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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 %
CFSG
1051
Community Financial Services Group
Vermont
$15K +$15K +160 New
MUMSS
1052
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K – – –
FWM
1053
Focused Wealth Management
New York
$12K – – –
FNBSF
1054
First National Bank Sioux Falls
South Dakota
$12K – – –
PFG
1055
Piershale Financial Group
Illinois
$12K +$96 +1 +0.8%
ZTNA
1056
Zions Trust National Association
Utah
$11K – – –
FAM
1057
Formidable Asset Management
Ohio
$11K – – –
ATC
1058
Adirondack Trust Company
New York
$11K – – –
LWM
1059
Lenox Wealth Management
Ohio
$10K -$11.2K -115 -53%
KIG
1060
Kessler Investment Group
Indiana
$10K – – –
DOA
1061
D'Orazio & Associates
Virginia
$10K – – –
AC
1062
Alexandria Capital
Virginia
$10K +$510 +5 +5%
TSW
1063
Thompson Siegel & Walmsley
Virginia
$10K +$2.93K +31 +41%
WC
1064
Whitnell & Co
Illinois
$10K +$10K +100 New
WA
1065
Waverly Advisors
Alabama
$6K -$97.5K -1,073 -94%
CAL
1066
Capital Advisors Ltd
Ohio
$6K – – –
HR
1067
Howe & Rusling
New York
$6K +$3.68K +35 +159%
WA
1068
WealthTrust-Arizona
Arizona
$5K – – –
BRWM
1069
B. Riley Wealth Management
Tennessee
$5K +$5K +50 New
PSC
1070
Prentiss Smith & Co
Vermont
$4K – – –
SJIM
1071
St. Johns Investment Management
Florida
$2K +$2K +20 New
Lazard Asset Management
1072
Lazard Asset Management
New York
$2K +$2K +23 New
EWM
1073
Edge Wealth Management
New York
$1K -$501K -4,006 -100%
BCMIO
1074
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +6 New
HCM
1075
Highfields Capital Management
Massachusetts
– -$308M -2,927,510 Closed
41 42
43
44 45