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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$306M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.77B
3
State Street
3
State Street
Massachusetts
$3.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
1
Maverick Capital
Texas
$0
2
O
2
OppenheimerFunds
New York
$221M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHMI
926
Howard Hughes Medical Institute
Maryland
$235K +$2.52K +24 +1%
CIA
927
Choate Investment Advisors
Massachusetts
$232K -$59.7K -568 -20%
AIM
928
Acuity Investment Management
Ontario, Canada
$231K -$2.73M -26,000 -92%
HIM
929
Hillsdale Investment Management
Ontario, Canada
$231K +$63K +600 +38%
RT
930
Reliance Trust
Georgia
$228K -$6.31K -60 -3%
BG
931
Bahl & Gaynor
Ohio
$226K +$226K +2,147 New
DG
932
Davidson & Garrard
Virginia
$225K +$225K +2,141 New
BJL
933
Brighton Jones LLC
Washington
$225K +$225K +2,212 New
CL
934
Croft-Leominster
Maryland
$222K +$222K +2,110 New
GCA
935
Gideon Capital Advisors
New York
$222K +$222K +2,112 New
TBA
936
Tower Bridge Advisors
Pennsylvania
$218K +$218K +2,075 New
MCM
937
McRae Capital Management
New Jersey
$218K +$218K +2,075 New
BHBT
938
Burke & Herbert Bank & Trust
Virginia
$217K +$217K +2,068 New
FCB
939
First Citizens Bancorporation
South Carolina
$216K -$14.7K -140 -6%
SPC
940
Stewart & Patten Company
California
$216K +$216K +2,055 New
MCM
941
Maryland Capital Management
Maryland
$214K +$214K +2,034 New
BG
942
Bollard Group
Massachusetts
$213K +$1.37K +13 +0.6%
EFS
943
Essex Financial Services
Connecticut
$213K +$213K +2,023 New
CONA
944
Capital One National Association
New York
$211K -$57.7K -550 -21%
CFA
945
Cahill Financial Advisors
Minnesota
$211K +$211K +2,000 New
SM
946
Salzhauer Michael
$210K +$210K +2,000 New
KLWA
947
Kelly Lawrence W & Associates
California
$210K +$210K +2,000 New
SAM
948
SignalPoint Asset Management
Missouri
$208K +$208K +1,981 New
AW
949
Alpha Windward
Massachusetts
$205K -$2.83K -27 -1%
ATC
950
Argent Trust Company
Louisiana
$204K -$30.9K -295 -13%
36 37
38
39 40