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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$503M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
3
TIM
Thornburg Investment Management
New Mexico
+$183M
4
State Street
State Street
Massachusetts
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
2
BA
BlackRock Advisors
Delaware
-$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
4
JHIU
Janus Henderson Investors US
Colorado
-$121M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
Summit Capital Management
Washington
$30.6M -$145K -1,300 -0.5%
Canada Pension Plan Investment Board
177
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M +$6.09M +54,795 +25%
AQR Capital Management
178
AQR Capital Management
Connecticut
$29.7M -$944K -8,495 -3%
TPSF
179
Texas Permanent School Fund
Texas
$29.5M -$905K -8,138 -3%
TSU
180
TD Securities (USA)
New York
$29.4M +$2.07M +18,642 +8%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$28.8M -$1.13M -10,150 -4%
FFA
182
First Foundation Advisors
California
$28.3M +$426K +3,833 +2%
PI
183
PGGM Investments
Netherlands
$28.2M – – –
MME
184
Meag Munich Ergo
Germany
$27.7M +$23.8M +212,657 +612%
MIH
185
Madison Investment Holdings
Wisconsin
$27.6M -$614K -5,522 -2%
FCIM
186
Fairview Capital Investment Management
California
$27.5M -$13.9K -125 -0.1%
Axa
187
Axa
France
$26.9M +$1M +9,000 +4%
AAF
188
Andra AP-fonden
Sweden
$26.9M -$489K -4,400 -2%
MCI
189
McDonald Capital Investors
California
$26.9M -$87.3K -785 -0.3%
HTC
190
Haverford Trust Company
Pennsylvania
$26.7M -$76.6K -689 -0.3%
SB
191
Suntrust Banks
Georgia
$26.2M -$4.95M -44,515 -16%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.2M -$2.59M -23,300 -9%
RHBC
193
R.H. Bluestein & Co
Michigan
$26.1M -$13.1M -117,781 -33%
CWM
194
Concert Wealth Management
California
$25.8M -$3.13M -28,166 -11%
WIM
195
Weitz Investment Management
Nebraska
$25.7M -$889K -8,000 -3%
MA
196
MUFG Americas
New York
$25.4M +$1.07M +9,595 +4%
CWP
197
Capital Wealth Planning
Florida
$25.4M +$5.26K +24 +0%
ALA
198
Atherton Lane Advisers
California
$25.3M +$1.17M +10,566 +5%
SM
199
Stratton Management
Pennsylvania
$25.1M +$12M +108,057 +92%
BIC
200
Beach Investment Counsel
Pennsylvania
$25M +$25M +224,684 New
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