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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
$2.65B
2
BIT
BlackRock Institutional Trust
California
$2.05B
3
BA
BlackRock Advisors
Delaware
$663M
4
SI
Sentry Investments
Ontario, Canada
$209M
5
JHIU
Janus Henderson Investors US
Colorado
$153M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$776M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
American Century Companies
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
776
Great Lakes Advisors
Illinois
$738K +$84.5K +867 +13%
PAI
777
Pittenger & Anderson Inc
Nebraska
$731K +$4.87K +50 +0.7%
UM
778
Ulysses Management
New York
$730K – – –
SWM
779
SVA Wealth Management
Wisconsin
$729K +$166K +1,708 +30%
IAS
780
IMA Advisory Services
Colorado
$726K +$1.95K +20 +0.3%
Northwestern Mutual Wealth Management
781
Northwestern Mutual Wealth Management
Wisconsin
$724K +$35.8K +368 +5%
1SB
782
1ST Source Bank
Indiana
$704K +$120K +1,238 +21%
ICAS
783
Investors Capital Advisory Services
Massachusetts
$700K +$279K +2,867 +66%
WIC
784
Woodmont Investment Counsel
Tennessee
$694K +$12.2K +125 +2%
BFA
785
Bragg Financial Advisors
North Carolina
$685K +$26.4K +271 +4%
TBNY
786
Trustco Bank (New York)
New York
$677K -$19.5K -200 -3%
CIM
787
Calvert Investment Management
Maryland
$674K -$13.6K -140 -2%
CB
788
Chemical Bank
Michigan
$664K -$13.1K -135 -2%
ACH
789
ArrowMark Colorado Holdings
Colorado
$664K – – –
GIA
790
GHP Investment Advisors
Colorado
$659K +$10.1K +104 +2%
JA
791
JLB & Associates
Michigan
$657K +$16K +165 +3%
WRM
792
Westport Resources Management
Connecticut
$648K +$66.2K +680 +11%
LA
793
Lau Associates
Delaware
$645K -$38.9K -400 -6%
RIL
794
Rothschild Investment LLC
Illinois
$628K – – –
LNC
795
Lincoln National Corp
Pennsylvania
$627K +$33.1K +340 +6%
ANBTV
796
American National Bank & Trust (Virginia)
Virginia
$625K -$4.87K -50 -0.8%
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$624K -$99.8K -1,025 -14%
RIA
798
Regal Investment Advisors
Michigan
$621K -$12.4K -127 -2%
CG
799
Clinton Group
New York
$621K +$621K +6,375 New
PCM
800
Parsons Capital Management
Rhode Island
$607K +$218K +2,246 +56%
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