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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
$2.95B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
Citadel Advisors
Florida
$163M
4
Parnassus Investments
Parnassus Investments
California
$386M
5
Prudential Financial
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$267M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
State Street
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIM
776
MacNealy Hoover Investment Management
Ohio
$1.02M +$97 +1 +0%
AP
777
Advisor Partners
California
$1.02M -$39.8K -411 -4%
POA
778
Pergamon Offshore Advisors
New York
$1.01M – – –
HT
779
HAP Trading
New York
$998K +$998K +10,290 New
PRCM
780
Pine River Capital Management
Minnesota
$998K +$998K +10,300 New
FT
781
Fiduciary Trust
Massachusetts
$997K +$4.85K +50 +0.5%
WS
782
Wedbush Securities
California
$989K +$123K +1,272 +14%
CIA
783
Capital Investment Advisors
Georgia
$987K -$12K -124 -1%
Two Sigma Advisers
784
Two Sigma Advisers
New York
$986K +$986K +10,167 New
SFA
785
Sequoia Financial Advisors
Ohio
$981K +$981K +10,122 New
VHAM
786
Van Hulzen Asset Management
California
$970K -$504K -5,200 -34%
RC
787
RBF Capital
California
$969K – – –
CFB
788
Cullen/Frost Bankers
Texas
$963K +$322K +3,327 +50%
LNWWM
789
Laird Norton Wetherby Wealth Management
California
$962K -$6.89K -71 -0.7%
LBC
790
Lowe Brockenbrough & Co
Virginia
$962K +$23.3K +240 +2%
HA
791
Hamel Associates
New Jersey
$956K – – –
BBA
792
BLB&B Advisors
Pennsylvania
$953K +$148K +1,527 +18%
FMC
793
First Merchants Corp
Indiana
$940K -$17.9K -185 -2%
BMCMI
794
Bryn Mawr Capital Management Inc
Pennsylvania
$940K +$940K +9,700 New
ST
795
Smithfield Trust
Pennsylvania
$926K -$58.9K -608 -6%
ADBIC
796
A.D. Beadell Investment Counsel
Wisconsin
$918K +$4.85K +50 +0.5%
FIM
797
Fernwood Investment Management
Massachusetts
$905K -$252K -2,600 -22%
GACM
798
Green Arrow Capital Management
New York
$900K +$900K +9,287 New
Northwestern Mutual Wealth Management
799
Northwestern Mutual Wealth Management
Wisconsin
$896K -$74.1K -764 -8%
PCM
800
Parsons Capital Management
Rhode Island
$878K +$29.1K +300 +3%
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