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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$306M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.77B
3
State Street
3
State Street
Massachusetts
$3.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
1
Maverick Capital
Texas
$0
2
O
2
OppenheimerFunds
New York
$221M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPRC
826
Indices-Pac Research Corporation
New Jersey
$478K +$478K +4,553 New
FA
827
FDx Advisors
Illinois
$473K -$38.3K -389 -7%
WCBA
828
Weaver C. Barksdale & Associates
Tennessee
$469K -$3.15K -30 -0.7%
BC
829
Banced Corp
Illinois
$465K -$121K -1,148 -21%
HFS
830
Haverford Financial Services
Pennsylvania
$457K +$2.52K +24 +0.6%
SYBT
831
Stock Yards Bank & Trust
Kentucky
$456K -$8.94K -85 -2%
ICAS
832
Investors Capital Advisory Services
Massachusetts
$454K -$92.9K -885 -17%
TCOTO
833
Trust Company of the Ozarks
Missouri
$452K – – –
HPBT
834
High Point Bank & Trust
North Carolina
$452K – – –
BSW
835
Buckingham Strategic Wealth
Missouri
$438K -$17K -162 -4%
NERM
836
New England Research & Management
Illinois
$431K +$431K +4,100 New
GLI
837
Guardian Life Insurance
New York
$428K -$475K -4,522 -53%
TCM
838
Tran Capital Management
California
$428K – – –
OCG
839
Opus Capital Group
Ohio
$428K – – –
HK
840
Horizon Kinetics
New York
$425K -$2.52K -24 -0.6%
FP
841
Foundry Partners
Minnesota
$423K +$423K +4,030 New
EWM
842
Edge Wealth Management
New York
$421K +$17.3K +165 +4%
FMLI
843
Fukoku Mutual Life Insurance
Japan
$420K -$52.5K -500 -11%
PCM
844
Parsons Capital Management
Rhode Island
$420K +$21.5K +204 +5%
CAG
845
Crestwood Advisors Group
Massachusetts
$419K +$87K +828 +26%
WMSA
846
Weiss Multi-Strategy Advisers
New York
$413K -$5.29M -50,370 -93%
WAM
847
Weatherly Asset Management
California
$413K -$78.9K -750 -16%
PWAP
848
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$408K +$5.25K +50 +1%
PAM
849
Princeton Alpha Management
New Jersey
$407K +$407K +3,874 New
CCG
850
Cypress Capital Group
Florida
$403K -$42.1K -400 -9%
32 33
34
35 36