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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 %
RNS
776
Robert N. Shapiro
$1.1M -$45K -405 -4%
HA
777
Hamel Associates
New Jersey
$1.1M +$58.4K +525 +6%
LBC
778
Lowe Brockenbrough & Co
Virginia
$1.08M -$28.6K -257 -3%
FSC
779
Fiduciary Services Corp
Georgia
$1.06M +$234K +2,105 +28%
Parallax Volatility Advisers
780
Parallax Volatility Advisers
California
$1.05M -$3.9M -35,072 -79%
ADBIC
781
A.D. Beadell Investment Counsel
Wisconsin
$1.05M – – –
WA
782
Wealth Architects
California
$1.04M +$1.04M +9,360 New
FWM
783
Frontier Wealth Management
Missouri
$1.03M +$1.03M +9,285 New
MYLI
784
Meiji Yasuda Life Insurance
Japan
$1.01M -$11.1K -100 -1%
B
785
BancorpSouth
Mississippi
$994K +$55.3K +498 +6%
WS
786
Wedbush Securities
California
$993K +$33.1K +298 +3%
AP
787
Appleton Partners
Massachusetts
$990K +$752K +6,763 +316%
ECM
788
ETrade Capital Management
Virginia
$984K -$49.5K -445 -5%
FBT
789
Founders Bank & Trust
Michigan
$982K -$11K -99 -1%
NB
790
NBT Bank
New York
$980K -$11.1K -100 -1%
EWM
791
Elite Wealth Management
Washington
$980K +$207K +1,860 +27%
PCM
792
Parsons Capital Management
Rhode Island
$973K -$9.45K -85 -1%
LH
793
Lebenthal Holdings
New York
$964K +$964K +8,678 New
AI
794
Atria Investments
North Carolina
$961K +$43.1K +388 +5%
CIC
795
Carnegie Investment Counsel
Ohio
$954K +$12.8K +116 +1%
MC
796
Middleton & Co
Massachusetts
$953K -$106K -950 -10%
NIM
797
Nexus Investment Management
Ontario, Canada
$945K -$122K -1,100 -11%
CIP
798
Convergence Investment Partners
Florida
$945K +$31.4K +282 +3%
OMCS
799
Old Mutual Customised Solutions
South Africa
$945K +$145K +1,300 +18%
HT
800
HighTower Trust
Texas
$940K +$468K +4,213 +99%
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