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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 %
MNBTD
751
Moody National Bank Trust Division
Texas
$1.16M +$15.2K +157 +1%
AC
752
Alley Company
Illinois
$1.15M +$1.15M +11,867 New
WSTAM
753
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M -$78.8K -813 -6%
UR
754
USCA RIA
Texas
$1.15M -$35.9K -370 -3%
FA
755
FDx Advisors
Illinois
$1.14M -$544K -5,629 -32%
RHDIC
756
R.H. Dinel Investment Counsel
California
$1.13M -$199K -2,050 -15%
CT
757
Cambridge Trust
Massachusetts
$1.13M -$5.67M -58,405 -83%
IAM
758
ICM Asset Management
Washington
$1.12M -$18.4K -190 -2%
TCOV
759
Trust Company of Vermont
Vermont
$1.12M +$19.5K +201 +2%
TNBTD
760
Trustmark National Bank Trust Department
Mississippi
$1.12M +$146K +1,510 +15%
MSS
761
Mitchell Sinkler & Starr
Pennsylvania
$1.11M +$19.4K +200 +2%
VNA
762
Valley National Advisers
Pennsylvania
$1.11M +$35.7K +368 +3%
QT
763
Quantbot Technologies
New York
$1.11M +$1.11M +11,471 New
JA
764
JLB & Associates
Michigan
$1.1M +$303K +3,121 +38%
LWCFA
765
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M -$54.8K -565 -5%
CK
766
Cohen Klingenstein
New York
$1.06M -$1.45K -15 -0.1%
CPO
767
Cerity Partners OCIO
New York
$1.06M +$5.04K +52 +0.5%
VKH
768
Virtu KCG Holdings
New York
$1.05M -$691K -7,126 -40%
VIP
769
Vantage Investment Partners
Missouri
$1.05M -$2.4M -24,776 -70%
IPC
770
Independent Portfolio Consultants
Florida
$1.05M -$19.7K -203 -2%
Fuller & Thaler Asset Management
771
Fuller & Thaler Asset Management
California
$1.05M -$271K -2,800 -21%
DBIA
772
Dumont & Blake Investment Advisors
New Jersey
$1.04M -$3.39K -35 -0.3%
H
773
Hexavest
Quebec, Canada
$1.03M +$25.5K +263 +3%
RJFSA
774
Raymond James Financial Services Advisors
Florida
$1.03M -$51.9K -535 -5%
BAM
775
Berkshire Asset Management
Pennsylvania
$1.02M -$165K -1,703 -14%
29 30
31
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