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United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$291M
3
JHIU
3
Janus Henderson Investors US
Colorado
$230M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.76B
5
BFA
5
BlackRock Fund Advisors
California
$1.21B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$260M
3
Prudential Financial
3
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
76
Neuberger Berman Group
New York
$112M -$1.18M -10,933 -1%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$111M +$10.9M +101,100 +11%
Westfield Capital Management
78
Westfield Capital Management
Massachusetts
$110M +$10.3M +95,702 +10%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$108M +$3.08M +28,568 +3%
Prudential Financial
80
Prudential Financial
New Jersey
$107M -$87.2M -809,850 -45%
Principal Financial Group
81
Principal Financial Group
Iowa
$107M -$2.17M -20,144 -2%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$105M +$13.2M +122,434 +14%
SCM
83
Sterling Capital Management
North Carolina
$102M -$725K -6,728 -0.7%
Diamond Hill Capital Management
84
Diamond Hill Capital Management
Ohio
$95.9M -$1.46M -13,576 -2%
RJA
85
Raymond James & Associates
Florida
$95.8M +$7.61M +70,665 +9%
BBHC
86
Brown Brothers Harriman & Co
New York
$94.7M +$10M +92,987 +12%
BJ
87
BlackRock Japan
Japan
$93.6M -$122K -1,132 -0.1%
EHC
88
Everett Harris & Co
California
$93.2M -$276K -2,566 -0.3%
HCM
89
Herndon Capital Management
Georgia
$92.9M -$49.2M -457,040 -35%
CB
90
Cooke & Bieler
Pennsylvania
$88.4M -$1.43M -13,260 -2%
CI
91
Cambiar Investors
Colorado
$87.8M -$2.93M -27,156 -3%
BTS
92
BB&T Securities
Virginia
$87.4M +$1.21M +11,257 +1%
HighTower Advisors
93
HighTower Advisors
Illinois
$87.3M +$16.8M +156,260 +24%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$81.3M +$8.01M +74,383 +11%
Credit Agricole
95
Credit Agricole
France
$78.6M +$3.36M +31,181 +4%
GIA
96
Gateway Investment Advisers
Ohio
$77.3M +$7.11K +66 +0%
Canada Life
97
Canada Life
Manitoba, Canada
$76.3M +$13.5M +125,499 +21%
GE
98
General Electric
Ohio
$74.2M -$1.33M -12,374 -2%
PI
99
Putnam Investments
Massachusetts
$73.9M +$17.7M +164,172 +31%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$73.5M +$60.9K +565 +0.1%
2 3
4
5 6