennsylvania
$1.3M +$192K +1,979 +17%
AWS
709
Aris Wealth Services
Pennsylvania
$1.3M -$28.7K -296 -2%
TCM
710
Telos Capital Management
California
$1.3M +$27.3K +282 +2%
AAM
711
Auxier Asset Management
Oregon
$1.29M +$97 +1 +0%
LJAC
712
L.J. Altfest & Co
New York
$1.29M -$13K -134 -1%
SL
713
Summitry LLC
California
$1.28M +$62K +640 +5%
SI
714
Stephens Inc
Arkansas
$1.28M +$120K +1,241 +10%
HFS
715
HL Financial Services
Kentucky
$1.28M +$63.3K +653 +5%
BA
716
Bennicas & Associates
California
$1.27M -$9.69K -100 -0.8%
BFA
717
Bragg Financial Advisors
North Carolina
$1.27M +$108K +1,115 +9%
BP
718
Ballentine Partners
Massachusetts
$1.27M – – –
PPSG
719
Princeton Portfolio Strategies Group
New Jersey
$1.27M +$89.6K +925 +8%
SFSG
720
Stearns Financial Services Group
North Carolina
$1.27M +$5.04K +52 +0.4%
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M -$47.4K -489 -4%
EGM
722
Engineers Gate Manager
New York
$1.26M -$233K -2,400 -16%
AIP
723
Ameritas Investment Partners
Nebraska
$1.26M – – –
FHA
724
First Horizon Advisors
Tennessee
$1.25M -$224K -2,313 -15%
SACTSONJ
725
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.25M – – –
27 28
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