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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.65B
2
BIT
BlackRock Institutional Trust
California
$2.05B
3
BA
BlackRock Advisors
Delaware
$663M
4
SI
Sentry Investments
Ontario, Canada
$209M
5
JHIU
Janus Henderson Investors US
Colorado
$153M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$776M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
American Century Companies
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
851
Cullen/Frost Bankers
Texas
$409K -$48.8K -500 -11%
BSW
852
Buckingham Strategic Wealth
Missouri
$406K – – –
NGA
853
Naples Global Advisors
Florida
$404K +$120K +1,231 +42%
ICOA
854
Investment Centers of America
North Dakota
$403K +$403K +4,424 New
HFS
855
Haverford Financial Services
Pennsylvania
$400K -$23.2K -239 -5%
TCM
856
Tran Capital Management
California
$396K – – –
GLI
857
Guardian Life Insurance
New York
$392K -$5.06K -52 -1%
FMLI
858
Fukoku Mutual Life Insurance
Japan
$390K – – –
JT
859
Jump Trading
Illinois
$389K +$165K +1,695 +74%
HK
860
Horizon Kinetics
New York
$388K -$5.35K -55 -1%
BC
861
Banced Corp
Illinois
$385K -$46K -472 -11%
WAM
862
Weatherly Asset Management
California
$382K – – –
IPC
863
Independent Portfolio Consultants
Florida
$376K -$109K -1,125 -23%
FB
864
Fulton Bank
Pennsylvania
$374K +$46.3K +475 +14%
PAM
865
Princeton Alpha Management
New Jersey
$373K -$3.99K -41 -1%
CA
866
Cetera Advisors
Colorado
$371K +$43.5K +448 +13%
VNB
867
Valley National Bancorp
New York
$370K – – –
JFGIW
868
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366K – – –
VWM
869
Vector Wealth Management
Minnesota
$366K – – –
PWAP
870
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$364K -$14.6K -150 -4%
EA
871
Emerald Advisers
Pennsylvania
$362K +$362K +3,713 New
HB
872
Homrich & Berg
Georgia
$361K +$4.19K +43 +1%
WSCM
873
Wellington Shields Capital Management
New York
$352K +$19.5K +200 +6%
BDF
874
Balasa Dinverno & Foltz
$351K +$3.89K +40 +1%
1IA
875
1834 Investment Advisors
Wisconsin
$349K +$39K +400 +13%
33 34
35
36 37