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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 %
PAS
951
Partnervest Advisory Services
California
$322K +$30.6K +316 +10%
AP
952
Appleton Partners
Massachusetts
$319K -$4.84K -50 -1%
NFG
953
Next Financial Group
Texas
$316K -$24.1K -249 -7%
VWM
954
Vector Wealth Management
Minnesota
$315K – – –
LCM
955
LVM Capital Management
Michigan
$314K – – –
OWP
956
Obermeyer Wealth Partners
Colorado
$311K – – –
WRM
957
Weybosset Research & Management
Rhode Island
$310K – – –
ED
958
Exane Derivatives
France
$309K – – –
BCM
959
Brookstone Capital Management
Illinois
$308K +$2.42K +25 +0.8%
CL
960
Choreo LLC
Illinois
$307K -$13.9K -143 -4%
DAM
961
Deltec Asset Management
New York
$306K – – –
ZF
962
Zhang Financial
Michigan
$305K +$1.55K +16 +0.5%
KSA
963
Ken Stern & Associates
California
$304K +$32.4K +334 +12%
EM
964
Excalibur Management
Massachusetts
$301K +$301K +3,103 New
MJRIC
965
Mogy Joel R Investment Counsel
California
$295K +$3.98K +41 +1%
SI
966
SII Investments
Wisconsin
$294K -$28.4K -290 -9%
GLI
967
Guardian Life Insurance
New York
$294K – – –
RAM
968
Redmond Asset Management
Virginia
$294K +$1.36K +14 +0.5%
HWA
969
Heritage Wealth Advisors
Virginia
$292K -$3.88K -40 -1%
SFSIG
970
San Francisco Sentry Investment Group
California
$290K +$53.3K +550 +22%
N
971
Natixis
France
$285K -$1.16M -11,985 -80%
VCP
972
Vista Capital Partners
Oregon
$285K -$16.7K -172 -6%
CCFCSB
973
Cape Cod Five Cents Savings Bank
Massachusetts
$285K +$52.5K +541 +23%
PWM
974
Perigon Wealth Management
California
$284K +$284K +2,927 New
HK
975
Horizon Kinetics
New York
$283K +$7.66K +79 +3%
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