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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$551M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
2
BIT
BlackRock Institutional Trust
California
-$170M
3
Capital World Investors
Capital World Investors
California
-$99.8M
4
Wells Fargo
Wells Fargo
California
-$79.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
876
Deltec Asset Management
New York
$416K -$615K -6,000 -60%
JIC
877
Johnson Investment Counsel
Ohio
$413K -$590K -5,754 -59%
GLI
878
Guardian Life Insurance
New York
$413K – – –
Carson Wealth (CWM LLC)
879
Carson Wealth (CWM LLC)
Nebraska
$412K +$412K +4,017 New
VWM
880
Vector Wealth Management
Minnesota
$411K +$24.4K +237 +6%
HK
881
Horizon Kinetics
New York
$409K – – –
MFBTD
882
MB Financial Bank - Trust Department
Illinois
$407K +$118K +1,151 +41%
BC
883
Banced Corp
Illinois
$400K -$6.16K -60 -2%
FB
884
Fulton Bank
Pennsylvania
$399K +$5.13K +50 +1%
IPC
885
Independent Portfolio Consultants
Florida
$397K – – –
VNB
886
Valley National Bancorp
New York
$390K – – –
SHA
887
Smith Hayes Advisers
Nebraska
$389K +$26K +253 +7%
PWAP
888
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$384K – – –
BC
889
Burney Company
Virginia
$375K +$375K +3,657 New
SBWM
890
Sunflower Bank Wealth Management
Arizona
$372K +$62.1K +605 +20%
WSCM
891
Wellington Shields Capital Management
New York
$371K – – –
BDF
892
Balasa Dinverno & Foltz
$368K -$2.05K -20 -0.6%
1IA
893
1834 Investment Advisors
Wisconsin
$368K – – –
SAM
894
Strategy Asset Managers
California
$367K – – –
HFS
895
Haverford Financial Services
Pennsylvania
$365K -$56.5K -551 -13%
DTL
896
Dynamic Technology Lab
Singapore
$365K +$365K +3,559 New
IFB
897
iAB Financial Bank
Indiana
$364K +$30.8K +300 +9%
CA
898
Cetera Advisors
Colorado
$361K -$31.4K -306 -8%
BOIA
899
Bush ODonnell Investment Advisors
Missouri
$359K – – –
TFF
900
Timothy F. Fidgeon
$359K +$359K +3,500 New
34 35
36
37 38