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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 %
PAM
951
Palisade Asset Management
Minnesota
$204K +$204K +1,941 New
CCT
952
Chemung Canal Trust
New York
$202K -$42.1K -400 -17%
BFO
953
Boston Family Office
Massachusetts
$202K +$202K +1,925 New
TCM
954
Tetrem Capital Management
Manitoba, Canada
$201K +$28.2K +268 +16%
BSA
955
Braun Stacey Associates
New York
$200K +$200K +1,900 New
AP
956
Appleton Partners
Massachusetts
$200K +$200K +1,906 New
BAC
957
Boys Arnold & Co
North Carolina
$200K +$200K +1,906 New
NYLT
958
New York Life Trust
New York
$197K +$89.9K +857 +84%
Carson Wealth (CWM LLC)
959
Carson Wealth (CWM LLC)
Nebraska
$187K -$25.1K -239 -12%
CPA
960
Cowen Prime Advisors
New York
$176K – – –
KTC
961
Kistler-Tiffany Companies
Pennsylvania
$173K +$420 +4 +0.2%
OIA
962
Optimum Investment Advisors
Illinois
$168K -$1.5M -14,279 -90%
MA
963
MCF Advisors
Kentucky
$164K – – –
CBT
964
Central Bank & Trust
Kentucky
$164K +$164K +1,564 New
Manulife (Manufacturers Life Insurance)
965
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$164K -$5.88K -55,946 -3%
KT
966
Kanaly Trust
Texas
$158K +$158K +1,500 New
JWM
967
Jacobus Wealth Management
Wisconsin
$156K +$11.1K +105 +8%
Parallax Volatility Advisers
968
Parallax Volatility Advisers
California
$152K -$1.03M -9,784 -87%
PVH
969
Psagot Value Holdings
Israel
$152K – – –
SEC
970
Seven Eight Capital
New York
$147K +$147K +1,400 New
WCM
971
Windsor Capital Management
Arizona
$144K +$105 +1 +0.1%
PFSC
972
Peoples Financial Services Corp
Pennsylvania
$138K +$138K +1,316 New
MAM
973
Mizuho Asset Management
Japan
$133K -$25.3K -242 -16%
AIM
974
AMI Investment Management
Indiana
$124K +$124K +1,177 New
WA
975
Waverly Advisors
Alabama
$120K +$6.95K +66 +6%
37 38
39
40 41