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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 %
LCM
1001
Laurion Capital Management
New York
$256K +$256K +2,300 New
WIL
1002
Winifred I. Li
$255K -$7.11K -64 -3%
TBA
1003
Tower Bridge Advisors
Pennsylvania
$252K +$1.89K +17 +0.8%
Royal London Asset Management
1004
Royal London Asset Management
United Kingdom
$252K +$55.2K +49,228 +28%
CCFCSB
1005
Cape Cod Five Cents Savings Bank
Massachusetts
$252K +$7.65K +69 +3%
ATC
1006
Argent Trust Co
Tennessee
$252K +$252K +2,266 New
HPC
1007
HM Payson & Co
Maine
$249K -$55.5K -500 -18%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$249K +$5.57K +50 +2%
Cohen & Steers
1009
Cohen & Steers
New York
$245K -$501K -4,500 -67%
PFP
1010
Pinnacle Financial Partners
Tennessee
$242K +$7.33K +66 +3%
FPCG
1011
Fort Pitt Capital Group
Pennsylvania
$242K +$242K +2,179 New
RIM
1012
Regent Investment Management
Kentucky
$241K +$2.78K +25 +1%
MFBTD
1013
MB Financial Bank - Trust Department
Illinois
$235K -$519K -4,674 -69%
CL
1014
Croft-Leominster
Maryland
$235K – – –
DWA
1015
Douglass Winthrop Advisors
New York
$234K +$234K +2,102 New
BG
1016
Bahl & Gaynor
Ohio
$233K -$16.8K -151 -7%
BAC
1017
Boys Arnold & Co
North Carolina
$233K +$233K +2,094 New
JWM
1018
Jacobus Wealth Management
Wisconsin
$232K – – –
BG
1019
Bollard Group
Massachusetts
$231K +$1.33K +12 +0.6%
MGIA
1020
Moneta Group Investment Advisors
Missouri
$228K -$141K -1,269 -38%
CFA
1021
Cahill Financial Advisors
Minnesota
$228K – – –
CIC
1022
Cornercap Investment Counsel
Georgia
$227K +$227K +2,044 New
DT
1023
Diversified Trust
Tennessee
$224K +$224K +2,015 New
KSA
1024
Ken Stern & Associates
California
$224K +$224K +2,017 New
FNB
1025
First Niagara Bank
New York
$223K -$107K -967 -33%
39 40
41
42 43