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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
BIT
BlackRock Institutional Trust
California
+$193M
3
BA
BlackRock Advisors
Delaware
+$160M
4
SI
Sentry Investments
Ontario, Canada
+$142M
5
JHIU
Janus Henderson Investors US
Colorado
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$381M
2
HCM
Highfields Capital Management
Massachusetts
-$308M
3
Nomura Holdings
Nomura Holdings
Japan
-$269M
4
Deutsche Bank
Deutsche Bank
Germany
-$206M
5
American Century Companies
American Century Companies
Missouri
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
751
First Merchants Corp
Indiana
$841K -$25.8K -265 -3%
WA
752
WFG Advisors
Texas
$838K -$143K -1,467 -15%
CAM
753
CG Asset Management
New York
$832K -$375K -3,855 -31%
CYG
754
Clean Yield Group
Vermont
$832K – – –
CIC
755
Carnegie Investment Counsel
Ohio
$830K -$14.6K -150 -2%
FBNAT
756
FirstMerit Bank N.A. Trustee
Ohio
$830K +$25.1K +258 +3%
SIC
757
Shoker Investment Counsel
Ohio
$828K -$1.75K -18 -0.2%
PFS
758
Prospera Financial Services
Texas
$825K +$578K +6,148 +234%
Los Angeles Capital Management
759
Los Angeles Capital Management
California
$820K -$30.5M -313,073 -97%
BBA
760
BLB&B Advisors
Pennsylvania
$819K +$516K +5,302 +170%
ACM
761
Apex Capital Management
Ohio
$799K – – –
AL
762
Airain Ltd
Guernsey
$788K +$788K +8,095 New
CIP
763
Convergence Investment Partners
Florida
$778K +$30K +308 +4%
PMG
764
ProVise Management Group
Florida
$771K -$20.4K -209 -3%
EMG
765
Ellington Management Group
Connecticut
$760K +$760K +7,800 New
KB
766
Kimelman & Baird
New York
$759K – – –
FBT
767
First Bankers Trust
Kentucky
$755K -$14.1K -145 -2%
ICRM
768
Insight Capital Research & Management
California
$754K +$52.6K +540 +7%
CCG
769
Cypress Capital Group
Florida
$754K +$381K +3,912 +102%
UR
770
USCA RIA
Texas
$753K +$753K +7,733 New
FSC
771
Fiduciary Services Corp
Georgia
$749K +$54.6K +560 +8%
SIM
772
Spark Investment Management
New York
$749K +$749K +7,700 New
AW
773
ACG Wealth
Georgia
$745K -$2.73K -28 -0.4%
BAM
774
Burnham Asset Management
New York
$740K – – –
AI
775
Atria Investments
North Carolina
$738K -$140K -1,436 -16%
29 30
31
32 33