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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 %
NIMI
851
Natixis Investment Managers International
France
$624K -$70.5K -728 -10%
NGA
852
Naples Global Advisors
Florida
$623K +$103K +1,067 +20%
EWMCB
853
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$618K -$22.5K -232 -4%
MAM
854
Mizuho Asset Management
Japan
$616K +$148K +1,530 +32%
GIA
855
GHP Investment Advisors
Colorado
$614K +$10K +106 +2%
BW
856
Bison Wealth
Georgia
$606K +$970 +10 +0.2%
HB
857
Homrich & Berg
Georgia
$601K +$50.4K +520 +9%
TBNY
858
Trustco Bank (New York)
New York
$596K – – –
IFB
859
iAB Financial Bank
Indiana
$594K +$133K +1,375 +29%
CNC
860
Citizens & Northern Corp
Pennsylvania
$589K -$83K -857 -12%
ARMT
861
Amica Retiree Medical Trust
Rhode Island
$586K – – –
WRM
862
Westport Resources Management
Connecticut
$585K – – –
AIA
863
Alerus Investment Advisors
Minnesota
$585K +$14.3K +147 +3%
NG
864
NatWest Group
United Kingdom
$585K +$77.2K +797 +15%
TI
865
Trexquant Investment
Connecticut
$571K +$571K +5,900 New
SFT
866
Simmons First Trust
Arkansas
$566K -$3.2K -33 -0.6%
B
867
Bailard
California
$564K +$296K +3,054 +110%
PAI
868
Pittenger & Anderson Inc
Nebraska
$563K -$20.4K -210 -3%
CCA
869
Checchi Capital Advisers
California
$552K -$43.2K -446 -7%
BWAM
870
Boyd Watterson Asset Management
Ohio
$552K – – –
CK
871
Carnick & Kubik
Colorado
$537K +$32K +330 +6%
CTA
872
Colonial Trust Advisors
South Carolina
$536K – – –
Connor, Clark & Lunn Investment Management (CC&L)
873
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$534K -$145K -1,500 -21%
FBNAT
874
FirstMerit Bank N.A. Trustee
Ohio
$534K +$52.3K +540 +11%
RIL
875
Rothschild Investment LLC
Illinois
$530K – – –
33 34
35
36 37