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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
$2.18B
3
TIM
Thornburg Investment Management
New Mexico
$183M
4
State Street
State Street
Massachusetts
$3.3B
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.27B

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$20M
2
BA
BlackRock Advisors
Delaware
$652M
3
Capital Research Global Investors
Capital Research Global Investors
California
$932M
4
JHIU
Janus Henderson Investors US
Colorado
$118M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
851
Paradigm Asset Management
New York
$684K -$434K -3,900 -39%
WMSA
852
Weiss Multi-Strategy Advisers
New York
$677K -$3.77M -33,912 -85%
CL
853
CPWM LLC
Washington
$676K +$1.67K +15 +0.2%
ARMT
854
Amica Retiree Medical Trust
Rhode Island
$672K – – –
TFA
855
Transamerica Financial Advisors
Florida
$669K +$105K +940 +19%
SFT
856
Simmons First Trust
Arkansas
$664K +$664K +5,974 New
WRM
857
Westport Resources Management
Connecticut
$653K -$112K -1,007 -15%
TNB
858
Thomasville National Bank
Georgia
$649K +$203K +1,821 +45%
SCM
859
Schnieders Capital Management
California
$642K +$126K +1,130 +24%
BWAM
860
Boyd Watterson Asset Management
Ohio
$639K – – –
HB
861
Homrich & Berg
Georgia
$636K -$538K -4,845 -46%
1SB
862
1ST Source Bank
Indiana
$635K – – –
RCM
863
Reynolds Capital Management
Nevada
$634K +$634K +5,700 New
HFS
864
Haverford Financial Services
Pennsylvania
$626K +$207K +1,866 +50%
CTA
865
Colonial Trust Advisors
South Carolina
$621K – – –
BW
866
Bison Wealth
Georgia
$617K +$617K +5,553 New
RIL
867
Rothschild Investment LLC
Illinois
$608K – – –
CCA
868
Checchi Capital Advisers
California
$606K +$45.6K +410 +8%
ISL
869
Ingalls & Snyder LLC
New York
$595K -$1.11K -10 -0.2%
ICOA
870
Investment Centers of America
North Dakota
$589K +$42.8K +385 +8%
MYAM
871
Meiji Yasuda Asset Management
Japan
$584K -$36.7K -330 -6%
KWMG
872
King Wealth Management Group
Florida
$583K +$11.1K +100 +2%
ED
873
Exane Derivatives
France
$579K +$579K +5,209 New
CK
874
Carnick & Kubik
Colorado
$578K +$30K +270 +5%
CIM
875
CenturyLink Investment Management
Colorado
$567K – – –
33 34
35
36 37