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United Parcel Service
UPS

Overview Fund Activity

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$503M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
TIM
3
Thornburg Investment Management
New Mexico
$183M
4
State Street
4
State Street
Massachusetts
$3.3B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.27B

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$20M
2
BA
2
BlackRock Advisors
Delaware
$652M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$932M
4
JHIU
4
Janus Henderson Investors US
Colorado
$118M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Sterling Capital Management
North Carolina
$123M +$74.4M +669,103 +154%
RRAM
77
River Road Asset Management
Kentucky
$121M -$6.45M -57,976 -5%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$119M +$8.47M +76,179 +8%
JHIU
79
Janus Henderson Investors US
Colorado
$118M -$121M -1,087,322 -51%
Swiss National Bank
80
Swiss National Bank
Switzerland
$117M -$3.41M -30,700 -3%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$117M -$1.88M -16,900 -2%
CB
82
Cooke & Bieler
Pennsylvania
$116M -$121K -1,090 -0.1%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$115M +$3.5M +31,510 +3%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$114M -$1.22M -10,953 -1%
Prudential Financial
85
Prudential Financial
New Jersey
$112M -$45M -404,371 -29%
MTB
86
Mizuho Trust & Banking
Japan
$107M +$1.6M +14,380 +2%
First Manhattan
87
First Manhattan
New York
$105M -$2.3M -20,725 -2%
Principal Financial Group
88
Principal Financial Group
Iowa
$104M -$4.58M -41,165 -4%
EHC
89
Everett Harris & Co
California
$103M +$303K +2,725 +0.3%
Calamos Advisors
90
Calamos Advisors
Illinois
$103M +$7.7M +69,307 +8%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$103M +$31.5M +283,043 +44%
HMP
92
HS Management Partners
New York
$99M -$12M -107,955 -11%
KeyBank National Association
93
KeyBank National Association
Ohio
$98.3M +$1.53M +13,793 +2%
BJ
94
BlackRock Japan
Japan
$97.2M -$1.39M -12,495 -1%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$96.3M +$1.35M +12,111 +1%
PPA
96
Parametric Portfolio Associates
Washington
$95.6M +$2.39M +21,510 +3%
TA
97
Teachers Advisors
New York
$92.9M -$4.93M -44,314 -5%
SC
98
Saturna Capital
Washington
$91.3M – – –
EVM
99
Eaton Vance Management
Massachusetts
$90.6M +$6.32M +56,829 +8%
BBHC
100
Brown Brothers Harriman & Co
New York
$88.5M -$7.98M -71,775 -8%
2 3
4
5 6