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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 %
EA
1226
Emerald Advisers
Pennsylvania
– -$216K -1,941 Closed
CCA
1227
Cobblestone Capital Advisors
New York
– -$215K -1,934 Closed
ZIC
1228
ZWJ Investment Counsel
Georgia
– -$214K -1,920 Closed
TSWM
1229
Triangle Securities Wealth Management
North Carolina
– -$212K -1,905 Closed
Koshinski Asset Management
1230
Koshinski Asset Management
Illinois
– -$211K -1,895 Closed
LCOV
1231
London Company of Virginia
Virginia
– -$210K -1,889 Closed
CCM
1232
Catawba Capital Management
Virginia
– -$207K -1,865 Closed
OPCM
1233
Osborne Partners Capital Management
California
– -$206K -1,850 Closed
PAM
1234
Palisade Asset Management
Minnesota
– -$203K -1,825 Closed
PP
1235
Palladium Partners
Virginia
– -$202K -1,815 Closed
SFPIA
1236
Stevens First Principles Investment Advisors
California
– -$89K -800 Closed
ST
1237
Spot Trading
Illinois
– -$89K -798 Closed
HCC
1238
Hirtle Callaghan & Co
Pennsylvania
– -$83K -750 Closed
PFG
1239
Pacific Financial Group
Washington
– -$22K -200 Closed
KCM
1240
Karp Capital Management
California
– -$22K -200 Closed
NYLT
1241
New York Life Trust
New York
– -$11K -100 Closed
CIA
1242
Choate Investment Advisors
Massachusetts
– -$10.1K -91 Closed
MAS
1243
Madden Advisory Services
Florida
– -$1K -12 Closed
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