UPS icon

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 %
CPO
751
Cerity Partners OCIO
New York
$1.21M +$14.7K +132 +1%
DBIA
752
Dumont & Blake Investment Advisors
New Jersey
$1.2M -$2.78K -25 -0.2%
AP
753
Advisor Partners
California
$1.19M +$79.1K +724 +7%
HAG
754
HighPoint Advisor Group
Illinois
$1.18M +$1.18M +11,605 New
MHIM
755
MacNealy Hoover Investment Management
Ohio
$1.17M -$33.2K -299 -3%
VNA
756
Valley National Advisers
Pennsylvania
$1.17M +$1.17M +11,102 New
AC
757
Addenda Capital
Quebec, Canada
$1.16M +$421K +5,551 +57%
POA
758
Pergamon Offshore Advisors
New York
$1.16M +$1.16M +10,404 New
DAS
759
Dynamic Advisor Solutions
Arizona
$1.15M -$256K -2,300 -18%
H
760
Hexavest
Quebec, Canada
$1.15M – – –
CIA
761
Capital Investment Advisors
Georgia
$1.15M -$30.5K -274 -3%
JIM
762
Jupiter Investment Management
United Kingdom
$1.15M -$723K -6,500 -39%
ST
763
Smithfield Trust
Pennsylvania
$1.13M -$287K -2,582 -20%
SWM
764
SVA Wealth Management
Wisconsin
$1.13M +$110K +992 +11%
NPC
765
National Planning Corporation
California
$1.12M -$348K -3,208 -24%
NIT
766
NumerixS Investment Technologies
British Columbia, Canada
$1.12M +$1.12M +10,061 New
CBU
767
CIBC Bank USA
Illinois
$1.12M -$28.9K -260 -3%
TNBTD
768
Trustmark National Bank Trust Department
Mississippi
$1.12M +$197K +1,775 +21%
RC
769
RBF Capital
California
$1.11M – – –
Northwestern Mutual Wealth Management
770
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$156K +1,402 +16%
MFS
771
McNamara Financial Services
Massachusetts
$1.11M +$1.11M +10,000 New
HIM
772
Hutchens Investment Management
New Hampshire
$1.11M +$1.11M +10,000 New
LNWWM
773
Laird Norton Wetherby Wealth Management
California
$1.11M +$38.6K +347 +4%
BFA
774
Bragg Financial Advisors
North Carolina
$1.1M +$248K +2,235 +29%
FMC
775
First Merchants Corp
Indiana
$1.1M -$66.7K -600 -6%
29 30
31
32 33