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United Parcel Service
UPS

Overview Fund Activity

1,049 hedge funds and large institutions have $53.1B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 357 increasing their positions, 426 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+103
Holders Change %
+10.89%
% of All Funds
30.47%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.74%
New
148
Increased
357
Reduced
426
Closed
37
Calls
$4.12B
Puts
$955M
Net Calls
+$3.16B
Net Calls Change
+$201M

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$306M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.77B
3
State Street
3
State Street
Massachusetts
$3.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.54B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$85.1M

Top Sellers

1
MC
1
Maverick Capital
Texas
$0
2
O
2
OppenheimerFunds
New York
$221M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.51M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$330M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$78.2M +$25.4M +241,295 +48%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$77.8M +$1.62M +15,449 +2%
FAM
103
Fred Alger Management
New York
$77.6M -$368K -3,501 -0.5%
MG
104
Markel Group
Virginia
$77.3M -$237K -2,259 -0.3%
CIC
105
Chilton Investment Company
Connecticut
$76M -$1.98M -18,938 -3%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$75.4M +$3.64M +34,600 +5%
CIC
107
Crawford Investment Counsel
Georgia
$74.4M -$3.5M -33,269 -4%
Dimensional Fund Advisors
108
Dimensional Fund Advisors
Texas
$74M +$1.15M +10,974 +2%
SI
109
Sentry Investments
Ontario, Canada
$72.6M +$336K +3,200 +0.5%
NFA
110
Nationwide Fund Advisors
Ohio
$68.8M -$2M -19,013 -3%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$68.8M +$5.2M +49,500 +8%
BBHC
112
Brown Brothers Harriman & Co
New York
$68.5M -$16.8M -159,602 -20%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$68M -$868K -8,258 -1%
PI
114
PGGM Investments
Netherlands
$67.6M +$57.2M +544,362 +548%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$66.9M +$47.8M +454,569 +250%
Baillie Gifford & Co
116
Baillie Gifford & Co
United Kingdom
$65.9M -$58.8K -560 -0.1%
EAM
117
Edge Asset Management
Washington
$64.6M -$82.8M -787,758 -56%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$64.6M +$7.24M +68,894 +13%
HighTower Advisors
119
HighTower Advisors
Illinois
$63.9M +$126K +1,199 +0.2%
CA
120
Cullinan Associates
Kentucky
$61M -$15.7M -149,435 -20%
PRA
121
Parametric Risk Advisors
Connecticut
$60.3M -$9.57M -91,097 -14%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$59.8M +$50.9K +484 +0.1%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$58.2M -$30.5M -290,276 -34%
SONJCPFA
124
State of New Jersey Common Pension Fund A
New Jersey
$56.7M +$4.2M +40,000 +8%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$55.1M +$128K +1,218 +0.2%
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5
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