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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.9M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$59.2M
5
HCM
Herndon Capital Management
Georgia
+$49.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
2
State Street
State Street
Massachusetts
-$139M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$119M
4
Citadel Advisors
Citadel Advisors
Florida
-$81M
5
PP
Prudential plc
United Kingdom
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
801
Bridges Investment Counsel
Nebraska
$787K -$436K -4,500 -36%
GWCM
802
Godshalk Welsh Capital Management
Pennsylvania
$787K – – –
CB
803
Chemical Bank
Michigan
$786K -$6.5K -67 -0.8%
ACM
804
Apex Capital Management
Ohio
$783K – – –
CL
805
CPWM LLC
Washington
$777K +$175K +1,802 +29%
FWM
806
Frontier Wealth Management
Missouri
$770K -$38.5K -397 -5%
FBT
807
First Bankers Trust
Kentucky
$769K – – –
BWM
808
Biltmore Wealth Management
Arizona
$768K -$25.2K -260 -3%
GVT
809
Genesee Valley Trust
New York
$766K +$115K +1,187 +18%
PIM
810
Profit Investment Management
Maryland
$763K -$2.47M -25,500 -76%
KB
811
Kimelman & Baird
New York
$763K +$7.76K +80 +1%
CBU
812
CIBC Bank USA
Illinois
$763K +$9.21K +95 +1%
LGC
813
Laurel Grove Capital
California
$756K +$84.8K +875 +13%
TCB
814
Texas Capital Bancshares
Texas
$750K +$192K +1,982 +34%
NPC
815
National Planning Corporation
California
$746K -$60.5K -587 -7%
LCM
816
Liberty Capital Management
Michigan
$741K +$2.42K +25 +0.3%
FNB
817
Farmers National Bank
Kentucky
$734K -$7.27K -75 -1%
SPC
818
Sigma Planning Corp
Michigan
$734K +$22.1K +228 +3%
FMC
819
First Merchants Corp
Indiana
$732K -$209K -2,159 -22%
SIC
820
Shoker Investment Counsel
Ohio
$732K -$24.9K -257 -3%
MWM
821
Mission Wealth Management
California
$727K +$727K +7,498 New
MCM
822
Monarch Capital Management
Indiana
$726K +$291 +3 +0%
CCG
823
Cypress Capital Group
Florida
$725K -$2.81K -29 -0.4%
AI
824
Atria Investments
North Carolina
$720K -$17.4K -179 -2%
BIM
825
Bridges Investment Management
Nebraska
$718K -$60.2K -620 -8%
31 32
33
34 35