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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 %
FAAS
726
First Allied Advisory Services
California
$1.24M -$110K -1,131 -8%
HPIA
727
Hamilton Point Investment Advisors
North Carolina
$1.23M +$25.7K +265 +2%
QI
728
QS Investors
New York
$1.23M -$1.17M -12,066 -49%
IPC
729
Independent Portfolio Consultants
Florida
$1.22M +$176K +1,815 +17%
ITIM
730
Indiana Trust & Investment Management
Indiana
$1.22M -$5.81K -60 -0.5%
PAM
731
PartnerRe Asset Management
Connecticut
$1.22M -$212K -2,189 -15%
FC
732
FIC Capital
New York
$1.21M – – –
DPIM
733
Duff & Phelps Investment Management
Illinois
$1.21M – – –
AP
734
Advisor Partners
California
$1.21M +$195K +2,014 +19%
Bank of Nova Scotia
735
Bank of Nova Scotia
Ontario, Canada
$1.2M +$46K +475 +4%
HT
736
HighTower Trust
Texas
$1.2M +$375K +3,876 +45%
FT
737
Fiduciary Trust
Massachusetts
$1.2M +$199K +2,048 +20%
ANRIA
738
American National Registered Investment Advisor
Texas
$1.19M – – –
RWM
739
Rezny Wealth Management
Florida
$1.19M +$7.27K +75 +0.6%
JA
740
JLB & Associates
Michigan
$1.19M +$85.4K +881 +8%
Nomura Holdings
741
Nomura Holdings
Japan
$1.19M -$1.84M -18,822 -61%
PAM
742
Princeton Alpha Management
New Jersey
$1.18M -$1.01M -10,402 -46%
MNBTD
743
Moody National Bank Trust Division
Texas
$1.16M – – –
UR
744
USCA RIA
Texas
$1.15M +$4.55K +47 +0.4%
IG
745
ING Group
Netherlands
$1.14M -$3.18M -32,810 -74%
TNBTD
746
Trustmark National Bank Trust Department
Mississippi
$1.14M +$17K +175 +2%
RHDIC
747
R.H. Dinel Investment Counsel
California
$1.13M – – –
JG
748
Jefferies Group
New York
$1.13M -$2.9M -29,948 -72%
TCOV
749
Trust Company of Vermont
Vermont
$1.12M -$969 -10 -0.1%
BAM
750
Berkshire Asset Management
Pennsylvania
$1.12M +$99K +1,022 +10%
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30
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