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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 %
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$959K -$342K -3,259 -26%
LMF
727
LMR Master Fund
Cayman Islands
$949K -$1.95M -18,556 -67%
AI
728
Atria Investments
North Carolina
$947K -$57.2K -544 -6%
LCM
729
Liberty Capital Management
Michigan
$946K -$11.6K -110 -1%
FMC
730
First Merchants Corp
Indiana
$936K -$469K -4,460 -33%
ANB
731
Amarillo National Bank
Texas
$934K -$429K -4,081 -31%
JVBC
732
J.V. Bruni & Co
Colorado
$933K +$22.9K +218 +3%
CIC
733
Carnegie Investment Counsel
Ohio
$911K -$10.5K -100 -1%
SCA
734
SAC Capital Advisors
Connecticut
$909K +$86.8K +826 +11%
SAMC
735
Shinko Asset Management Company
Japan
$899K -$131K -1,244 -13%
CYG
736
Clean Yield Group
Vermont
$898K -$2.63K -25 -0.3%
SIC
737
Shoker Investment Counsel
Ohio
$895K +$895K +8,520 New
SSG
738
Summit Securities Group
New York
$893K +$483K +4,600 +118%
GCP
739
GSA Capital Partners
United Kingdom
$874K +$464K +4,416 +113%
FBNAT
740
FirstMerit Bank N.A. Trustee
Ohio
$870K -$127K -1,205 -13%
KFS
741
KMS Financial Services
Washington
$869K +$185K +1,758 +27%
ACM
742
Apex Capital Management
Ohio
$862K – – –
PMG
743
ProVise Management Group
Florida
$854K -$62K -590 -7%
FBT
744
First Bankers Trust
Kentucky
$830K +$9.98K +95 +1%
KB
745
Kimelman & Baird
New York
$819K – – –
DAS
746
Dynamic Advisor Solutions
Arizona
$816K +$816K +7,764 New
PL
747
Perpetual Ltd
Australia
$808K +$481K +4,570 +147%
CIP
748
Convergence Investment Partners
Florida
$807K +$124K +1,181 +18%
AW
749
ACG Wealth
Georgia
$807K +$807K +7,680 New
BAM
750
Burnham Asset Management
New York
$799K -$10.5K -100 -1%
28 29
30
31 32