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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
State Street
State Street
Massachusetts
$3.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
Maverick Capital
Texas
$0
2
O
OppenheimerFunds
New York
$221M
3
Boston Partners
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHIU
151
Janus Henderson Investors US
Colorado
$38.3M +$4.44M +42,300 +13%
ARC
152
Absolute Return Capital
Massachusetts
$37.7M +$37.7M +358,715 New
AL
153
AJO LP
Pennsylvania
$37.5M +$37.1M +352,600 +8,600%
TG
154
TCW Group
California
$37.1M -$357K -3,400 -1%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$36.9M -$383K -3,647 -1%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$36.5M +$36.5M +347,789 New
CS
157
Cannell & Spears
New York
$36.1M -$565K -5,375 -2%
SAM
158
Silvercrest Asset Management
New York
$35.9M +$696K +6,625 +2%
RCM
159
RNC Capital Management
California
$35.3M +$58.4K +556 +0.2%
TPSF
160
Texas Permanent School Fund
Texas
$34.8M -$2.99M -28,464 -8%
GC
161
Guggenheim Capital
Illinois
$34.5M -$609K -5,797 -2%
Fisher Asset Management
162
Fisher Asset Management
Washington
$34.1M -$529K -5,037 -2%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$33.8M -$608K -5,785 -2%
HTC
164
Haverford Trust Company
Pennsylvania
$33.5M -$19M -180,382 -36%
Fiera Capital (Canada)
165
Fiera Capital (Canada)
Quebec, Canada
$33.5M +$23.6M +224,228 +238%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$32.9M -$1.19M -11,300 -3%
KIG
167
Kovitz Investment Group
Illinois
$32.7M -$10.5M -99,845 -24%
HCM
168
Hollencrest Capital Management
California
$32.7M +$32.7M +311,135 New
LBG
169
Lloyds Banking Group
United Kingdom
$32.7M +$8.93M +84,982 +38%
ACI
170
AMP Capital Investors
Australia
$32.5M +$10.3M +97,940 +46%
SIA
171
Sit Investment Associates
Minnesota
$32.5M -$2.09M -19,930 -6%
ACM
172
Argent Capital Management
Missouri
$32.2M +$32.2M +306,580 New
CCMH
173
Cornerstone Capital Management Holdings
New York
$32.2M +$6.36M +60,545 +25%
Macquarie Group
174
Macquarie Group
Australia
$31.9M +$1.31M +12,443 +4%
LWM
175
Lyons Wealth Management
Florida
$31.7M -$799K -7,600 -2%
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