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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 %
FQ
151
First Quadrant
California
$32.6M -$116K -1,200 -0.4%
SRSA
152
S.R. Schill & Associates
Washington
$32.3M +$32.3M +333,100 New
Canada Pension Plan Investment Board
153
Canada Pension Plan Investment Board
Ontario, Canada
$32.3M +$5.66M +58,405 +21%
RCM
154
RNC Capital Management
California
$32.2M -$1.08M -11,135 -3%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$32.1M +$876K +9,034 +3%
NI
156
Nuance Investments
Missouri
$31M +$31M +319,400 New
HCM
157
Hollencrest Capital Management
California
$30.2M +$8.53K +88 +0%
CAM
158
Cacti Asset Management
Georgia
$30.1M +$2.49M +25,680 +9%
Macquarie Group
159
Macquarie Group
Australia
$29.9M +$2.79M +28,828 +10%
C
160
CFO4Life
Texas
$29.7M -$102K -1,050 -0.3%
LWM
161
Lyons Wealth Management
Florida
$29.3M – – –
SAM
162
Shell Asset Management
Netherlands
$28.4M +$1.24M +12,772 +5%
FFA
163
First Foundation Advisors
California
$28.3M +$3.71M +38,231 +15%
ACI
164
AMP Capital Investors
Australia
$28.2M -$1.1M -11,267 -4%
Lord, Abbett & Co
165
Lord, Abbett & Co
New Jersey
$28.2M -$1.43M -14,700 -5%
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$28.2M -$3.37M -34,718 -11%
IGIM
167
I.G. Investment Management
Manitoba, Canada
$28.1M -$12.2M -125,565 -30%
CA
168
Cullinan Associates
Kentucky
$28.1M -$162K -1,666 -0.6%
Janus Henderson Group
169
Janus Henderson Group
United Kingdom
$28M -$23.9M -246,493 -46%
GA
170
Geneva Advisors
Illinois
$27.3M -$26.4M -272,503 -49%
CI
171
Conning Inc
Connecticut
$26.5M +$6.24M +64,400 +31%
SOMRS
172
State of Michigan Retirement System
Michigan
$26M -$1.85M -19,100 -7%
NSLI
173
Nan Shan Life Insurance
Taiwan
$26M +$12.8M +132,400 +98%
SB
174
Suntrust Banks
Georgia
$25.5M +$2.62M +27,015 +11%
TPSF
175
Texas Permanent School Fund
Texas
$25.2M -$473K -4,876 -2%
5 6
7
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