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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$188M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.04B
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$60.6M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$377M
5
HCM
5
Herndon Capital Management
Georgia
$174M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$523M
2
State Street
2
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
4
Citadel Advisors
Florida
$82.2M
5
PP
5
Prudential plc
United Kingdom
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
1151
St. Johns Investment Management
Florida
$2K – – –
AP
1152
Atwood & Palmer
Missouri
$2K – – –
1GA
1153
1st Global Advisors
Texas
$1.57K -$67 -695 -4%
FNYS
1154
First New York Securities
New York
$1.07K – – –
WCM
1155
Wealthcare Capital Management
Virginia
$1K -$238K -2,860 -100%
MAS
1156
Madden Advisory Services
Florida
$1K +$1K +12 New
Parallax Volatility Advisers
1157
Parallax Volatility Advisers
California
– -$45.5M -469,841 Closed
Renaissance Technologies
1158
Renaissance Technologies
New York
– -$40.6M -418,300 Closed
EAM
1159
Eagle Asset Management
Florida
– -$35.5M -366,554 Closed
Lord, Abbett & Co
1160
Lord, Abbett & Co
New Jersey
– -$28.2M -290,600 Closed
RHBC
1161
R.H. Bluestein & Co
Michigan
– -$21.8M -225,292 Closed
PI
1162
PGGM Investments
Netherlands
– -$21.7M -223,676 Closed
ARC
1163
Absolute Return Capital
Massachusetts
– -$12.8M -131,687 Closed
Arrowstreet Capital
1164
Arrowstreet Capital
Massachusetts
– -$12.5M -128,824 Closed
JGC
1165
J. Goldman & Co
New York
– -$11.3M -117,000 Closed
GL
1166
GLG LLC
New York
– -$7.53M -77,707 Closed
EAM
1167
EverPoint Asset Management
Connecticut
– -$7.27M -75,000 Closed
NFGCM
1168
Norman Fields Gottscho Capital Management
New York
– -$6.3M -65,027 Closed
GIM
1169
Gyrus Investment Management
Ontario, Canada
– -$6.2M -63,944 Closed
EA
1170
Evanston Advisors
Illinois
– -$5.64M -58,146 Closed
RIG
1171
Roosevelt Investment Group
New York
– -$5.52M -56,940 Closed
SCM
1172
SKBA Capital Management
California
– -$4.91M -50,650 Closed
QIM
1173
Quantitative Investment Management
Virginia
– -$4.66M -48,100 Closed
BIC
1174
Beach Investment Counsel
Pennsylvania
– -$4.15M -42,794 Closed
TH
1175
Timber Hill
Connecticut
– -$4.06M -41,908 Closed
45 46
47
48 49