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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
801
JLB & Associates
Michigan
$693K – – –
Cohen & Steers
802
Cohen & Steers
New York
$688K -$1.81M -17,600 -72%
RCAG
803
Rehmann Capital Advisory Group
Michigan
$687K +$60.2K +586 +10%
GIA
804
GHP Investment Advisors
Colorado
$684K -$10.7K -104 -2%
LA
805
Lau Associates
Delaware
$680K – – –
TBNY
806
Trustco Bank (New York)
New York
$675K -$38.5K -375 -5%
PMG
807
ProVise Management Group
Florida
$673K -$139K -1,359 -17%
CB
808
Chemical Bank
Michigan
$665K -$34.9K -340 -5%
FWCM
809
Ferguson Wellman Capital Management
Oregon
$665K +$425K +4,144 +178%
WRM
810
Westport Resources Management
Connecticut
$659K -$24.5K -239 -4%
RIA
811
Regal Investment Advisors
Michigan
$659K +$5.13K +50 +0.8%
Northwestern Mutual Wealth Management
812
Northwestern Mutual Wealth Management
Wisconsin
$655K -$108K -1,056 -14%
IAS
813
IMA Advisory Services
Colorado
$652K -$114K -1,110 -15%
BCMU
814
BlueCrest Capital Management (UK)
Guernsey
$644K +$151K +1,466 +31%
UBV
815
United Bank (Virginia)
Virginia
$642K +$30K +292 +5%
GVT
816
Genesee Valley Trust
New York
$635K +$1.54K +15 +0.2%
AA
817
ALPS Advisors
Colorado
$632K +$16K +156 +3%
ICAS
818
Investors Capital Advisory Services
Massachusetts
$629K -$108K -1,058 -15%
PL
819
Perpetual Ltd
Australia
$623K +$103K +1,000 +20%
LWI
820
Long Wharf Investors
Massachusetts
$621K +$18.5K +180 +3%
ARMT
821
Amica Retiree Medical Trust
Rhode Island
$620K – – –
ONB
822
Old National Bancorp
Indiana
$617K +$617K +6,016 New
PAM
823
Princeton Alpha Management
New Jersey
$612K +$219K +2,132 +56%
SSWM
824
Smith Salley Wealth Management
North Carolina
$598K +$598K +5,830 New
ANBTV
825
American National Bank & Trust (Virginia)
Virginia
$595K -$63.3K -617 -10%
31 32
33
34 35