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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 %
CIA
1151
Choate Investment Advisors
Massachusetts
$10.1K +$10.1K +91 New
CAL
1152
Capital Advisors Ltd
Ohio
$7K – – –
WA
1153
WealthTrust-Arizona
Arizona
$6K – – –
HR
1154
Howe & Rusling
New York
$6K – – –
GWA
1155
Genesis Wealth Advisors
Massachusetts
$5.71K +$5.71K +56 New
BRWM
1156
B. Riley Wealth Management
Tennessee
$5K – – –
BRWA
1157
B. Riley Wealth Advisors
Florida
$4.63K +$2.01K +1,912 +77%
TIM
1158
Tortoise Investment Management
New York
$3K – – –
MUMSS
1159
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K – – –
LWA
1160
Lowe Wealth Advisors
Maryland
$3K +$3K +25 New
PWM
1161
ParenteBeard Wealth Management
Pennsylvania
$2.13K -$19.1K -2,133 -90%
SJIM
1162
St. Johns Investment Management
Florida
$2K – – –
FNYS
1163
First New York Securities
New York
$1.22K -$215K -1,931 -99%
MAS
1164
Madden Advisory Services
Florida
$1K -$16.9K -203 -94%
EWM
1165
Edge Wealth Management
New York
$1K +$111 +1 +13%
WCM
1166
Wealthcare Capital Management
Virginia
$1K +$1K +12 New
NG
1167
NatWest Group
United Kingdom
$663 -$2.38K -21,410 -78%
Two Sigma Investments
1168
Two Sigma Investments
New York
– -$112M -1,135,882 Closed
DCM
1169
Discovery Capital Management
Connecticut
– -$58.2M -592,513 Closed
EA
1170
Euclid Advisors
Connecticut
– -$46.1M -468,620 Closed
Renaissance Technologies
1171
Renaissance Technologies
New York
– -$37.7M -383,100 Closed
SCM
1172
Stevens Capital Management
Pennsylvania
– -$28.9M -293,750 Closed
RG
1173
Renaissance Group
Kentucky
– -$28.8M -293,447 Closed
Two Sigma Advisers
1174
Two Sigma Advisers
New York
– -$24.9M -253,467 Closed
AC
1175
Ascend Capital
California
– -$20M -203,706 Closed
45 46
47
48 49