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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 %
FSC
726
Fiduciary Services Corp
Georgia
$1.28M +$351K +3,622 +38%
BP
727
Ballentine Partners
Massachusetts
$1.27M -$14.1K -145 -1%
TCM
728
Telos Capital Management
California
$1.27M +$62.7K +647 +5%
AIP
729
Ameritas Investment Partners
Nebraska
$1.26M – – –
SFSG
730
Stearns Financial Services Group
North Carolina
$1.26M +$10.7K +110 +0.9%
BFM
731
Boston Financial Management
Massachusetts
$1.25M +$57.2K +590 +5%
SACTSONJ
732
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.25M – – –
CLOS
733
Compagnie Lombard Odier SCmA
Switzerland
$1.24M -$1.58M -16,309 -56%
RHFI
734
Reilly Herbert Faulkner III
$1.23M +$1.23M +12,630 New
ITIM
735
Indiana Trust & Investment Management
Indiana
$1.23M +$5.82K +60 +0.5%
BIC
736
Bridges Investment Counsel
Nebraska
$1.22M -$48.5K -500 -4%
SL
737
Summitry LLC
California
$1.22M -$11M -113,942 -90%
HFS
738
HL Financial Services
Kentucky
$1.21M +$15.8K +163 +1%
DPIM
739
Duff & Phelps Investment Management
Illinois
$1.21M -$68.8K -710 -5%
FC
740
FIC Capital
New York
$1.21M -$4.85K -50 -0.4%
HPIA
741
Hamilton Point Investment Advisors
North Carolina
$1.2M -$6.79K -70 -0.6%
B
742
BancorpSouth
Mississippi
$1.2M +$332K +3,423 +38%
ANRIA
743
American National Registered Investment Advisor
Texas
$1.19M -$49.8K -514 -4%
DCM
744
Dynamic Capital Management
Jersey
$1.19M +$1.19M +12,301 New
RWM
745
Rezny Wealth Management
Florida
$1.18M +$1.18M +12,215 New
PPSG
746
Princeton Portfolio Strategies Group
New Jersey
$1.18M +$19.4K +200 +2%
FAT
747
First American Trust
California
$1.18M -$80.3K -828 -6%
BFA
748
Bragg Financial Advisors
North Carolina
$1.17M +$206K +2,125 +21%
SI
749
Stephens Inc
Arkansas
$1.16M -$227K -2,339 -16%
Bank of Nova Scotia
750
Bank of Nova Scotia
Ontario, Canada
$1.16M -$4.36M -44,949 -79%
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