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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.

New
Increased
Maintained
Reduced
Closed
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 %
JHIU
76
Janus Henderson Investors US
Colorado
$106M +$3.4M +35,050 +3%
CB
77
Cooke & Bieler
Pennsylvania
$106M +$5.37M +55,413 +5%
HMP
78
HS Management Partners
New York
$105M +$18.5M +191,025 +21%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$104M +$1.32M +13,600 +1%
SCM
80
Sterling Capital Management
North Carolina
$103M -$4.11M -42,423 -4%
MTB
81
Mizuho Trust & Banking
Japan
$97.1M +$3.43M +35,400 +4%
Victory Capital Management
82
Victory Capital Management
Texas
$96.1M -$33.6M -346,356 -26%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$94.7M -$24.9M -256,697 -21%
Calamos Advisors
84
Calamos Advisors
Illinois
$93.3M +$3.42M +35,292 +4%
Principal Financial Group
85
Principal Financial Group
Iowa
$92.9M +$2.12M +21,875 +2%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$89.7M -$9.31M -96,074 -9%
EVM
87
Eaton Vance Management
Massachusetts
$86.8M +$7.81M +80,548 +10%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$85.8M -$14.3M -147,210 -14%
PPA
89
Parametric Portfolio Associates
Washington
$85.2M +$1.88M +19,436 +2%
TA
90
Teachers Advisors
New York
$85M +$3.93M +40,563 +5%
AAMU
91
Amundi Asset Management US
Massachusetts
$83M +$10.6M +109,345 +15%
EHC
92
Everett Harris & Co
California
$82.9M -$7.27M -75,035 -8%
Baillie Gifford & Co
93
Baillie Gifford & Co
United Kingdom
$82.5M -$41.1M -424,455 -33%
SC
94
Saturna Capital
Washington
$79.4M +$5.8K +60 +0%
BBHC
95
Brown Brothers Harriman & Co
New York
$77.2M -$14.8K -153 -0%
BJ
96
BlackRock Japan
Japan
$76.9M -$7.83M -80,799 -9%
GIA
97
Gateway Investment Advisers
Ohio
$75.7M +$14.9K +154 +0%
RJA
98
Raymond James & Associates
Florida
$75.4M -$1.78M -18,327 -2%
GT
99
Glenmede Trust
Pennsylvania
$72.9M -$3.8M -39,200 -5%
Credit Agricole
100
Credit Agricole
France
$72.6M -$5.46M -56,352 -7%
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4
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