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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.

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 %
Capital International Investors
51
Capital International Investors
California
$176M – – –
JIM
52
Jensen Investment Management
Oregon
$175M -$61.9M -638,959 -26%
Citadel Advisors
53
Citadel Advisors
Florida
$163M +$163M +1,684,674 New
Deutsche Bank
54
Deutsche Bank
Germany
$158M +$18.7M +192,905 +13%
APG Asset Management
55
APG Asset Management
Netherlands
$157M -$2.08M -21,486 -1%
SA
56
SQ Advisors
Florida
$155M -$3.29M -33,925 -2%
RFC
57
Russell Frank Company
Washington
$140M -$9.95M -102,629 -7%
Swiss National Bank
58
Swiss National Bank
Switzerland
$139M +$36.4M +375,100 +36%
MC
59
Montag & Caldwell
Georgia
$135M -$129M -1,332,193 -49%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$131M +$1.73M +17,860 +1%
MPI
61
Mairs & Power Inc
Minnesota
$127M +$965K +9,951 +0.8%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$126M -$2.35M -24,200 -2%
CS
63
Credit Suisse
Switzerland
$126M -$14.7M -151,707 -10%
AllianceBernstein
64
AllianceBernstein
Tennessee
$126M -$4.63M -47,777 -4%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$126M -$2.16M -22,300 -2%
HCM
66
Herndon Capital Management
Georgia
$124M -$17.3M -178,598 -12%
GE
67
General Electric
Ohio
$124M -$10.9M -112,340 -8%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$121M -$8.99M -92,694 -7%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$120M +$30.3M +312,661 +34%
USAA
70
United Services Automobile Association
Texas
$119M -$18M -185,675 -13%
LBA
71
Letko, Brosseau & Associates
Quebec, Canada
$119M -$1.02M -10,550 -0.9%
FAM
72
Fred Alger Management
New York
$116M +$49.5M +510,250 +74%
RRAM
73
River Road Asset Management
Kentucky
$112M +$6.45M +66,553 +6%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$111M -$1.76M -18,105 -2%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$109M +$4.65M +48,008 +4%
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