UPS icon

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 %
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$20.4M -$504K -5,200 -2%
VDI
202
Vaughan David Investments
Illinois
$20.3M +$131K +1,350 +0.6%
Comerica Bank
203
Comerica Bank
Texas
$20.2M -$24M -247,169 -54%
SIC
204
Schwartz Investment Counsel
Michigan
$20.2M – – –
PI
205
Putnam Investments
Massachusetts
$20.1M -$18.3M -188,452 -48%
Caisse de Depot et Placement du Quebec (CDPQ)
206
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.9M -$8.87M -91,500 -31%
AG
207
Aperio Group
California
$19.9M +$244K +2,522 +1%
BKBG
208
BHF Kleinwort Benson Group
Belgium
$19.8M +$7.21M +74,387 +57%
GAM
209
Gotham Asset Management
New York
$19.8M +$17.1M +176,696 +647%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$19.7M +$12.6K +130 +0.1%
TG
211
TCW Group
California
$19.6M +$662K +6,833 +4%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$19.4M +$15.2M +157,109 +364%
HI
213
Honeywell International
North Carolina
$19.4M +$19.4M +200,000 New
AAF
214
Andra AP-fonden
Sweden
$19.3M -$4.22M -43,500 -18%
SAM
215
Silvercrest Asset Management
New York
$19M -$10.6M -109,441 -36%
AC
216
Allstate Corporation
Illinois
$18.8M +$15.1M +155,279 +403%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$18.5M +$6.07M +62,561 +49%
AQR Capital Management
218
AQR Capital Management
Connecticut
$18.1M -$7.76M -80,063 -30%
WP
219
WMS Partners
Maryland
$18.1M +$103K +1,063 +0.6%
EWM
220
Evercore Wealth Management
New York
$17.7M -$113K -1,163 -0.6%
WSFS
221
Wilmington Savings Fund Society
Delaware
$17.6M -$292K -3,012 -2%
GIA
222
Guyasuta Investment Advisors
Pennsylvania
$17.6M +$228K +2,347 +1%
M&T Bank
223
M&T Bank
New York
$17.5M -$1.51M -15,616 -8%
MIS
224
Morningstar Investment Services
Illinois
$17.4M +$1.22M +12,619 +8%
MAM
225
Martingale Asset Management
Massachusetts
$17.4M -$472K -4,871 -3%
7 8
9
10 11