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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 %
TC
976
Taylor Cottrill
New Hampshire
$309K +$11.1K +100 +4%
HF
977
HRT Financial
New York
$308K +$308K +2,776 New
SC
978
SouthState Corp
Florida
$306K – – –
OIA
979
Optimum Investment Advisors
Illinois
$302K +$22.5K +202 +8%
DIA
980
Denver Investment Advisors
Colorado
$301K +$56.6K +510 +23%
KLWA
981
Kelly Lawrence W & Associates
California
$300K -$16.7K -150 -5%
AB
982
AT Bancorp
Iowa
$300K – – –
TCM
983
Tetrem Capital Management
Manitoba, Canada
$300K +$25.4K +229 +9%
FCB
984
First Citizens Bancorporation
South Carolina
$299K -$4.45K -40 -1%
MCM
985
Maryland Capital Management
Maryland
$294K +$294K +2,640 New
PI
986
Pettee Investors
Connecticut
$292K – – –
LGC
987
Laurel Grove Capital
California
$289K – – –
Jones Financial Companies
988
Jones Financial Companies
Missouri
$289K +$333 +3 +0.1%
HCA
989
Harbour Capital Advisors
Virginia
$287K +$5.56K +50 +2%
VF
990
Virtu Financial
New York
$287K +$287K +2,578 New
JG
991
Jefferies Group
New York
$280K -$1.9M -17,078 -87%
FSA
992
Franklin Street Advisors
North Carolina
$280K – – –
IAMOG
993
Investors Asset Management of Georgia
Georgia
$275K +$275K +2,470 New
HSA
994
HBK Sorce Advisory
Pennsylvania
$274K -$140K -1,260 -34%
SFSIG
995
San Francisco Sentry Investment Group
California
$272K – – –
DSA
996
Davis Selected Advisers
Arizona
$267K +$1.56K +14 +0.6%
HF
997
Hoxton Financial
West Virginia
$266K – – –
AB
998
Atlas Brown
Kentucky
$263K – – –
BAM
999
Baring Asset Management
United Kingdom
$260K -$38.7K -349 -13%
FAM
1000
Fiduciary Asset Management
Missouri
$256K – – –
38 39
40
41 42