UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$291M
3
JHIU
3
Janus Henderson Investors US
Colorado
$230M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.76B
5
BFA
5
BlackRock Fund Advisors
California
$1.21B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$260M
3
Prudential Financial
3
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$355M -$42M -389,838 -11%
BA
27
BlackRock Advisors
Delaware
$348M -$12.1M -112,733 -3%
O
28
OppenheimerFunds
New York
$330M -$25.6M -237,938 -7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$304M +$12.8M +119,030 +4%
AAMU
30
Amundi Asset Management US
Massachusetts
$300M +$33.1M +307,409 +12%
Charles Schwab
31
Charles Schwab
California
$294M -$21M -194,983 -7%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$293M +$26.2M +243,135 +10%
AllianceBernstein
33
AllianceBernstein
Tennessee
$291M +$155M +1,438,539 +114%
UBS Group
34
UBS Group
Switzerland
$281M -$5.33M -49,525 -2%
MCM
35
Manchester Capital Management
Vermont
$278M -$135K -1,255 -0%
BIM
36
BlackRock Investment Management
Delaware
$277M +$595K +5,521 +0.2%
Fidelity International
37
Fidelity International
Bermuda
$272M +$335K +3,111 +0.1%
Boston Partners
38
Boston Partners
Massachusetts
$269M +$210M +1,944,957 +351%
Morgan Stanley
39
Morgan Stanley
New York
$260M -$106M -979,551 -29%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$256M +$53.8M +499,737 +27%
Swiss National Bank
41
Swiss National Bank
Switzerland
$244M +$13.3M +123,500 +6%
JHIU
42
Janus Henderson Investors US
Colorado
$230M +$145M +1,346,617 +170%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$219M +$2.92M +27,076 +1%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$216M +$320K +2,975 +0.1%
MC
45
Montag & Caldwell
Georgia
$215M -$15.9M -147,729 -7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$203M -$6.15M -57,100 -3%
UBS AM
47
UBS AM
Illinois
$202M -$2.41M -22,406 -1%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M -$33.2M -308,496 -15%
APG Asset Management
49
APG Asset Management
Netherlands
$185M – – –
JIM
50
Jensen Investment Management
Oregon
$181M -$2.44M -22,639 -1%
1
2
3 4 5