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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 %
PWAP
926
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$371K – – –
SRC
927
Shufro Rose & Co
New York
$370K -$9.67K -100 -3%
IH
928
IFC Holdings
Florida
$369K -$412K -4,155 -53%
P
929
Pitcairn
Pennsylvania
$368K -$6.79K -70 -2%
GCM
930
Graham Capital Management
Connecticut
$368K +$368K +3,800 New
BSB
931
Bangor Savings Bank
Maine
$365K -$1.11M -11,399 -75%
NP
932
NS Partners
United Kingdom
$363K +$363K +3,744 New
SFG
933
SNS Financial Group
Minnesota
$358K +$358K +3,698 New
SI
934
Sentry Investments
Ontario, Canada
$358K +$5.54K +57,200 +2%
PIA
935
Peachtree Investment Advisors
Georgia
$356K -$21.8K -225 -6%
GAM
936
Griffin Asset Management
New York
$352K -$1.22M -12,561 -78%
SC
937
Savant Capital
Illinois
$352K +$12.3K +127 +4%
SBWM
938
Sunflower Bank Wealth Management
Arizona
$349K – – –
1IA
939
1834 Investment Advisors
Wisconsin
$347K – – –
HCM
940
Harvey Capital Management
Florida
$340K – – –
TFF
941
Timothy F. Fidgeon
$339K – – –
BOIA
942
Bush ODonnell Investment Advisors
Missouri
$339K – – –
SHA
943
Smith Hayes Advisers
Nebraska
$335K +$291 +3 +0.1%
HCM
944
Highlander Capital Management
New Jersey
$332K – – –
SS
945
Sunbelt Securities
Texas
$328K -$4.65K -48 -1%
TCOO
946
Trust Company of Oklahoma
Oklahoma
$327K -$259K -2,672 -44%
SC
947
SouthState Corp
Florida
$325K +$48.9K +505 +18%
RWA
948
Ropes Wealth Advisors
Massachusetts
$324K -$8.15K -84 -2%
BC
949
Banced Corp
Illinois
$322K -$10.3K -106 -3%
RIA
950
Regal Investment Advisors
Michigan
$322K -$4.06K -42 -1%
36 37
38
39 40