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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
Citadel Advisors
Florida
$163M
4
Parnassus Investments
Parnassus Investments
California
$386M
5
Prudential Financial
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$267M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
State Street
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
876
Investment Centers of America
North Dakota
$575K +$60.5K +622 +12%
SFT
877
Simmons First Trust
Arkansas
$570K -$9.41K -97 -2%
BFM
878
Boothbay Fund Management
New York
$564K -$319K -3,287 -36%
TCB
879
Texas Capital Bancshares
Texas
$558K +$83.5K +862 +18%
BWAM
880
Boyd Watterson Asset Management
Ohio
$553K -$4.37K -45 -0.8%
HB
881
Homrich & Berg
Georgia
$551K -$4.17K -43 -0.8%
AIA
882
Alerus Investment Advisors
Minnesota
$544K +$544K +5,880 New
HFS
883
Haverford Financial Services
Pennsylvania
$542K -$3.88K -40 -0.7%
CTA
884
Colonial Trust Advisors
South Carolina
$536K -$5.62K -58 -1%
1SB
885
1ST Source Bank
Indiana
$535K -$19.4K -200 -4%
RIL
886
Rothschild Investment LLC
Illinois
$530K – – –
VFA
887
Voya Financial Advisors
Connecticut
$530K +$530K +5,444 New
BSW
888
Buckingham Strategic Wealth
Missouri
$528K -$85.5K -881 -14%
NGA
889
Naples Global Advisors
Florida
$519K +$41.9K +433 +9%
NG
890
NatWest Group
United Kingdom
$508K -$70.3K -725 -12%
CK
891
Carnick & Kubik
Colorado
$506K +$1.46K +15 +0.3%
TNB
892
Thomasville National Bank
Georgia
$504K -$61.1K -631 -11%
ISL
893
Ingalls & Snyder LLC
New York
$504K -$14.5K -150 -3%
MYAM
894
Meiji Yasuda Asset Management
Japan
$499K -$9.69K -100 -2%
KWMG
895
King Wealth Management Group
Florida
$498K -$9.69K -100 -2%
AIM
896
Advantage Investment Management
Iowa
$497K +$36.9K +381 +8%
YP
897
Yellowstone Partners
Idaho
$493K +$6.01K +62 +1%
CA
898
Cetera Advisors
Colorado
$492K +$119K +1,216 +32%
CCM
899
Crossvault Capital Management
Texas
$485K – – –
FBNAT
900
FirstMerit Bank N.A. Trustee
Ohio
$481K -$257K -2,652 -35%
34 35
36
37 38