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United Parcel Service
UPS

Overview Fund Activity

1,216 hedge funds and large institutions have $45.6B invested in United Parcel Service in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 468 increasing their positions, 464 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+56
Holders Change %
+4.83%
% of All Funds
31.93%
Holding in Top 10
46
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-33.33%
% of All Funds
1.21%
New
132
Increased
468
Reduced
464
Closed
65
Calls
$1.67B
Puts
$702M
Net Calls
+$967M
Net Calls Change
+$323M

Top Buyers

1
TCM
Tran Capital Management
California
$180M
2
Invesco
Invesco
Georgia
$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.11B
4
Morgan Stanley
Morgan Stanley
New York
$340M
5
BFA
BlackRock Fund Advisors
California
$992M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$599M
2
Capital Research Global Investors
Capital Research Global Investors
California
$169M
3
GA
Greenhaven Associates
New York
$197M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.45M
5
American Century Companies
American Century Companies
Missouri
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$340M +$73.8M +767,087 +28%
Legal & General Group
27
Legal & General Group
United Kingdom
$329M +$15.4M +159,685 +5%
Goldman Sachs
28
Goldman Sachs
New York
$306M -$14.3M -149,075 -4%
TCIM
29
TIAA CREF Investment Management
New York
$301M +$23.2M +241,604 +8%
Charles Schwab
30
Charles Schwab
California
$287M +$38M +394,925 +15%
Fidelity International
31
Fidelity International
Bermuda
$279M +$12.9M +133,742 +5%
UBS Group
32
UBS Group
Switzerland
$272M +$16.4M +170,511 +6%
BIM
33
BlackRock Investment Management
Delaware
$261M -$2.77M -28,796 -1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$259M -$23.3M -242,324 -8%
O
35
OppenheimerFunds
New York
$257M +$6.93M +71,957 +3%
MCM
36
Manchester Capital Management
Vermont
$252M +$4.72M +49,010 +2%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$227M -$19.4M -201,670 -8%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$213M +$33.9M +352,170 +19%
GA
39
Greenhaven Associates
New York
$197M -$249M -2,584,373 -56%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$196M -$6.45M -67,000 -3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$188M -$590K -6,081 -0.3%
Deutsche Bank
42
Deutsche Bank
Germany
$188M +$10.8M +112,387 +6%
AAMU
43
Amundi Asset Management US
Massachusetts
$186M +$52.1M +540,965 +39%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$185M +$4.24M +44,100 +2%
BlackRock
45
BlackRock
New York
$180M -$14.8M -153,982 -8%
TCM
46
Tran Capital Management
California
$180M +$139M +1,443,586 +341%
UBS AM
47
UBS AM
Illinois
$178M -$36.8M -382,746 -17%
American Century Companies
48
American Century Companies
Missouri
$177M -$159M -1,650,925 -47%
JIM
49
Jensen Investment Management
Oregon
$174M +$320K +3,330 +0.2%
MC
50
Montag & Caldwell
Georgia
$172M -$37.2M -386,072 -18%
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