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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 %
ITIM
726
Indiana Trust & Investment Management
Indiana
$1.4M +$8.34K +75 +0.6%
FC
727
FIC Capital
New York
$1.4M -$2.78K -25 -0.2%
SCM
728
Stellar Capital Management
Arizona
$1.4M -$52.2K -470 -4%
HPIA
729
Hamilton Point Investment Advisors
North Carolina
$1.39M +$37.8K +340 +3%
TCM
730
Telos Capital Management
California
$1.38M -$334 -3 -0%
HFS
731
HL Financial Services
Kentucky
$1.37M +$24.6K +221 +2%
BFM
732
Boston Financial Management
Massachusetts
$1.37M -$30.6K -275 -2%
BAM
733
Berkshire Asset Management
Pennsylvania
$1.36M -$97.6K -878 -7%
SC
734
Saiers Capital
New York
$1.36M +$1.36M +12,200 New
UR
735
USCA RIA
Texas
$1.35M +$446K +4,012 +49%
BFEC
736
Benjamin F. Edwards & Company
Missouri
$1.34M +$311K +2,800 +30%
PPSG
737
Princeton Portfolio Strategies Group
New Jersey
$1.33M -$728K -6,544 -35%
FIM
738
Fernwood Investment Management
Massachusetts
$1.33M +$1.33M +11,935 New
LWCFA
739
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M +$679K +6,110 +106%
MNBTD
740
Moody National Bank Trust Division
Texas
$1.31M -$45K -405 -3%
IAM
741
ICM Asset Management
Washington
$1.31M +$35K +315 +3%
VSWA
742
Vontobel Swiss Wealth Advisors
Switzerland
$1.3M +$1.3M +11,727 New
FAAS
743
First Allied Advisory Services
California
$1.3M +$323K +2,912 +33%
VAM
744
Visium Asset Management
New York
$1.27M -$323K -2,900 -20%
TCOV
745
Trust Company of Vermont
Vermont
$1.26M +$113K +1,014 +10%
NERM
746
New England Research & Management
Illinois
$1.26M +$97.3K +875 +8%
MSS
747
Mitchell Sinkler & Starr
Pennsylvania
$1.25M – – –
RJFSA
748
Raymond James Financial Services Advisors
Florida
$1.24M +$4.11K +37 +0.3%
IPC
749
Independent Portfolio Consultants
Florida
$1.22M +$602K +5,415 +97%
CK
750
Cohen Klingenstein
New York
$1.22M – – –
28 29
30
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