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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 %
PWAP
926
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$3.89K -35 -0.9%
SI
927
SII Investments
Wisconsin
$411K +$18.1K +163 +5%
TAM
928
Taylor Asset Management
Ontario, Canada
$411K +$411K +3,700 New
SBWM
929
Sunflower Bank Wealth Management
Arizona
$408K – – –
SYBT
930
Stock Yards Bank & Trust
Kentucky
$407K -$25K -225 -6%
WSCM
931
Wellington Shields Capital Management
New York
$402K – – –
EFS
932
Essex Financial Services
Connecticut
$400K +$167K +1,500 +71%
1IA
933
1834 Investment Advisors
Wisconsin
$398K – – –
NFG
934
Next Financial Group
Texas
$396K -$376K -3,383 -49%
IFB
935
iAB Financial Bank
Indiana
$395K – – –
BDF
936
Balasa Dinverno & Foltz
$391K -$8.89K -80 -2%
TFF
937
Timothy F. Fidgeon
$389K – – –
BOIA
938
Bush ODonnell Investment Advisors
Missouri
$389K – – –
HCM
939
Harvey Capital Management
Florida
$389K – – –
SS
940
Sunbelt Securities
Texas
$386K +$386K +3,471 New
CFA
941
Carroll Financial Associates
North Carolina
$385K -$783K -7,786 -67%
HCM
942
Highlander Capital Management
New Jersey
$381K -$122K -1,100 -24%
RT
943
Reliance Trust
Georgia
$379K +$40K +360 +12%
MHC
944
Meyer Handelman Company
New York
$378K – – –
PAS
945
Partnervest Advisory Services
California
$376K +$1.56K +14 +0.4%
HWA
946
Heritage Wealth Advisors
Virginia
$372K – – –
B
947
Bailard
California
$372K +$6.11K +55 +2%
BJL
948
Brighton Jones LLC
Washington
$367K +$70.9K +637 +24%
LCM
949
LVM Capital Management
Michigan
$360K – – –
MAM
950
Mizuho Asset Management
Japan
$359K +$106K +948 +42%
36 37
38
39 40