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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$503M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
TIM
3
Thornburg Investment Management
New Mexico
$183M
4
State Street
4
State Street
Massachusetts
$3.3B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.27B

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$20M
2
BA
2
BlackRock Advisors
Delaware
$652M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$932M
4
JHIU
4
Janus Henderson Investors US
Colorado
$118M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
26
Primecap Management
California
$461M -$1.23M -11,050 -0.3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$461M -$51.7M -464,984 -10%
American Century Companies
28
American Century Companies
Missouri
$408M -$35.1M -315,565 -8%
SI
29
Sentry Investments
Ontario, Canada
$407M -$13.2M -118,755 -3%
Goldman Sachs
30
Goldman Sachs
New York
$371M +$61.1M +549,184 +20%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$351M +$7.31M +65,745 +2%
TCIM
32
TIAA CREF Investment Management
New York
$350M -$27.8M -250,226 -7%
Ameriprise
33
Ameriprise
Minnesota
$341M +$58.8M +528,742 +21%
Legal & General Group
34
Legal & General Group
United Kingdom
$321M -$10.6M -95,086 -3%
Invesco
35
Invesco
Georgia
$309M -$13.3M -119,222 -4%
Morgan Stanley
36
Morgan Stanley
New York
$306M +$37.8M +339,672 +14%
MC
37
Montag & Caldwell
Georgia
$303M -$46M -413,375 -13%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$302M +$16.3M +146,558 +6%
MAA
39
Managed Account Advisors
New Jersey
$297M +$10.7M +96,358 +4%
BIM
40
BlackRock Investment Management
Delaware
$295M -$12.3M -110,535 -4%
MCM
41
Manchester Capital Management
Vermont
$292M -$24.1M -216,384 -8%
UBS AM
42
UBS AM
Illinois
$289M -$10.4M -93,500 -3%
JIM
43
Jensen Investment Management
Oregon
$271M -$6.24M -56,173 -2%
Parnassus Investments
44
Parnassus Investments
California
$267M -$72.9K -656 -0%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$257M +$81.2M +730,754 +46%
Charles Schwab
46
Charles Schwab
California
$251M +$20.3M +182,949 +9%
O
47
OppenheimerFunds
New York
$240M +$466K +4,190 +0.2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$234M -$11.5M -103,148 -5%
BlackRock
49
BlackRock
New York
$234M -$9.64M -86,692 -4%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$210M +$14M +139,000 +7%
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