UPS icon

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 %
TCOTO
901
Trust Company of the Ozarks
Missouri
$442K -$2.42K -25 -0.5%
JT
902
Jump Trading
Illinois
$441K +$133K +1,368 +43%
TNB
903
Thomasville National Bank
Georgia
$437K -$67.1K -692 -13%
HPBT
904
High Point Bank & Trust
North Carolina
$437K – – –
NYLIM
905
New York Life Investment Management
New York
$436K +$339K +3,500 +350%
GP
906
Girard Partners
Pennsylvania
$433K +$20.6K +213 +5%
WCBA
907
Weaver C. Barksdale & Associates
Tennessee
$432K – – –
BMO
908
Beck Mack & Oliver
New York
$430K -$17.9K -184 -4%
NAMA
909
Nikko Asset Management Americas
New York
$428K – – –
SIC
910
Salem Investment Counselors
North Carolina
$420K -$4.84K -50 -1%
AIA
911
AIMZ Investment Advisors
California
$416K – – –
TCM
912
Traynor Capital Management
Pennsylvania
$413K +$9.4K +97 +2%
FB
913
Fulton Bank
Pennsylvania
$408K +$23.4K +241 +6%
FWCM
914
Ferguson Wellman Capital Management
Oregon
$407K – – –
JIC
915
Johnson Investment Counsel
Ohio
$406K +$7.26K +75 +2%
WAM
916
Weatherly Asset Management
California
$397K – – –
TCM
917
Tran Capital Management
California
$394K – – –
MHS
918
M Holdings Securities
Oregon
$391K +$42.6K +440 +12%
CPA
919
Capital Planning Advisors
California
$389K +$389K +4,015 New
SLG
920
Stanley-Laman Group
Pennsylvania
$387K +$145K +1,500 +60%
CT
921
Cambridge Trust
Massachusetts
$385K -$739K -7,624 -66%
RA
922
RFG Advisory
Alabama
$385K +$385K +3,974 New
SYBT
923
Stock Yards Bank & Trust
Kentucky
$384K +$21.4K +221 +6%
IAS
924
IMA Advisory Services
Colorado
$382K -$18.4K -190 -5%
ICAS
925
Investors Capital Advisory Services
Massachusetts
$381K -$18.1K -187 -5%
35 36
37
38 39