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United Parcel Service
UPS

Overview Fund Activity

1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+19
Holders Change %
+1.77%
% of All Funds
31.41%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.64%
New
72
Increased
443
Reduced
409
Closed
45
Calls
$3.13B
Puts
$590M
Net Calls
+$2.54B
Net Calls Change
+$82.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.88B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$217M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.92B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$157M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$984M
2
BIT
2
BlackRock Institutional Trust
California
$1.99B
3
Capital World Investors
3
Capital World Investors
California
$0
4
Wells Fargo
4
Wells Fargo
California
$935M
5
Prudential Financial
5
Prudential Financial
New Jersey
$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
1076
Piershale Financial Group
Illinois
$13K +$103 +1 +0.8%
MUMSS
1077
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K -$3K -30 -21%
FAM
1078
Formidable Asset Management
Ohio
$11K – – –
TSW
1079
Thompson Siegel & Walmsley
Virginia
$11K – – –
AC
1080
Alexandria Capital
Virginia
$11K +$534 +5 +5%
KIG
1081
Kessler Investment Group
Indiana
$10K – – –
DOA
1082
D'Orazio & Associates
Virginia
$10K – – –
VAM
1083
Visionary Asset Management
Texas
$8K +$8K +74 New
WA
1084
Waverly Advisors
Alabama
$7K – – –
CAL
1085
Capital Advisors Ltd
Ohio
$7K – – –
PSC
1086
Prentiss Smith & Co
Vermont
$5K – – –
BRWM
1087
B. Riley Wealth Management
Tennessee
$5K – – –
WA
1088
WealthTrust-Arizona
Arizona
$5K +$98 +1 +2%
TIM
1089
Tortoise Investment Management
New York
$3K +$3K +26 New
SJIM
1090
St. Johns Investment Management
Florida
$2K – – –
NC
1091
NewSquare Capital
Pennsylvania
$2K +$2K +17 New
EWM
1092
Edge Wealth Management
New York
$1K – – –
Capital World Investors
1093
Capital World Investors
California
– -$99.8M -1,025,000 Closed
KCM
1094
Kensico Capital Management
Connecticut
– -$65M -667,800 Closed
PC
1095
Polar Capital
United Kingdom
– -$41.2M -423,384 Closed
CAM
1096
Centre Asset Management
New York
– -$10.9M -112,200 Closed
AIMCA
1097
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$5M -51,300 Closed
AC
1098
Ascend Capital
California
– -$4.87M -50,000 Closed
BCM
1099
BBT Capital Management
Texas
– -$4.06M -41,706 Closed
LP
1100
LMR Partners
United Kingdom
– -$2.65M -27,254 Closed
42 43
44
45 46