UPS icon

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
1
Gates Foundation Trust
Washington
$503M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
TIM
3
Thornburg Investment Management
New Mexico
$183M
4
State Street
4
State Street
Massachusetts
$3.3B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.27B

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$20M
2
BA
2
BlackRock Advisors
Delaware
$652M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$932M
4
JHIU
4
Janus Henderson Investors US
Colorado
$118M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
951
Fukoku Mutual Life Insurance
Japan
$356K -$89K -800 -20%
VWM
952
Vector Wealth Management
Minnesota
$356K -$66.8K -600 -16%
WRM
953
Weybosset Research & Management
Rhode Island
$356K – – –
OWP
954
Obermeyer Wealth Partners
Colorado
$356K +$356K +3,205 New
NEAM
955
New England Asset Management
Connecticut
$355K – – –
DAM
956
Deltec Asset Management
New York
$351K – – –
ZF
957
Zhang Financial
Michigan
$349K – – –
NIS
958
National Investment Services
Wisconsin
$347K -$3.75M -33,753 -92%
PIA
959
Peachtree Investment Advisors
Georgia
$347K – – –
MCM
960
McRae Capital Management
New Jersey
$342K +$111K +1,000 +48%
CL
961
Choreo LLC
Illinois
$339K -$86.4K -778 -20%
RAM
962
Redmond Asset Management
Virginia
$339K – – –
BFM
963
Boothbay Fund Management
New York
$337K +$337K +9,102 New
ZCA
964
Zeke Capital Advisors
Pennsylvania
$336K +$47.1K +424 +16%
MM
965
Midas Management
New York
$334K – – –
MJRIC
966
Mogy Joel R Investment Counsel
California
$334K – – –
KAH
967
Kathryn A. Hall
$334K +$334K +3,000 New
VCP
968
Vista Capital Partners
Oregon
$327K -$4.22K -38 -1%
BCM
969
Brookstone Capital Management
Illinois
$322K +$9.45K +85 +3%
IB
970
Intrust Bank
Kansas
$319K +$42.7K +385 +15%
CCS
971
Crosspoint Capital Strategies
California
$316K +$249K +2,250 +375%
RGC
972
Roberts, Glore & Co
Illinois
$314K -$8K -72 -2%
CAG
973
Crestwood Advisors Group
Massachusetts
$313K -$10.3K -93 -3%
LNB
974
Ledyard National Bank
$311K – – –
CMBA
975
C.M. Bidwell & Associates
Hawaii
$310K +$310K +2,785 New
37 38
39
40 41