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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 %
H
776
Hexavest
Quebec, Canada
$926K -$105K -1,082 -10%
LNC
777
Lincoln National Corp
Pennsylvania
$926K +$60.7K +622 +7%
YL
778
YCG LLC
Texas
$925K -$398K -4,105 -30%
BBA
779
BLB&B Advisors
Pennsylvania
$919K -$33.7K -348 -4%
WSTAM
780
Wilbanks Smith & Thomas Asset Management
Virginia
$907K -$238K -2,455 -21%
CAG
781
Crestwood Advisors Group
Massachusetts
$906K +$595K +6,143 +192%
FIM
782
Fernwood Investment Management
Massachusetts
$905K – – –
WA
783
Wealth Architects
California
$904K +$565K +5,832 +167%
CIP
784
Convergence Investment Partners
Florida
$897K +$23K +237 +3%
SAM
785
Symphony Asset Management
California
$897K +$242K +2,501 +37%
CG
786
Colony Group
Massachusetts
$893K +$827K +8,539 +1,261%
WFG
787
Wills Financial Group
Virginia
$891K +$88.9K +918 +11%
BMCMI
788
Bryn Mawr Capital Management Inc
Pennsylvania
$882K -$58.2K -600 -6%
GLA
789
Great Lakes Advisors
Illinois
$880K +$26.4K +273 +3%
BLAM
790
Bourne Lent Asset Management
New York
$880K +$39.7K +410 +5%
ST
791
Smithfield Trust
Pennsylvania
$878K -$48.4K -500 -5%
PCM
792
Parsons Capital Management
Rhode Island
$868K -$9.69K -100 -1%
SCM
793
Schnieders Capital Management
California
$854K +$38.8K +400 +5%
PFS
794
Prospera Financial Services
Texas
$845K +$35.1K +375 +4%
NB
795
NBT Bank
New York
$836K -$29.5K -304 -3%
NIM
796
Nexus Investment Management
Ontario, Canada
$824K – – –
PS
797
Pensionfund Sabic
Netherlands
$819K – – –
CIC
798
Carnegie Investment Counsel
Ohio
$810K -$32.1K -331 -4%
IC
799
Intersect Capital
California
$791K +$204K +2,110 +35%
ECM
800
ETrade Capital Management
Virginia
$789K -$50.2K -518 -6%
30 31
32
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