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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 %
GIA
776
GHP Investment Advisors
Colorado
$700K -$15.6K -148 -2%
JA
777
JLB & Associates
Michigan
$692K +$14.7K +140 +2%
LWI
778
Long Wharf Investors
Massachusetts
$686K +$8.41K +80 +1%
RIA
779
Regal Investment Advisors
Michigan
$683K +$13.3K +127 +2%
ANBTV
780
American National Bank & Trust (Virginia)
Virginia
$680K -$35K -333 -5%
RIL
781
Rothschild Investment LLC
Illinois
$678K -$17.6K -167 -3%
DCM
782
Dynamic Capital Management
Jersey
$651K +$651K +6,200 New
LNC
783
Lincoln National Corp
Pennsylvania
$647K +$647K +6,100 New
ARMT
784
Amica Retiree Medical Trust
Rhode Island
$635K +$635K +6,043 New
1SB
785
1ST Source Bank
Indiana
$630K – – –
CA
786
Cornerstone Advisors
North Carolina
$630K +$630K +6,000 New
WRM
787
Westport Resources Management
Connecticut
$628K – – –
T
788
Thomaspartners
Massachusetts
$627K -$49M -466,444 -99%
GVT
789
Genesee Valley Trust
New York
$623K -$6.62K -63 -1%
UBV
790
United Bank (Virginia)
Virginia
$619K +$4.41K +42 +0.7%
SA
791
Strategic Advisors
New York
$609K +$5.25K +50 +0.9%
GIS
792
Guardian Investor Services
New York
$608K +$10.1K +96 +2%
SWM
793
SVA Wealth Management
Wisconsin
$608K +$608K +5,782 New
SAM
794
Symphony Asset Management
California
$605K +$605K +5,758 New
VAM
795
Visium Asset Management
New York
$601K -$3M -28,526 -83%
MHS
796
M Holdings Securities
Oregon
$601K +$601K +5,721 New
RCAG
797
Rehmann Capital Advisory Group
Michigan
$600K +$43.6K +415 +8%
CTA
798
Colonial Trust Advisors
South Carolina
$594K – – –
TCB
799
Texas Capital Bancshares
Texas
$589K -$59.9K -570 -9%
LSA
800
L & S Advisors
California
$586K +$586K +5,572 New
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