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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 %
BCM
901
Buckhead Capital Management
Georgia
$478K – – –
T
902
Thomaspartners
Massachusetts
$473K – – –
MAM
903
Mizuho Asset Management
Japan
$468K +$156K +1,606 +50%
GIS
904
Guardian Investor Services
New York
$465K -$2.23K -23 -0.5%
IFB
905
iAB Financial Bank
Indiana
$460K +$116K +1,200 +34%
EFS
906
Essex Financial Services
Connecticut
$456K +$107K +1,100 +31%
BMO
907
Beck Mack & Oliver
New York
$447K -$19.4K -200 -4%
TCOTO
908
Trust Company of the Ozarks
Missouri
$445K -$10.2K -105 -2%
HPBT
909
High Point Bank & Trust
North Carolina
$438K – – –
WCBA
910
Weaver C. Barksdale & Associates
Tennessee
$432K – – –
NAMA
911
Nikko Asset Management Americas
New York
$428K – – –
SIC
912
Salem Investment Counselors
North Carolina
$425K +$4.55K +47 +1%
AGM
913
Alpine Global Management
New York
$424K -$1.15M -11,825 -73%
AIA
914
AIMZ Investment Advisors
California
$416K – – –
GP
915
Girard Partners
Pennsylvania
$413K -$2.33K -24 -0.6%
FWCM
916
Ferguson Wellman Capital Management
Oregon
$407K -$195K -2,017 -32%
TCM
917
Traynor Capital Management
Pennsylvania
$403K +$26.7K +276 +7%
PG
918
Patten Group
Tennessee
$402K +$402K +4,141 New
W
919
Wealthfront
California
$400K -$53.1K -548 -12%
IAS
920
IMA Advisory Services
Colorado
$400K +$2.91K +30 +0.7%
ICAS
921
Investors Capital Advisory Services
Massachusetts
$399K -$29.1K -301 -7%
JIC
922
Johnson Investment Counsel
Ohio
$399K -$10.2K -105 -2%
WAM
923
Weatherly Asset Management
California
$397K -$14.5K -150 -4%
OCG
924
Opus Capital Group
Ohio
$395K – – –
TCM
925
Tran Capital Management
California
$395K – – –
35 36
37
38 39