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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
801
BLB&B Advisors
Pennsylvania
$923K +$34.9K +314 +4%
LNC
802
Lincoln National Corp
Pennsylvania
$919K +$89.5K +805 +11%
JA
803
JLB & Associates
Michigan
$919K +$202K +1,819 +28%
WA
804
WFG Advisors
Texas
$913K -$112K -1,008 -11%
BWM
805
Biltmore Wealth Management
Arizona
$913K +$913K +8,214 New
IH
806
IFC Holdings
Florida
$907K -$21.2K -190 -2%
N
807
Natixis
France
$905K -$1.56M -14,058 -63%
ACM
808
Apex Capital Management
Ohio
$898K – – –
SIC
809
Shoker Investment Counsel
Ohio
$896K -$50.7K -456 -5%
PFS
810
Prospera Financial Services
Texas
$892K -$1.56K -14 -0.2%
GWCM
811
Godshalk Welsh Capital Management
Pennsylvania
$892K +$892K +8,023 New
CNC
812
Citizens & Northern Corp
Pennsylvania
$886K -$913K -8,213 -51%
FBT
813
First Bankers Trust
Kentucky
$882K +$8.89K +80 +1%
BAM
814
Burnham Asset Management
New York
$878K +$22.2K +200 +3%
KB
815
Kimelman & Baird
New York
$866K – – –
NIMI
816
Natixis Investment Managers International
France
$866K +$866K +7,787 New
LCM
817
Liberty Capital Management
Michigan
$862K -$133K -1,195 -13%
ICRM
818
Insight Capital Research & Management
California
$852K -$5.44K -49 -0.6%
FNB
819
Farmers National Bank
Kentucky
$851K +$851K +7,652 New
CB
820
Chemical Bank
Michigan
$850K +$128K +1,150 +18%
FBNAT
821
FirstMerit Bank N.A. Trustee
Ohio
$847K -$98.9K -890 -10%
PWMAG
822
Pinnacle Wealth Management Advisory Group
New Jersey
$846K +$846K +7,614 New
FT
823
Fiduciary Trust
Massachusetts
$838K -$31.6K -386 -4%
CCG
824
Cypress Capital Group
Florida
$816K -$20.5K -184 -2%
MCM
825
Monarch Capital Management
Indiana
$810K -$106K -950 -12%
31 32
33
34 35