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United Parcel Service
UPS

Overview Fund Activity

1,087 hedge funds and large institutions have $47.9B invested in United Parcel Service in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 437 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-5
Holders Change %
-0.46%
% of All Funds
31.56%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.48%
New
63
Increased
437
Reduced
427
Closed
58
Calls
$2.8B
Puts
$641M
Net Calls
+$2.15B
Net Calls Change
-$387M

Top Buyers

1
SI
1
Sentry Investments
Ontario, Canada
$371M
2
HMP
2
HS Management Partners
New York
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$453M
4
American Century Companies
4
American Century Companies
Missouri
$391M
5
DCM
5
Discovery Capital Management
Connecticut
$58.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$525M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$37.7M
3
Ameriprise
3
Ameriprise
Minnesota
$249M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.68B
5
MC
5
Montag & Caldwell
Georgia
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$191M -$18.9M -191,955 -9%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$178M +$6.55M +66,619 +4%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$172M -$2.83M -28,772 -2%
APG Asset Management
54
APG Asset Management
Netherlands
$166M +$24M +243,761 +17%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$163M +$23.6M +240,680 +17%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$155M +$5.03M +51,218 +3%
CS
57
Credit Suisse
Switzerland
$153M +$40.3M +409,722 +36%
USAA
58
United Services Automobile Association
Texas
$153M -$3.82M -38,834 -2%
RFC
59
Russell Frank Company
Washington
$153M -$5.98M -60,789 -4%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$146M -$7.4M -75,325 -5%
HCM
61
Herndon Capital Management
Georgia
$145M -$1.47M -14,768 -1%
GE
62
General Electric
Ohio
$142M -$38M -386,716 -21%
Prudential Financial
63
Prudential Financial
New Jersey
$139M -$20.8M -211,693 -13%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$132M -$1.74M -17,684 -1%
AllianceBernstein
65
AllianceBernstein
Tennessee
$131M -$5.42M -55,156 -4%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$129M -$25.4M -258,276 -16%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$128M +$1.42M +14,418 +1%
MPI
68
Mairs & Power Inc
Minnesota
$128M +$2.27M +23,128 +2%
FPP
69
Findlay Park Partners
United Kingdom
$126M – – –
Baillie Gifford & Co
70
Baillie Gifford & Co
United Kingdom
$124M -$10.7M -108,841 -8%
LBA
71
Letko, Brosseau & Associates
Quebec, Canada
$123M -$1.29M -13,150 -1%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$118M -$2.07M -21,054 -2%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$116M -$10.8M -109,483 -9%
RRAM
74
River Road Asset Management
Kentucky
$113M -$2.69M -27,397 -2%
Two Sigma Investments
75
Two Sigma Investments
New York
$112M -$36.6M -372,045 -25%
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