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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 %
GF
1026
Gerstein Fisher
New York
$223K +$223K +2,012 New
LCM
1027
Logan Capital Management
Pennsylvania
$222K -$39.4K -355 -15%
SM
1028
Salzhauer Michael
$222K – – –
HSA
1029
Hussman Strategic Advisors
Maryland
$222K +$222K +2,000 New
VFA
1030
Virtus Fund Advisers
Connecticut
$220K – – –
FMBTD
1031
First Midwest Bank Trust Division
Illinois
$220K +$220K +1,981 New
DG
1032
Davidson & Garrard
Virginia
$218K +$218K +1,959 New
AW
1033
Alpha Windward
Massachusetts
$217K +$8.24K +74 +4%
PGA
1034
Portland Global Advisors
Maine
$217K +$217K +1,949 New
EA
1035
Emerald Advisers
Pennsylvania
$216K -$19.3K -173 -8%
CCA
1036
Cobblestone Capital Advisors
New York
$215K +$215K +1,934 New
ZIC
1037
ZWJ Investment Counsel
Georgia
$214K +$214K +1,920 New
GCA
1038
Gideon Capital Advisors
New York
$214K +$214K +1,929 New
WTB
1039
Washington Trust Bank
Washington
$212K +$9.69K +87 +5%
TSWM
1040
Triangle Securities Wealth Management
North Carolina
$212K +$212K +1,905 New
ATC
1041
Argent Trust Company
Louisiana
$212K +$212K +1,908 New
Koshinski Asset Management
1042
Koshinski Asset Management
Illinois
$211K +$211K +1,895 New
LCOV
1043
London Company of Virginia
Virginia
$210K +$210K +1,889 New
CCM
1044
Catawba Capital Management
Virginia
$207K +$207K +1,865 New
OPCM
1045
Osborne Partners Capital Management
California
$206K +$206K +1,850 New
PAM
1046
Palisade Asset Management
Minnesota
$203K +$203K +1,825 New
PP
1047
Palladium Partners
Virginia
$202K +$202K +1,815 New
EGM
1048
Engineers Gate Manager
New York
$202K +$202K +1,815 New
SFWA
1049
Summit Financial Wealth Advisors
Louisiana
$200K +$200K +1,800 New
CBT
1050
Central Bank & Trust
Kentucky
$198K +$23.5K +211 +13%
40 41
42
43 44