UPS icon

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 %
TU
201
TDAM USA
Ontario, Canada
$21.4M -$740K -7,631 -3%
AG
202
Aperio Group
California
$21.2M +$1.27M +13,139 +6%
BHIA
203
Birch Hill Investment Advisors
Massachusetts
$21.1M +$634K +6,540 +3%
Los Angeles Capital Management
204
Los Angeles Capital Management
California
$20.9M -$73.8M -761,756 -78%
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$20.8M +$12.4M +127,525 +147%
VDI
206
Vaughan David Investments
Illinois
$20.5M +$175K +1,801 +0.9%
SM
207
Stratton Management
Pennsylvania
$20.3M -$1.52M -15,682 -7%
MAM
208
Martingale Asset Management
Massachusetts
$20.2M +$2.84M +29,291 +16%
SIC
209
Schwartz Investment Counsel
Michigan
$20.1M -$29.1K -300 -0.1%
AAF
210
Andra AP-fonden
Sweden
$20M +$746K +7,700 +4%
Nomura Asset Management
211
Nomura Asset Management
Japan
$19.8M -$1.09M -11,250 -5%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$19.7M – – –
Mariner
213
Mariner
Kansas
$19.6M +$2.54M +26,193 +15%
BCM
214
Bridgeway Capital Management
Texas
$19.4M -$2.12M -21,920 -10%
MIS
215
Morningstar Investment Services
Illinois
$18.6M +$1.27M +13,066 +7%
WP
216
WMS Partners
Maryland
$18.1M +$31.3K +323 +0.2%
TRSOTSOK
217
Teachers Retirement System of the State of Kentucky
Kentucky
$18.1M -$2.28M -23,500 -11%
CI
218
Cooper Investors
Australia
$17.9M +$882K +9,100 +5%
GIA
219
Guyasuta Investment Advisors
Pennsylvania
$17.8M +$191K +1,974 +1%
WSFS
220
Wilmington Savings Fund Society
Delaware
$17.6M -$37.4K -386 -0.2%
AAM
221
Aberdeen Asset Management
United Kingdom
$17.6M -$19.5M -201,643 -53%
M&T Bank
222
M&T Bank
New York
$17.5M +$4.56K +47 +0%
ST
223
Sabal Trust
Florida
$17.4M +$605K +6,245 +4%
CWM
224
Concert Wealth Management
California
$17.4M +$355K +6,255 +2%
WMSA
225
Weiss Multi-Strategy Advisers
New York
$17.3M +$7.56M +78,034 +78%
7 8
9
10 11