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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 %
MYAM
876
Meiji Yasuda Asset Management
Japan
$527K +$28.1K +290 +6%
KJHP
877
K.J. Harrison & Partners
Ontario, Canada
$523K +$523K +5,400 New
BSW
878
Buckingham Strategic Wealth
Missouri
$522K -$4.94K -51 -0.9%
CIS
879
Connors Investor Services
Pennsylvania
$522K – – –
HFS
880
Haverford Financial Services
Pennsylvania
$518K -$24.1K -249 -4%
DSI
881
Daiwa SB Investments
Japan
$515K -$1.51M -15,568 -75%
ICOA
882
Investment Centers of America
North Dakota
$511K -$63K -649 -11%
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$510K -$1.09M -10,614 -68%
AGM
884
Alpine Global Management
New York
$507K +$83.2K +859 +20%
ISL
885
Ingalls & Snyder LLC
New York
$504K – – –
KWMG
886
King Wealth Management Group
Florida
$498K – – –
MTIM
887
Marathon Trading Investment Management
Pennsylvania
$490K +$262K +2,700 +115%
TSW
888
Thompson Siegel & Walmsley
Virginia
$488K +$475K +4,897 +3,654%
NJBEST
889
New Jersey Better Educational Savings Trust
New Jersey
$485K -$970K -10,000 -67%
VFA
890
Voya Financial Advisors
Connecticut
$485K -$44.9K -461 -8%
CCM
891
Crossvault Capital Management
Texas
$485K – – –
T
892
Thomaspartners
Massachusetts
$484K +$11K +114 +2%
PWMAG
893
Pinnacle Wealth Management Advisory Group
New Jersey
$479K -$293K -3,025 -38%
BCM
894
Buckhead Capital Management
Georgia
$478K – – –
BFS
895
Bradley Foster & Sargent
Connecticut
$468K -$845K -8,730 -64%
EFS
896
Essex Financial Services
Connecticut
$465K +$9.69K +100 +2%
AP
897
AHL Partners
United Kingdom
$461K -$3.79M -39,022 -89%
1SB
898
1ST Source Bank
Indiana
$460K -$74.1K -765 -14%
PAIA
899
Park Avenue Institutional Advisers
New York
$454K +$454K +4,687 New
YP
900
Yellowstone Partners
Idaho
$449K -$43.9K -453 -9%
34 35
36
37 38