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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 %
UM
751
Ulysses Management
New York
$788K +$788K +7,500 New
PAI
752
Pittenger & Anderson Inc
Nebraska
$783K +$783K +7,452 New
IAS
753
IMA Advisory Services
Colorado
$782K -$354K -3,370 -31%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$781K -$504K -4,795 -39%
WS
755
Wedbush Securities
California
$775K +$44.6K +425 +6%
BA
756
Boston Advisors
Massachusetts
$772K -$56.6K -539 -7%
FBT
757
Founders Bank & Trust
Michigan
$767K +$39.5K +421 +5%
GAM
758
Gotham Asset Management
New York
$764K -$699K -6,650 -48%
ICRM
759
Insight Capital Research & Management
California
$757K +$2.94K +28 +0.4%
TBNY
760
Trustco Bank (New York)
New York
$751K +$5.25K +50 +0.7%
FSC
761
Fiduciary Services Corp
Georgia
$749K -$1.05K -10 -0.1%
ACI
762
Advance Capital I
Michigan
$745K – – –
Northwestern Mutual Wealth Management
763
Northwestern Mutual Wealth Management
Wisconsin
$743K +$96.8K +921 +15%
CIM
764
Calvert Investment Management
Maryland
$742K +$10.8K +103 +1%
GF
765
Gerstein Fisher
New York
$741K +$741K +3,852 New
LA
766
Lau Associates
Delaware
$738K – – –
WIC
767
Woodmont Investment Counsel
Tennessee
$735K -$18.4K -175 -2%
TCM
768
Twin Capital Management
Pennsylvania
$733K -$42K -400 -5%
CB
769
Chemical Bank
Michigan
$731K -$67.1K -638 -8%
ECM
770
Endex Capital Management
Kansas
$718K – – –
ACH
771
ArrowMark Colorado Holdings
Colorado
$716K – – –
NCMG
772
NCM Capital Management Group
North Carolina
$715K +$715K +6,800 New
SRC
773
Shufro Rose & Co
New York
$712K -$10.5K -100 -1%
BFA
774
Bragg Financial Advisors
North Carolina
$711K +$89.4K +850 +14%
GLA
775
Great Lakes Advisors
Illinois
$705K -$179K -1,705 -20%
29 30
31
32 33