UPS icon

United Parcel Service
UPS

Overview Fund Activity

946 hedge funds and large institutions have $46.4B invested in United Parcel Service in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 398 increasing their positions, 360 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
30.68%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.49%
New
63
Increased
398
Reduced
360
Closed
58
Calls
$3.79B
Puts
$829M
Net Calls
+$2.96B
Net Calls Change
+$1.94B

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$110M
2
State Street
2
State Street
Massachusetts
$2.66B
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$171M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.46B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$390M

Top Sellers

1
SCM
1
Scout Capital Management
New York
$0
2
O
2
OppenheimerFunds
New York
$368M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$82.2M
4
HCM
4
Highfields Capital Management
Massachusetts
$267M
5
MC
5
Montag & Caldwell
Georgia
$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
51
Capital International Investors
California
$198M – – –
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$178M -$877K -9,601 -0.5%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$176M +$2.49M +27,262 +1%
Loomis, Sayles & Company
54
Loomis, Sayles & Company
Massachusetts
$171M +$92.1M +1,007,666 +117%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$170M +$355K +3,885 +0.2%
BlackRock
56
BlackRock
New York
$168M +$6.07M +66,433 +4%
RFC
57
Russell Frank Company
Washington
$157M -$27.2M -297,436 -15%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$154M -$15.9M -173,579 -9%
HCM
59
Herndon Capital Management
Georgia
$153M +$11.9M +130,060 +8%
Parnassus Investments
60
Parnassus Investments
California
$142M +$168K +1,840 +0.1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$138M -$2.88M -31,488 -2%
LBA
62
Letko, Brosseau & Associates
Quebec, Canada
$137M -$3.91M -42,800 -3%
Charles Schwab
63
Charles Schwab
California
$135M +$6.85M +74,610 +5%
RRAM
64
River Road Asset Management
Kentucky
$133M -$752K -8,230 -0.6%
Boston Partners
65
Boston Partners
Massachusetts
$132M +$59.5M +651,580 +83%
AllianceBernstein
66
AllianceBernstein
Tennessee
$128M -$79.5M -870,027 -38%
EAM
67
Edge Asset Management
Washington
$125M +$59.1M +666,077 +90%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$123M -$2.25M -24,675 -2%
Renaissance Technologies
69
Renaissance Technologies
New York
$120M +$7.7M +84,300 +7%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$119M +$3.68M +40,233 +3%
USAA
71
United Services Automobile Association
Texas
$115M +$430K +4,703 +0.4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$114M +$355K +3,883 +0.3%
Lord, Abbett & Co
73
Lord, Abbett & Co
New Jersey
$110M +$110M +1,202,900 New
SB
74
Suntrust Banks
Georgia
$109M -$9.25M -101,242 -8%
KCM
75
Kensico Capital Management
Connecticut
$106M +$238K +2,600 +0.2%
1 2
3
4 5