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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$776M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Nomura Holdings
Nomura Holdings
Japan
$15.4M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
American Century Companies
American Century Companies
Missouri
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
1101
Alpha Cubed Investments
California
– -$564K -5,370 Closed
PL
1102
Parkwood LLC
Ohio
– -$502K -4,773 Closed
OCG
1103
Opus Capital Group
Ohio
– -$428K -4,070 Closed
FP
1104
Foundry Partners
Minnesota
– -$423K -4,030 Closed
GF
1105
Gerstein Fisher
New York
– -$741K -3,852 Closed
LBH
1106
Lehman Brothers Holdings
New York
– -$371K -3,533 Closed
GAM
1107
Griffin Asset Management
New York
– -$361K -3,440 Closed
ELC
1108
Edgar Lomax Company
Virginia
– -$318K -3,025 Closed
BJL
1109
Brighton Jones LLC
Washington
– -$225K -2,212 Closed
GCA
1110
Gideon Capital Advisors
New York
– -$222K -2,112 Closed
SPC
1111
Stewart & Patten Company
California
– -$216K -2,055 Closed
MCM
1112
Maryland Capital Management
Maryland
– -$214K -2,034 Closed
EFS
1113
Essex Financial Services
Connecticut
– -$213K -2,023 Closed
CONA
1114
Capital One National Association
New York
– -$211K -2,011 Closed
SM
1115
Salzhauer Michael
– -$210K -2,000 Closed
CFA
1116
Cahill Financial Advisors
Minnesota
– -$211K -2,000 Closed
SAM
1117
SignalPoint Asset Management
Missouri
– -$208K -1,981 Closed
ATC
1118
Argent Trust Company
Louisiana
– -$204K -1,945 Closed
PAM
1119
Palisade Asset Management
Minnesota
– -$204K -1,941 Closed
BFO
1120
Boston Family Office
Massachusetts
– -$202K -1,925 Closed
AP
1121
Appleton Partners
Massachusetts
– -$200K -1,906 Closed
BAC
1122
Boys Arnold & Co
North Carolina
– -$200K -1,906 Closed
BSA
1123
Braun Stacey Associates
New York
– -$200K -1,900 Closed
Carson Wealth (CWM LLC)
1124
Carson Wealth (CWM LLC)
Nebraska
– -$187K -1,778 Closed
SEC
1125
Seven Eight Capital
New York
– -$147K -1,400 Closed
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