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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
Citadel Advisors
Florida
$163M
4
Parnassus Investments
Parnassus Investments
California
$386M
5
Prudential Financial
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$267M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
State Street
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
801
Convergence Investment Partners
Florida
$874K +$50.4K +520 +6%
QAM
802
Quantres Asset Management
Cayman Islands
$872K +$872K +9,000 New
LOCC
803
Lombard Odier & Cie (Canada)
Quebec, Canada
$865K -$589K -6,075 -41%
NB
804
NBT Bank
New York
$865K +$11.4K +118 +1%
LNC
805
Lincoln National Corp
Pennsylvania
$860K +$58.6K +605 +7%
GLA
806
Great Lakes Advisors
Illinois
$854K -$374K -3,857 -30%
JIM
807
Jupiter Investment Management
United Kingdom
$843K -$155K -1,600 -16%
BLAM
808
Bourne Lent Asset Management
New York
$841K +$841K +8,675 New
ECM
809
ETrade Capital Management
Virginia
$840K -$18.7K -193 -2%
CIC
810
Carnegie Investment Counsel
Ohio
$839K +$5.12K +53 +0.6%
HT
811
HighTower Trust
Texas
$829K +$9.69K +100 +1%
NIM
812
Nexus Investment Management
Ontario, Canada
$824K – – –
PS
813
Pensionfund Sabic
Netherlands
$819K +$819K +8,450 New
SCM
814
Schnieders Capital Management
California
$815K +$256K +2,640 +46%
PFS
815
Prospera Financial Services
Texas
$809K +$58.6K +626 +8%
FWM
816
Frontier Wealth Management
Missouri
$808K -$91.7K -946 -10%
GCA
817
Gideon Capital Advisors
New York
$807K +$620K +6,396 +332%
WFG
818
Wills Financial Group
Virginia
$802K +$802K +8,279 New
BWM
819
Biltmore Wealth Management
Arizona
$793K -$2.91K -30 -0.4%
CB
820
Chemical Bank
Michigan
$792K +$51.4K +530 +7%
PIM
821
Progressive Investment Management
Oregon
$789K -$6.54M -67,472 -89%
GWCM
822
Godshalk Welsh Capital Management
Pennsylvania
$787K +$9.69K +100 +1%
NPC
823
National Planning Corporation
California
$784K -$253K -2,524 -24%
ACM
824
Apex Capital Management
Ohio
$783K – – –
BIM
825
Bridges Investment Management
Nebraska
$778K -$980K -10,100 -56%
31 32
33
34 35