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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
1
Nomura Holdings
Japan
$306M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.77B
3
State Street
3
State Street
Massachusetts
$3.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
1
Maverick Capital
Texas
$0
2
O
2
OppenheimerFunds
New York
$221M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
801
Analytic Investors
California
$585K -$13.3M -126,431 -96%
ISL
802
Ingalls & Snyder LLC
New York
$574K – – –
BCM
803
Brown Capital Management
Maryland
$570K – – –
CBN
804
Cadence Bank NA
Texas
$570K +$36.6K +349 +7%
ACI
805
Alpha Cubed Investments
California
$564K +$564K +5,370 New
AC
806
Addenda Capital
Quebec, Canada
$561K +$218K +2,125 +64%
GLRA
807
Gerald L. Ray & Associates
Texas
$557K – – –
LC
808
Lubar & Co
Wisconsin
$538K – – –
NSIM
809
North Star Investment Management
Illinois
$536K – – –
IIM
810
Intact Investment Management
Quebec, Canada
$525K -$105K -1,000 -17%
IPC
811
Independent Portfolio Consultants
Florida
$525K +$118K +1,125 +29%
TCOO
812
Trust Company of Oklahoma
Oklahoma
$522K +$58.8K +560 +13%
GC
813
Grimes & Company
Massachusetts
$518K -$5.68M -54,051 -92%
BCM
814
Buckhead Capital Management
Georgia
$518K – – –
MBT
815
Monroe Bank & Trust
Michigan
$511K -$20.9K -199 -4%
WIL
816
Winifred I. Li
$511K +$210 +2 +0%
SCIA
817
Sanibel Captiva Investment Advisers
Illinois
$503K – – –
PL
818
Parkwood LLC
Ohio
$502K +$502K +4,773 New
HCM
819
Highlander Capital Management
New Jersey
$497K +$21K +200 +4%
CFB
820
Cullen/Frost Bankers
Texas
$494K +$28.9K +275 +6%
CK
821
Carnick & Kubik
Colorado
$493K -$3.68K -35 -0.7%
P
822
Pitcairn
Pennsylvania
$491K -$2.62K -25 -0.5%
TNBTD
823
Trustmark National Bank Trust Department
Mississippi
$491K – – –
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$482K +$323K +3,080 +204%
MWAC
825
Mariner Wealth Advisors (Cincinnati)
Ohio
$478K +$21K +200 +5%
31 32
33
34 35