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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 %
TNB
901
Thomasville National Bank
Georgia
$358K +$34.1K +332 +11%
AI
902
Analytic Investors
California
$351K +$130K +1,260 +58%
MHC
903
Meyer Handelman Company
New York
$349K – – –
CCA
904
Checchi Capital Advisers
California
$349K +$66.3K +646 +23%
EA
905
Emerald Advisers
Pennsylvania
$348K -$32.8K -320 -9%
SI
906
SII Investments
Wisconsin
$348K -$12.2K -119 -3%
NL
907
NWAM LLC
Washington
$347K +$347K +3,379 New
BRWA
908
B. Riley Wealth Advisors
Florida
$347K +$347K +3,378 New
HWA
909
Heritage Wealth Advisors
Virginia
$341K +$2.88K +28 +0.9%
CCM
910
Crossvault Capital Management
Texas
$339K – – –
BII
911
Baring International Investment
United Kingdom
$339K +$67.2K +654 +25%
LCM
912
LVM Capital Management
Michigan
$333K – – –
SWP
913
Stratos Wealth Partners
Ohio
$332K +$332K +3,208 New
WRM
914
Weybosset Research & Management
Rhode Island
$329K – – –
HIM
915
Hillsdale Investment Management
Ontario, Canada
$329K +$82.3K +800 +33%
PAS
916
Partnervest Advisory Services
California
$328K +$42.6K +415 +15%
B
917
Bailard
California
$327K -$3.38K -33 -1%
NEAM
918
New England Asset Management
Connecticut
$327K +$327K +3,190 New
WIC
919
Wood Investment Counsel
Colorado
$326K – – –
RT
920
Reliance Trust
Georgia
$326K +$76.7K +748 +31%
ZF
921
Zhang Financial
Michigan
$322K – – –
VAM
922
Visium Asset Management
New York
$321K -$139K -1,353 -30%
LNB
923
Ledyard National Bank
$314K +$5.65K +55 +2%
WKA
924
Wilson Kemp & Associates
Michigan
$311K – – –
CAG
925
Crestwood Advisors Group
Massachusetts
$309K -$12.7K -124 -4%
35 36
37
38 39