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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
State Street
State Street
Massachusetts
$3.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
Maverick Capital
Texas
$0
2
O
OppenheimerFunds
New York
$221M
3
Boston Partners
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
First Foundation Advisors
California
$24M +$522K +4,963 +2%
CAM
202
Cacti Asset Management
Georgia
$24M +$922K +8,775 +4%
FCIM
203
Fairview Capital Investment Management
California
$23.7M -$419K -3,989 -2%
TGA
204
Trilogy Global Advisors
Florida
$23.5M -$8.5M -80,846 -27%
SAM
205
Shell Asset Management
Netherlands
$23.2M -$3.98M -37,896 -15%
ALA
206
Atherton Lane Advisers
California
$23.2M -$290K -2,760 -1%
VDI
207
Vaughan David Investments
Illinois
$23.1M -$190K -1,811 -0.8%
CWM
208
Concert Wealth Management
California
$22.8M -$5.42M -51,521 -19%
CCM
209
Cadence Capital Management
Massachusetts
$22.6M -$3.4M -32,331 -13%
PI
210
Putnam Investments
Massachusetts
$22.6M +$271K +2,577 +1%
MA
211
MUFG Americas
New York
$22.2M +$170K +1,615 +0.8%
SIC
212
Schwartz Investment Counsel
Michigan
$21.9M – – –
EWM
213
Evercore Wealth Management
New York
$21.6M +$152K +1,447 +0.7%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$21.3M +$21.3M +202,874 New
HIMCH
215
Hartford Investment Management Co (HIMCO)
Connecticut
$20.9M -$1.59M -15,115 -7%
FAF
216
Fjarde Ap-fonden
Sweden
$20.9M -$1.29M -12,290 -6%
WSFS
217
Wilmington Savings Fund Society
Delaware
$20.7M +$739K +7,031 +4%
PI
218
PineBridge Investments
New York
$20.6M +$12.9M +123,104 +168%
CI
219
Cooper Investors
Australia
$20.5M +$6.95M +59,137 +51%
B
220
BP
United Kingdom
$20.5M -$4.73M -45,000 -19%
LCS
221
Levin Capital Strategies
New York
$20.5M -$137K -1,305 -0.7%
BHIA
222
Birch Hill Investment Advisors
Massachusetts
$20.4M -$400K -3,805 -2%
BCM
223
Bridgeway Capital Management
Texas
$20.2M -$1.16M -11,060 -5%
SM
224
Stratton Management
Pennsylvania
$20.2M -$318K -3,030 -2%
IGIM
225
I.G. Investment Management
Manitoba, Canada
$20.2M +$1.88M +17,867 +10%
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