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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 %
CNFG
826
Creegan & Nassoura Financial Group
New Hampshire
$795K +$795K +7,154 New
MHS
827
M Holdings Securities
Oregon
$793K -$3K -27 -0.4%
SA
828
Strategic Advisors
New York
$789K +$261K +2,347 +49%
LSCM
829
LaSalle Street Capital Management
Illinois
$789K +$789K +7,100 New
RCAG
830
Rehmann Capital Advisory Group
Michigan
$782K +$52.4K +471 +7%
Connor, Clark & Lunn Investment Management (CC&L)
831
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$779K -$3.15M -28,300 -80%
ONB
832
Old National Bancorp
Indiana
$779K -$88.1K -792 -10%
TCOO
833
Trust Company of Oklahoma
Oklahoma
$772K -$1.11K -10 -0.1%
WIC
834
Woodmont Investment Counsel
Tennessee
$771K -$19.5K -175 -2%
CIS
835
Connors Investor Services
Pennsylvania
$743K – – –
GIA
836
GHP Investment Advisors
Colorado
$741K -$111K -1,002 -13%
CFB
837
Cullen/Frost Bankers
Texas
$735K +$258K +2,321 +54%
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$734K +$6.89K +62 +0.9%
EIP
839
Epoch Investment Partners
New York
$727K +$222K +1,995 +44%
GLRA
840
Gerald L. Ray & Associates
Texas
$725K +$103K +925 +17%
ANB
841
Amarillo National Bank
Texas
$722K -$49.3K -443 -6%
GVT
842
Genesee Valley Trust
New York
$722K +$17.2K +155 +2%
MCM
843
MAI Capital Management
Ohio
$718K +$488K +4,387 +212%
TBNY
844
Trustco Bank (New York)
New York
$706K -$5.56K -50 -0.8%
BSW
845
Buckingham Strategic Wealth
Missouri
$703K +$107K +960 +18%
EPM
846
Equitec Proprietary Markets
Illinois
$700K +$700K +6,293 New
EWMCB
847
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$698K +$698K +6,286 New
PL
848
Perpetual Ltd
Australia
$697K +$77.8K +700 +13%
FWCM
849
Ferguson Wellman Capital Management
Oregon
$691K – – –
SPC
850
Sigma Planning Corp
Michigan
$688K +$688K +6,190 New
32 33
34
35 36