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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
726
Cerity Partners OCIO
New York
$1.1M -$20.5K -200 -2%
H
727
Hexavest
Quebec, Canada
$1.07M +$1.07M +10,373 New
MC
728
Middleton & Co
Massachusetts
$1.06M -$527K -5,136 -33%
CBU
729
CIBC Bank USA
Illinois
$1.05M -$33.3K -324 -3%
MYAM
730
Meiji Yasuda Asset Management
Japan
$1.05M +$159K +1,545 +18%
LBC
731
Lowe Brockenbrough & Co
Virginia
$1.05M -$12.3K -120 -1%
AP
732
Advisor Partners
California
$1.05M +$32.1K +313 +3%
KFS
733
KMS Financial Services
Washington
$1.04M -$21.3K -207 -2%
ECM
734
ETrade Capital Management
Virginia
$1.04M +$20.5K +200 +2%
FT
735
Fiduciary Trust
Massachusetts
$1.04M -$5.13K -50 -0.5%
WKWM
736
Walter & Keenan Wealth Management
Indiana
$1.04M – – –
VHAM
737
Van Hulzen Asset Management
California
$1.04M – – –
TCOV
738
Trust Company of Vermont
Vermont
$1.04M +$5.34K +52 +0.5%
JCM
739
Jag Capital Management
Missouri
$1.03M +$1.03M +10,075 New
RC
740
RBF Capital
California
$1.03M – – –
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$25.3K +246 +3%
PTC
742
Private Trust Company
Ohio
$1.02M -$92K -896 -8%
VIM
743
Veritas Investment Management
United Kingdom
$1.02M – – –
Parallax Volatility Advisers
744
Parallax Volatility Advisers
California
$1.01M -$764K -7,441 -43%
BCM
745
Bluefin Capital Management
New York
$1M +$645K +6,477 +182%
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$991K -$65.2K -635 -6%
CAM
747
CG Asset Management
New York
$988K +$110K +1,075 +13%
NIM
748
Nexus Investment Management
Ontario, Canada
$986K – – –
BFEC
749
Benjamin F. Edwards & Company
Missouri
$982K – – –
AC
750
Addenda Capital
Quebec, Canada
$969K +$48.6K +480 +5%
28 29
30
31 32