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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 %
CA
826
Cetera Advisors
Colorado
$711K +$219K +2,240 +44%
RCAG
827
Rehmann Capital Advisory Group
Michigan
$710K +$34.1K +352 +5%
BAM
828
Burnham Asset Management
New York
$708K -$48K -495 -6%
CNAM
829
Campbell Newman Asset Management
Wisconsin
$702K -$8.53M -87,990 -92%
WSCM
830
Wellington Shields Capital Management
New York
$699K +$365K +3,763 +109%
W
831
Wealthfront
California
$698K +$298K +3,071 +74%
RA
832
Rational Advisors
New York
$697K +$678K +7,000 +3,646%
MBT
833
Monroe Bank & Trust
Michigan
$690K -$26.8K -276 -4%
CNFG
834
Creegan & Nassoura Financial Group
New Hampshire
$689K +$97 +1 +0%
LSCM
835
LaSalle Street Capital Management
Illinois
$688K – – –
DBT
836
Dubuque Bank & Trust
Iowa
$679K +$647K +6,682 +2,037%
ACH
837
ArrowMark Colorado Holdings
Colorado
$678K +$678K +7,000 New
WIC
838
Woodmont Investment Counsel
Tennessee
$667K -$19.4K -200 -3%
MC
839
Middleton & Co
Massachusetts
$656K -$87.2K -900 -12%
EIP
840
Epoch Investment Partners
New York
$655K +$6.88K +71 +1%
CLOS
841
Compagnie Lombard Odier SCmA
Switzerland
$654K -$583K -6,016 -47%
GLRA
842
Gerald L. Ray & Associates
Texas
$654K +$1.94K +20 +0.3%
BAS
843
Brown Advisory Securities
Maryland
$645K -$1.84K -19 -0.3%
TFA
844
Transamerica Financial Advisors
Florida
$645K +$7.28K +75 +1%
PP
845
Paloma Partners
Connecticut
$642K -$1.94M -20,028 -75%
PIM
846
Progressive Investment Management
Oregon
$640K -$149K -1,537 -19%
CIM
847
CenturyLink Investment Management
Colorado
$638K -$12.8K -132 -2%
PL
848
Perpetual Ltd
Australia
$637K +$29.1K +300 +5%
ANB
849
Amarillo National Bank
Texas
$628K -$43.8K -452 -7%
PRCM
850
Pine River Capital Management
Minnesota
$627K -$371K -3,826 -37%
32 33
34
35 36