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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 %
UCFA
176
United Capital Financial Advisors
Texas
$25.1M +$6.02M +59,859 +31%
KIG
177
Kovitz Investment Group
Illinois
$25.1M -$4.68M -48,301 -16%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$24.8M -$325K -3,350 -1%
MCI
179
McDonald Capital Investors
California
$24.7M +$1.26M +13,015 +5%
FCIM
180
Fairview Capital Investment Management
California
$24.4M +$418K +4,310 +2%
MIH
181
Madison Investment Holdings
Wisconsin
$24.2M +$134K +1,383 +0.6%
TSU
182
TD Securities (USA)
New York
$24.2M -$1.46M -15,029 -6%
HTC
183
Haverford Trust Company
Pennsylvania
$23.9M +$598K +6,164 +3%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$23.5M +$2.23M +22,992 +10%
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.4M +$508K +5,236 +2%
National Pension Service
186
National Pension Service
South Korea
$23.3M +$3.2M +33,002 +16%
MA
187
MUFG Americas
New York
$23.1M +$962K +9,924 +4%
ALA
188
Atherton Lane Advisers
California
$23.1M +$1.1M +11,325 +5%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$23M +$21.5M +221,829 +1,410%
WIM
190
Weitz Investment Management
Nebraska
$22.4M – – –
Axa
191
Axa
France
$22.4M -$1.11M -11,452 -5%
TU
192
TDAM USA
Ontario, Canada
$22.1M +$428K +4,419 +2%
RHBC
193
R.H. Bluestein & Co
Michigan
$21.8M -$928K -9,571 -4%
SM
194
Stratton Management
Pennsylvania
$21.8M -$110K -1,135 -0.5%
SDIC
195
South Dakota Investment Council
South Dakota
$21.8M +$10.6M +109,440 +95%
PI
196
PGGM Investments
Netherlands
$21.7M -$2.91M -29,983 -12%
BCM
197
Bridgeway Capital Management
Texas
$21.5M +$1.57M +16,150 +8%
Nomura Asset Management
198
Nomura Asset Management
Japan
$20.9M -$9.73M -100,320 -32%
WBC
199
Westpac Banking Corp
Australia
$20.7M -$170K -1,665 -0.8%
BHIA
200
Birch Hill Investment Advisors
Massachusetts
$20.5M +$223K +2,299 +1%
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