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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 %
MYLI
976
Meiji Yasuda Life Insurance
Japan
$279K -$38.8K -400 -12%
BAC
977
Boys Arnold & Co
North Carolina
$278K – – –
FMLI
978
Fukoku Mutual Life Insurance
Japan
$271K – – –
SWM
979
Segment Wealth Management
Texas
$271K +$97 +1 +0%
FCMC
980
Founders Capital Management (Connecticut)
Connecticut
$271K +$271K +2,795 New
TC
981
Taylor Cottrill
New Hampshire
$270K – – –
ACM
982
Alta Capital Management
Utah
$269K +$269K +2,779 New
TC
983
Trust Company
Kansas
$265K +$22.5K +232 +9%
SAM
984
Summit Asset Management
Tennessee
$264K +$264K +2,725 New
KLWA
985
Kelly Lawrence W & Associates
California
$262K – – –
KA
986
KLCM Advisors
Wisconsin
$259K +$259K +2,676 New
AB
987
AT Bancorp
Iowa
$257K -$3.97K -41 -2%
HCA
988
Harbour Capital Advisors
Virginia
$257K +$7.26K +75 +3%
ZCA
989
Zeke Capital Advisors
Pennsylvania
$256K -$41.1K -424 -14%
PI
990
Pettee Investors
Connecticut
$254K – – –
IAMOG
991
Investors Asset Management of Georgia
Georgia
$253K +$13.6K +140 +6%
TBA
992
Tower Bridge Advisors
Pennsylvania
$252K +$2.42K +25 +1%
AB
993
Atlas Brown
Kentucky
$245K – – –
BRWA
994
B. Riley Wealth Advisors
Florida
$242K -$94.6K -974 -28%
DSA
995
Davis Selected Advisers
Arizona
$236K +$1.65K +17 +0.7%
DWM
996
Destination Wealth Management
California
$236K +$236K +2,435 New
HSA
997
HBK Sorce Advisory
Pennsylvania
$234K +$234K +2,415 New
RCM
998
Reynolds Capital Management
Nevada
$233K +$233K +2,400 New
Jones Financial Companies
999
Jones Financial Companies
Missouri
$232K -$30K -310 -11%
BG
1000
Bahl & Gaynor
Ohio
$232K -$194 -2 -0.1%
38 39
40
41 42