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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
3
Citadel Advisors
Florida
$163M
4
Parnassus Investments
4
Parnassus Investments
California
$386M
5
Prudential Financial
5
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$267M
2
TIM
2
Thornburg Investment Management
New Mexico
$0
3
State Street
3
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
5
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
1126
Piershale Financial Group
Illinois
$12K +$93 +1 +0.8%
AF
1127
Allworth Financial
California
$12K +$12K +121 New
BWA
1128
Burt Wealth Advisors
Maryland
$11K – – –
TDC
1129
Thompson Davis & Co
Virginia
$10K -$5.35K -53 -35%
AWM
1130
AllSquare Wealth Management
New York
$10K – – –
KIG
1131
Kessler Investment Group
Indiana
$10K – – –
DOA
1132
D'Orazio & Associates
Virginia
$10K – – –
Group One Trading
1133
Group One Trading
Illinois
$10K – – –
CAL
1134
Capital Analysts LLC
Pennsylvania
$9.96K -$2.27M -23,256 -100%
SAC
1135
Smith Affiliated Capital
New York
$9.69K -$11.1K – –
HR
1136
Howe & Rusling
New York
$6K – – –
CAL
1137
Capital Advisors Ltd
Ohio
$6K – – –
SA
1138
SRH Advisors
Kansas
$6K +$6K +60 New
GWA
1139
Genesis Wealth Advisors
Massachusetts
$5.41K – – –
WA
1140
WealthTrust-Arizona
Arizona
$5K +$96 +1 +2%
BRWM
1141
B. Riley Wealth Management
Tennessee
$4K – – –
AT
1142
Arden Trust
Delaware
$3.04K +$928 +9,580 +44%
TIM
1143
Tortoise Investment Management
New York
$3K – – –
OSAM
1144
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +28 New
UB
1145
UMB Bank
Missouri
$2.98K -$285 -2,937 -9%
FNBOO
1146
First National Bank of Omaha
Nebraska
$2.66K -$5.48K -54,458 -67%
DW
1147
Domani Wealth
Pennsylvania
$2.14K +$2.14K +207 New
AP
1148
Atwood & Palmer
Missouri
$2K -$25.4K -216 -93%
LWA
1149
Lowe Wealth Advisors
Maryland
$2K – – –
SJIM
1150
St. Johns Investment Management
Florida
$2K – – –
44 45
46
47 48