UPS icon

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

Top Sellers

1
MC
1
Maverick Capital
Texas
$0
2
O
2
OppenheimerFunds
New York
$221M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$409M -$23.6M -224,273 -5%
MC
27
Montag & Caldwell
Georgia
$404M -$32.8M -311,730 -7%
BTS
28
BB&T Securities
Virginia
$394M +$7.24M +6,889 +2%
Ameriprise
29
Ameriprise
Minnesota
$388M +$1.95M +18,578 +0.5%
Invesco
30
Invesco
Georgia
$362M +$378K +3,598 +0.1%
Deutsche Bank
31
Deutsche Bank
Germany
$356M -$44.3M -421,571 -11%
U
32
UBS
Switzerland
$339M +$18.9M +180,021 +6%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$330M -$132M -1,255,750 -29%
Legal & General Group
34
Legal & General Group
United Kingdom
$329M -$2.94M -27,933 -0.9%
HCM
35
Highfields Capital Management
Massachusetts
$308M – – –
Nomura Holdings
36
Nomura Holdings
Japan
$306M +$293M +2,785,414 +2,130%
Morgan Stanley
37
Morgan Stanley
New York
$295M +$45.4M +432,367 +18%
MCM
38
Manchester Capital Management
Vermont
$288M +$9.99M +95,039 +4%
JIM
39
Jensen Investment Management
Oregon
$279M +$5.89M +56,080 +2%
BIM
40
BlackRock Investment Management
Delaware
$266M -$13.4M -127,842 -5%
MAA
41
Managed Account Advisors
New Jersey
$258M +$1.71M +16,287 +0.7%
UBS AM
42
UBS AM
Illinois
$251M +$11.6M +110,401 +5%
SA
43
SQ Advisors
Florida
$250M +$18.8M +179,376 +8%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$237M -$5.03M -47,900 -2%
Prudential Financial
45
Prudential Financial
New Jersey
$237M -$7.9M -75,180 -3%
FPP
46
Findlay Park Partners
United Kingdom
$236M – – –
GE
47
General Electric
Ohio
$228M -$5.37M -51,110 -2%
Capital World Investors
48
Capital World Investors
California
$228M – – –
Capital International Investors
49
Capital International Investors
California
$227M – – –
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$227M +$25M +238,562 +12%
1
2
3 4 5