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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 %
SSWM
901
Smith Salley Wealth Management
North Carolina
$491K -$46.7K -420 -9%
RIA
902
Regal Investment Advisors
Michigan
$483K -$231K -2,079 -32%
SIC
903
Salem Investment Counselors
North Carolina
$482K -$2.78K -25 -0.6%
AIA
904
AIMZ Investment Advisors
California
$477K +$477K +4,295 New
GP
905
Girard Partners
Pennsylvania
$476K +$25.1K +226 +6%
BC
906
Burney Company
Virginia
$476K +$75.1K +676 +19%
WAM
907
Weatherly Asset Management
California
$473K +$22.2K +200 +5%
ANBTV
908
American National Bank & Trust (Virginia)
Virginia
$469K -$68.8K -619 -13%
JIC
909
Johnson Investment Counsel
Ohio
$469K +$16.2K +146 +4%
IAS
910
IMA Advisory Services
Colorado
$456K -$319K -2,870 -41%
P
911
Pitcairn
Pennsylvania
$456K -$2.67K -24 -0.6%
OCG
912
Opus Capital Group
Ohio
$452K – – –
TCM
913
Tran Capital Management
California
$452K – – –
GLI
914
Guardian Life Insurance
New York
$442K -$3.12K -28 -0.7%
SHA
915
Smith Hayes Advisers
Nebraska
$441K +$19.1K +172 +5%
BC
916
Banced Corp
Illinois
$439K -$7.66K -69 -2%
HK
917
Horizon Kinetics
New York
$438K -$5.56K -50 -1%
SRC
918
Shufro Rose & Co
New York
$436K -$2.78K -25 -0.6%
BFS
919
Bradley Foster & Sargent
Connecticut
$433K -$3.89K -35 -0.9%
FB
920
Fulton Bank
Pennsylvania
$433K +$4.45K +40 +1%
TCM
921
Traynor Capital Management
Pennsylvania
$432K +$432K +3,890 New
CA
922
Cetera Advisors
Colorado
$424K +$15.6K +141 +4%
VNB
923
Valley National Bancorp
New York
$423K – – –
SC
924
Savant Capital
Illinois
$421K +$82.1K +738 +24%
SIP
925
Stoneridge Investment Partners
Pennsylvania
$419K -$5.42M -48,694 -93%
35 36
37
38 39