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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 %
FCBT
751
First Citizens Bank & Trust
North Carolina
$1.12M +$895K +9,233 +401%
IAM
752
ICM Asset Management
Washington
$1.11M -$16.5K -170 -1%
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M +$3.88K +40 +0.4%
CFA
754
Carroll Financial Associates
North Carolina
$1.09M +$704K +7,269 +181%
AHS
755
Aspiriant Holdings S3
California
$1.07M -$370K -3,814 -26%
OWD
756
Osborn Williams & Donohoe
Ohio
$1.07M -$189K -2,000 -15%
CPO
757
Cerity Partners OCIO
New York
$1.06M +$5.04K +52 +0.5%
CK
758
Cohen Klingenstein
New York
$1.06M – – –
LOAMS
759
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.05M -$417K -4,298 -29%
CFB
760
Cullen/Frost Bankers
Texas
$1.04M +$76.8K +793 +8%
DBIA
761
Dumont & Blake Investment Advisors
New Jersey
$1.04M – – –
QC
762
Quadrature Capital
United Kingdom
$1.03M +$1.03M +10,600 New
MHIM
763
MacNealy Hoover Investment Management
Ohio
$1.02M +$97 +1 +0%
SIG
764
Schooner Investment Group
Pennsylvania
$1.02M -$679K -7,000 -40%
WS
765
Wedbush Securities
California
$1.02M +$26.6K +274 +3%
MSS
766
Mitchell Sinkler & Starr
Pennsylvania
$1.01M -$101K -1,045 -9%
POA
767
Pergamon Offshore Advisors
New York
$1.01M – – –
SFA
768
Sequoia Financial Advisors
Ohio
$1.01M +$24.7K +255 +3%
SA
769
Strategic Advisors
New York
$1.01M +$449K +4,629 +81%
CIA
770
Capital Investment Advisors
Georgia
$997K +$9.79K +101 +1%
Northwestern Mutual Wealth Management
771
Northwestern Mutual Wealth Management
Wisconsin
$989K +$92.6K +955 +10%
LH
772
Lebenthal Holdings
New York
$986K +$331K +3,437 +50%
LNWWM
773
Laird Norton Wetherby Wealth Management
California
$970K +$8.91K +92 +0.9%
LBC
774
Lowe Brockenbrough & Co
Virginia
$962K – – –
ADBIC
775
A.D. Beadell Investment Counsel
Wisconsin
$960K +$42.6K +440 +5%
29 30
31
32 33