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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 %
MGIA
801
Moneta Group Investment Advisors
Missouri
$604K +$342K +3,510 +130%
ANB
802
Amarillo National Bank
Texas
$601K -$266K -2,725 -31%
GVT
803
Genesee Valley Trust
New York
$601K +$23.2K +238 +4%
HT
804
HighTower Trust
Texas
$600K +$600K +6,165 New
RCAG
805
Rehmann Capital Advisory Group
Michigan
$594K +$38.6K +397 +7%
ARMT
806
Amica Retiree Medical Trust
Rhode Island
$588K – – –
AA
807
ALPS Advisors
Colorado
$584K +$584K +6,000 New
UBV
808
United Bank (Virginia)
Virginia
$581K +$6.82K +70 +1%
LWI
809
Long Wharf Investors
Massachusetts
$571K -$64.2K -660 -10%
SA
810
Strategic Advisors
New York
$560K -$4.87K -50 -0.9%
BWAM
811
Boyd Watterson Asset Management
Ohio
$559K -$517K -5,312 -48%
SOAMC
812
Spirit of America Management Corp
New York
$558K +$558K +5,726 New
CIM
813
CenturyLink Investment Management
Colorado
$548K +$548K +5,623 New
MWAC
814
Mariner Wealth Advisors (Cincinnati)
Ohio
$546K +$103K +1,058 +23%
SGH
815
Schonfeld Group Holdings
New York
$545K +$545K +5,600 New
CTA
816
Colonial Trust Advisors
South Carolina
$544K -$6.04K -62 -1%
MHS
817
M Holdings Securities
Oregon
$541K -$15.9K -163 -3%
GIS
818
Guardian Investor Services
New York
$537K -$27K -277 -5%
TCB
819
Texas Capital Bancshares
Texas
$528K -$17.6K -181 -3%
CBN
820
Cadence Bank NA
Texas
$528K -$877 -9 -0.2%
BCM
821
Brown Capital Management
Maryland
$528K – – –
T
822
Thomaspartners
Massachusetts
$523K -$57.2K -588 -10%
ISL
823
Ingalls & Snyder LLC
New York
$522K -$9.73K -100 -2%
GLRA
824
Gerald L. Ray & Associates
Texas
$517K – – –
KWMG
825
King Wealth Management Group
Florida
$507K -$716K -7,350 -59%
31 32
33
34 35