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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 %
FNYS
1151
First New York Securities
New York
$1.07K – – –
TIM
1152
Thornburg Investment Management
New Mexico
– -$183M -1,649,182 Closed
CGM
1153
Capital Growth Management
Massachusetts
– -$16.7M -150,000 Closed
AIA
1154
Avalon Investment & Advisory
Texas
– -$10.9M -98,109 Closed
ZIM
1155
Zacks Investment Management
Illinois
– -$10.5M -94,320 Closed
MLL
1156
Moody Lynn & Lieberson
Massachusetts
– -$9.9M -89,077 Closed
AIM
1157
Artemis Investment Management
United Kingdom
– -$9.88M -88,830 Closed
LSA
1158
L & S Advisors
California
– -$8.36M -75,211 Closed
LCM
1159
Lomas Capital Management
New York
– -$6.67M -60,000 Closed
EBSAM
1160
Eubel Brady & Suttman Asset Management
Ohio
– -$5.63M -50,629 Closed
FCM
1161
Frontier Capital Management
Massachusetts
– -$4.89M -43,952 Closed
CIP
1162
Chartwell Investment Partners
Pennsylvania
– -$4.84M -43,531 Closed
MCM
1163
Mazama Capital Management
Oregon
– -$4.21M -37,856 Closed
ICM
1164
Ionic Capital Management
New York
– -$4.01M -36,058 Closed
ACM
1165
Aviance Capital Management
Florida
– -$3.91M -35,188 Closed
CCM
1166
Century Capital Management
Massachusetts
– -$3.71M -33,335 Closed
SC
1167
Sculptor Capital
New York
– -$3.66M -32,888 Closed
GCM
1168
Graham Capital Management
Connecticut
– -$3.48M -31,300 Closed
WAM
1169
Wood Asset Management
Florida
– -$3.45M -31,050 Closed
OAMG
1170
Odey Asset Management Group
United Kingdom
– -$3.45M -31,000 Closed
Capstone Investment Advisors
1171
Capstone Investment Advisors
New York
– -$3.21M -28,830 Closed
CM
1172
Capital Management
Virginia
– -$3.15M -28,331 Closed
BFIM
1173
Beese Fulmer Investment Management
Ohio
– -$3.07M -27,587 Closed
OAC
1174
OMERS Administration Corp
Ontario, Canada
– -$2.75M -24,700 Closed
CO
1175
Caldwell & Orkin
Georgia
– -$2.6M -23,400 Closed
45 46
47
48 49