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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 %
Parnassus Investments
26
Parnassus Investments
California
$386M +$153M +1,579,130 +66%
American Century Companies
27
American Century Companies
Missouri
$360M +$4.74M +48,896 +1%
SI
28
Sentry Investments
Ontario, Canada
$352M -$2.63M -27,100 -0.7%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$318M +$12M +123,552 +4%
Goldman Sachs
30
Goldman Sachs
New York
$317M -$6.55M -67,518 -2%
Ameriprise
31
Ameriprise
Minnesota
$309M +$12.1M +124,387 +4%
TCIM
32
TIAA CREF Investment Management
New York
$288M -$16.8M -173,519 -6%
Legal & General Group
33
Legal & General Group
United Kingdom
$276M -$3.86M -39,838 -1%
Invesco
34
Invesco
Georgia
$268M -$2.25M -23,203 -0.8%
UBS Group
35
UBS Group
Switzerland
$267M -$224M -2,309,034 -46%
BIM
36
BlackRock Investment Management
Delaware
$257M +$102K +1,053 +0%
MCM
37
Manchester Capital Management
Vermont
$250M -$3.96M -40,808 -2%
Morgan Stanley
38
Morgan Stanley
New York
$250M -$17.5M -180,275 -7%
MAA
39
Managed Account Advisors
New Jersey
$239M -$19.8M -204,453 -8%
UBS AM
40
UBS AM
Illinois
$238M -$14.2M -146,200 -6%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$236M -$27.5M -283,191 -10%
Charles Schwab
42
Charles Schwab
California
$229M +$10.6M +108,886 +5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$212M -$12.3M -127,278 -6%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$210M – – –
O
45
OppenheimerFunds
New York
$209M +$377K +3,890 +0.2%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$205M +$1.7M +17,522 +0.8%
BlackRock
47
BlackRock
New York
$205M +$1.61M +16,632 +0.8%
Prudential Financial
48
Prudential Financial
New Jersey
$192M +$94.3M +972,700 +97%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$184M +$10M +103,159 +6%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$182M +$14.4M +148,621 +9%
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