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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 %
PMFA
1126
Plante Moran Financial Advisors
Michigan
$22K +$5.47K +50 +33%
ASN
1127
Advisory Services Network
Georgia
$22K +$22K +195 New
BKA
1128
Brick & Kyle Associates
Pennsylvania
$22K +$22K +200 New
PFG
1129
Pacific Financial Group
Washington
$22K +$22K +200 New
KCM
1130
Karp Capital Management
California
$22K +$22K +200 New
NC
1131
NewSquare Capital
Pennsylvania
$20K – – –
LWA
1132
Lenox Wealth Advisors
New York
$20K +$110 +1 +0.6%
GXMC
1133
Global X Management Company
New York
$20K +$4.84K +44 +32%
GWS
1134
Glassman Wealth Services
Virginia
$20K +$20K +180 New
HI
1135
Hudock Inc
Pennsylvania
$18K -$11.7K -105 -39%
TDC
1136
Thompson Davis & Co
Virginia
$17K -$2.68K -24 -14%
CFSG
1137
Community Financial Services Group
Vermont
$17K – – –
FWM
1138
Focused Wealth Management
New York
$14K -$22.6K -200 -62%
FNBSF
1139
First National Bank Sioux Falls
South Dakota
$14K – – –
FAM
1140
Formidable Asset Management
Ohio
$14K – – –
PFG
1141
Piershale Financial Group
Illinois
$14K +$109 +1 +0.8%
BWA
1142
Burt Wealth Advisors
Maryland
$13K +$13K +120 New
TSW
1143
Thompson Siegel & Walmsley
Virginia
$12K – – –
SAC
1144
Smith Affiliated Capital
New York
$11.1K -$9.83K – –
NYLT
1145
New York Life Trust
New York
$11K -$3.19K -29 -22%
AC
1146
Alexandria Capital
Virginia
$11K – – –
DOA
1147
D'Orazio & Associates
Virginia
$11K – – –
KIG
1148
Kessler Investment Group
Indiana
$11K – – –
AWM
1149
AllSquare Wealth Management
New York
$11K +$11K +100 New
Group One Trading
1150
Group One Trading
Illinois
$11K +$11K +100 New
44 45
46
47 48