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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.65B
2
BIT
BlackRock Institutional Trust
California
$2.05B
3
BA
BlackRock Advisors
Delaware
$663M
4
SI
Sentry Investments
Ontario, Canada
$209M
5
JHIU
Janus Henderson Investors US
Colorado
$153M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$776M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
American Century Companies
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
901
Verition Fund Management
Connecticut
$303K +$46.7K +479 +18%
BCM
902
Bluefin Capital Management
New York
$300K +$300K +3,568 New
WKA
903
Wilson Kemp & Associates
Michigan
$295K – – –
SBWM
904
Sunflower Bank Wealth Management
Arizona
$294K – – –
GCM
905
Graham Capital Management
Connecticut
$294K +$294K +3,020 New
LNB
906
Ledyard National Bank
$293K +$7.32K +75 +3%
MM
907
Midas Management
New York
$292K -$1.17M -12,000 -80%
SC
908
SouthState Corp
Florida
$292K -$4.88K -50 -2%
MJRIC
909
Mogy Joel R Investment Counsel
California
$292K – – –
SC
910
Savant Capital
Illinois
$290K – – –
IC
911
IKOS CIF
Cyprus
$279K +$221K +2,420 +382%
KLWA
912
Kelly Lawrence W & Associates
California
$278K +$82.9K +850 +43%
EIP
913
Epoch Investment Partners
New York
$277K +$277K +2,850 New
MFBTD
914
MB Financial Bank - Trust Department
Illinois
$275K -$4.39K -45 -2%
PAS
915
Partnervest Advisory Services
California
$271K -$584 -6 -0.2%
CCA
916
Checchi Capital Advisers
California
$268K +$34.1K +351 +15%
GCP
917
GSA Capital Partners
United Kingdom
$266K -$544K -5,584 -67%
WTB
918
Washington Trust Bank
Washington
$262K +$262K +2,690 New
RIM
919
Regent Investment Management
Kentucky
$260K +$260K +2,674 New
BII
920
Baring International Investment
United Kingdom
$258K +$258K +2,647 New
PI
921
Pettee Investors
Connecticut
$256K – – –
GIM
922
Groesbeck Investment Management
New Jersey
$253K -$9.73K -100 -4%
ZCA
923
Zeke Capital Advisors
Pennsylvania
$253K – – –
AII
924
AGF Investments Inc
Ontario, Canada
$253K – – –
BCM
925
Brookstone Capital Management
Illinois
$253K +$29K +298 +13%
35 36
37
38 39