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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 %
RT
1201
Reliance Trust
Georgia
– -$379K -3,408 Closed
BJL
1202
Brighton Jones LLC
Washington
– -$367K -3,298 Closed
NIS
1203
National Investment Services
Wisconsin
– -$347K -3,123 Closed
MM
1204
Midas Management
New York
– -$334K -3,000 Closed
KAH
1205
Kathryn A. Hall
– -$334K -3,000 Closed
RGC
1206
Roberts, Glore & Co
Illinois
– -$314K -2,826 Closed
CMBA
1207
C.M. Bidwell & Associates
Hawaii
– -$310K -2,785 Closed
MCM
1208
Maryland Capital Management
Maryland
– -$294K -2,640 Closed
VF
1209
Virtu Financial
New York
– -$287K -2,578 Closed
HSA
1210
HBK Sorce Advisory
Pennsylvania
– -$274K -2,464 Closed
BAM
1211
Baring Asset Management
United Kingdom
– -$260K -2,342 Closed
LCM
1212
Laurion Capital Management
New York
– -$256K -2,300 Closed
ATC
1213
Argent Trust Co
Tennessee
– -$252K -2,266 Closed
CL
1214
Croft-Leominster
Maryland
– -$235K -2,110 Closed
MGIA
1215
Moneta Group Investment Advisors
Missouri
– -$228K -2,055 Closed
CFA
1216
Cahill Financial Advisors
Minnesota
– -$228K -2,045 Closed
CIC
1217
Cornercap Investment Counsel
Georgia
– -$227K -2,044 Closed
DT
1218
Diversified Trust
Tennessee
– -$224K -2,015 Closed
GF
1219
Gerstein Fisher
New York
– -$223K -2,012 Closed
FNB
1220
First Niagara Bank
New York
– -$223K -2,008 Closed
LCM
1221
Logan Capital Management
Pennsylvania
– -$222K -2,000 Closed
SM
1222
Salzhauer Michael
– -$222K -2,000 Closed
FMBTD
1223
First Midwest Bank Trust Division
Illinois
– -$220K -1,981 Closed
DG
1224
Davidson & Garrard
Virginia
– -$218K -1,959 Closed
PGA
1225
Portland Global Advisors
Maine
– -$217K -1,949 Closed
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49
50