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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 %
SEI Investments
151
SEI Investments
Pennsylvania
$33.9M -$3.88M -40,081 -10%
GC
152
Guggenheim Capital
Illinois
$33.9M -$9.8M -101,087 -22%
Macquarie Group
153
Macquarie Group
Australia
$33.6M +$3.7M +38,152 +12%
Axa
154
Axa
France
$33.6M +$11.2M +115,500 +50%
FQ
155
First Quadrant
California
$33.2M +$601K +6,200 +2%
Stifel Financial
156
Stifel Financial
Missouri
$33M +$17.6M +182,624 +113%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$32.5M +$369K +3,807 +1%
SRSA
158
S.R. Schill & Associates
Washington
$32.3M – – –
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$32.3M +$4.1M +42,312 +15%
MIH
160
Madison Investment Holdings
Wisconsin
$30.4M +$6.2M +63,992 +26%
CAM
161
Cacti Asset Management
Georgia
$30.2M +$148K +1,530 +0.5%
HCM
162
Hollencrest Capital Management
California
$30.2M -$86.8K -896 -0.3%
C
163
CFO4Life
Texas
$29.6M -$21.6K -223 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
164
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M +$9.6M +99,100 +48%
CI
165
Conning Inc
Connecticut
$29.1M +$2.64M +27,197 +10%
NSLI
166
Nan Shan Life Insurance
Taiwan
$29.1M +$3.09M +31,834 +12%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$28.8M -$25.4M -262,469 -47%
IGIM
168
I.G. Investment Management
Manitoba, Canada
$28.7M +$648K +6,686 +2%
LWM
169
Lyons Wealth Management
Florida
$28.3M -$912K -9,410 -3%
FFA
170
First Foundation Advisors
California
$27.5M -$808K -8,333 -3%
Janus Henderson Group
171
Janus Henderson Group
United Kingdom
$27.4M -$610K -6,299 -2%
TSU
172
TD Securities (USA)
New York
$27.2M +$3.04M +31,397 +13%
National Pension Service
173
National Pension Service
South Korea
$27.2M +$3.82M +39,467 +16%
GA
174
Geneva Advisors
Illinois
$27.1M -$198K -2,044 -0.7%
TCM
175
Tetrem Capital Management
Manitoba, Canada
$26.6M +$26.3M +271,260 +9,786%
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