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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 %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$26.4M +$2.87M +29,588 +12%
SDIC
177
South Dakota Investment Council
South Dakota
$26.2M +$4.45M +45,888 +20%
RCM
178
RNC Capital Management
California
$26M -$6.16M -63,522 -19%
SAM
179
Shell Asset Management
Netherlands
$25.9M -$2.46M -25,372 -9%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$25.7M +$966K +9,963 +4%
CGI
181
CI Global Investments
California
$25.7M -$7.27M -75,000 -22%
SB
182
Suntrust Banks
Georgia
$25.7M +$186K +1,919 +0.7%
ACI
183
AMP Capital Investors
Australia
$25.7M -$2.55M -26,230 -9%
OTPPB
184
Ontario Teachers' Pension Plan Board
Ontario, Canada
$25.4M +$11.1M +114,358 +77%
KIG
185
Kovitz Investment Group
Illinois
$25.4M +$326K +3,362 +1%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$25.4M -$17.9M -185,184 -41%
FCIM
187
Fairview Capital Investment Management
California
$25.2M +$793K +8,185 +3%
UCFA
188
United Capital Financial Advisors
Texas
$25.1M +$889K +9,178 +4%
TPSF
189
Texas Permanent School Fund
Texas
$24.5M -$729K -7,521 -3%
HTC
190
Haverford Trust Company
Pennsylvania
$24.3M +$442K +4,561 +2%
Alyeska Investment Group
191
Alyeska Investment Group
Illinois
$24.3M +$24.3M +250,909 New
MNA
192
Manning & Napier Advisors
New York
$23.4M +$14.1M +145,166 +150%
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$23.2M +$207K +2,139 +0.9%
CA
194
Cullinan Associates
Kentucky
$23.2M -$4.82M -49,773 -17%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.2M -$223K -2,300 -1%
ALA
196
Atherton Lane Advisers
California
$22.7M -$473K -4,880 -2%
Canada Pension Plan Investment Board
197
Canada Pension Plan Investment Board
Ontario, Canada
$22.5M -$9.76M -100,700 -30%
WIM
198
Weitz Investment Management
Nebraska
$22.4M – – –
Korea Investment Corp
199
Korea Investment Corp
South Korea
$22.2M +$6.86M +70,800 +45%
MA
200
MUFG Americas
New York
$22.1M -$1.01M -10,456 -4%
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