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United Parcel Service
UPS

Overview Fund Activity

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.65B
2
BIT
2
BlackRock Institutional Trust
California
$2.05B
3
BA
3
BlackRock Advisors
Delaware
$663M
4
SI
4
Sentry Investments
Ontario, Canada
$209M
5
JHIU
5
Janus Henderson Investors US
Colorado
$153M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$776M
2
HCM
2
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
3
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$125M
5
American Century Companies
5
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
1001
Hirtle Callaghan & Co
Pennsylvania
$73K +$73K +750 New
MSFP
1002
Mark Sheptoff Financial Planning
Connecticut
$72K +$72K +735 New
WOC
1003
West Oak Capital
California
$71.3K – – –
CFA
1004
CT Financial Advisors
Pennsylvania
$70.3K +$70.3K +725 New
AR
1005
Advisory Research
Illinois
$70K +$70K +720 New
TFA
1006
Transamerica Financial Advisors
Florida
$68K +$2.36K +24 +4%
GGPS
1007
Gary Goldberg Planning Services
New York
$65K +$14.7K +151 +29%
MAS
1008
Madden Advisory Services
Florida
$64K – – –
TWA
1009
TCI Wealth Advisors
Arizona
$64K – – –
ST
1010
Spot Trading
Illinois
$64K +$20.8K +212 +48%
JIC
1011
Joel Isaacson & Co
New York
$63K – – –
GAM
1012
Gemmer Asset Management
California
$61K +$61K +627 New
BCM
1013
Blume Capital Management
California
$58K – – –
PSI
1014
Pinnacle Summer Investments
Virginia
$53K – – –
HCP
1015
Holt Capital Partners
Texas
$52K -$9.32K -95 -15%
KCPG
1016
Kavar Capital Partners Group
Kansas
$50K – – –
Group One Trading
1017
Group One Trading
Illinois
$49K +$39.2K +400 +400%
IMS
1018
Index Management Solutions
Pennsylvania
$48K -$35.8K -370 -43%
FFC
1019
First Financial Corp
Indiana
$46K +$9.66K +100 +27%
SCG
1020
Strategic Capital Group
Washington
$44K +$44K +450 New
M
1021
MOTCO
Texas
$43K – – –
TCCM
1022
Timber Creek Capital Management
Massachusetts
$41K – – –
FA
1023
Financial Advantage
Maryland
$39K -$683 -7 -2%
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$39K – – –
TFMS
1025
Trust & Fiduciary Management Services
Massachusetts
$38K +$5.71K +59 +18%
39 40
41
42 43