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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 %
MBT
876
Monroe Bank & Trust
Michigan
$560K +$93K +837 +20%
YP
877
Yellowstone Partners
Idaho
$558K +$558K +5,022 New
CCM
878
Crossvault Capital Management
Texas
$556K – – –
BPC
879
Banque Pictet & Cie
Switzerland
$556K +$556K +5,000 New
BCM
880
Buckhead Capital Management
Georgia
$548K – – –
NGA
881
Naples Global Advisors
Florida
$548K +$80.8K +726 +17%
TCB
882
Texas Capital Bancshares
Texas
$545K +$14.7K +132 +3%
T
883
Thomaspartners
Massachusetts
$543K -$50K -449 -8%
GIS
884
Guardian Investor Services
New York
$536K -$19.4K -175 -4%
SWP
885
Stratos Wealth Partners
Ohio
$535K -$967K -8,704 -64%
BMO
886
Beck Mack & Oliver
New York
$535K -$1K -9 -0.2%
CR
887
Cooperatieve Rabobank
Netherlands
$530K -$239K -2,147 -31%
PAM
888
Peak Asset Management
Colorado
$530K +$530K +4,766 New
AIM
889
Advantage Investment Management
Iowa
$528K +$528K +4,745 New
TSS
890
Two Sigma Securities
New York
$524K +$524K +4,713 New
TCOTO
891
Trust Company of the Ozarks
Missouri
$522K +$15.6K +140 +3%
SOAMC
892
Spirit of America Management Corp
New York
$520K – – –
W
893
Wealthfront
California
$520K +$178K +1,603 +52%
IC
894
IKOS CIF
Cyprus
$517K +$517K +4,681 New
ST
895
Sageworth Trust
Pennsylvania
$513K +$513K +4,616 New
HPBT
896
High Point Bank & Trust
North Carolina
$501K – – –
VIM
897
Veritas Investment Management
United Kingdom
$500K -$189K -1,700 -27%
WCBA
898
Weaver C. Barksdale & Associates
Tennessee
$496K – – –
NAMA
899
Nikko Asset Management Americas
New York
$493K – – –
ICAS
900
Investors Capital Advisory Services
Massachusetts
$491K -$167K -1,506 -25%
34 35
36
37 38