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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
3
Citadel Advisors
Florida
$163M
4
Parnassus Investments
4
Parnassus Investments
California
$386M
5
Prudential Financial
5
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$267M
2
TIM
2
Thornburg Investment Management
New Mexico
$0
3
State Street
3
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
5
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
951
Ropes Wealth Advisors
Massachusetts
$332K +$332K +3,424 New
RIA
952
Regal Investment Advisors
Michigan
$327K -$94.6K -975 -22%
AP
953
Appleton Partners
Massachusetts
$324K -$539K -5,558 -62%
SI
954
SII Investments
Wisconsin
$322K -$39.7K -406 -11%
CL
955
Choreo LLC
Illinois
$321K +$24.9K +257 +8%
MYLI
956
Meiji Yasuda Life Insurance
Japan
$318K -$566K -5,836 -64%
VWM
957
Vector Wealth Management
Minnesota
$315K +$4.85K +50 +2%
LCM
958
LVM Capital Management
Michigan
$314K – – –
OWP
959
Obermeyer Wealth Partners
Colorado
$311K – – –
CAG
960
Crestwood Advisors Group
Massachusetts
$311K +$38K +392 +14%
WRM
961
Weybosset Research & Management
Rhode Island
$310K – – –
HH
962
Hilltop Holdings
Texas
$310K +$310K +3,205 New
ED
963
Exane Derivatives
France
$309K -$196K -2,020 -39%
JT
964
Jump Trading
Illinois
$308K +$308K +3,181 New
DAM
965
Deltec Asset Management
New York
$306K – – –
BCM
966
Brookstone Capital Management
Illinois
$306K +$25K +258 +9%
ZF
967
Zhang Financial
Michigan
$304K – – –
VCP
968
Vista Capital Partners
Oregon
$302K +$16.7K +172 +6%
ZCA
969
Zeke Capital Advisors
Pennsylvania
$297K +$3.88K +40 +1%
HWA
970
Heritage Wealth Advisors
Virginia
$296K -$29.1K -300 -9%
GLI
971
Guardian Life Insurance
New York
$294K -$91.4K -942 -24%
RAM
972
Redmond Asset Management
Virginia
$293K -$3.4K -35 -1%
PAS
973
Partnervest Advisory Services
California
$292K -$36.3K -374 -11%
MJRIC
974
Mogy Joel R Investment Counsel
California
$291K – – –
MHC
975
Meyer Handelman Company
New York
$281K -$48.4K -500 -15%
37 38
39
40 41