UPS icon

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 %
MG
101
Markel Group
Virginia
$72.2M +$1.26M +13,000 +2%
ATN
102
AMF Tjänstepension
Sweden
$70.2M -$1.19M -12,245 -2%
CI
103
Cambiar Investors
Colorado
$69.1M +$69.1M +712,526 New
Barclays
104
Barclays
United Kingdom
$67.6M +$14.9M +154,853 +28%
HighTower Advisors
105
HighTower Advisors
Illinois
$66.4M +$1.77M +18,074 +3%
CIC
106
Crawford Investment Counsel
Georgia
$66.2M +$2.78M +28,723 +4%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$65.9M +$4.85M +50,000 +8%
KeyBank National Association
108
KeyBank National Association
Ohio
$65.8M -$19.9M -205,420 -23%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$65.5M -$18.4M -190,298 -22%
LM
110
Luminus Management
Texas
$61.5M +$60.1M +620,000 +4,429%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$56.8M – – –
Canada Life
112
Canada Life
Manitoba, Canada
$56.3M -$900K -9,307 -2%
Citigroup
113
Citigroup
New York
$55.4M +$3.1M +31,981 +6%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$54.3M -$69M -711,943 -56%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$53.1M +$1.65M +17,009 +3%
VFA
116
Virtus Fund Advisers
Connecticut
$53.1M +$52.9M +545,498 +27,536%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.4M +$1.69M +17,404 +3%
THSP
118
Taube Hodson Stonex Partners
United Kingdom
$49.2M -$1.53M -15,770 -3%
PRA
119
Parametric Risk Advisors
Connecticut
$48.1M – – –
NFA
120
Nationwide Fund Advisors
Ohio
$47.1M -$7.52M -77,541 -14%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$46.8M -$12.6M -129,747 -21%
CSIC
122
Clifford Swan Investment Counsel
California
$46.1M -$90K -928 -0.2%
WA
123
Wasatch Advisors
Utah
$45.6M -$4.41M -45,500 -9%
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$45.5M +$44.6M +460,385 +4,869%
DRZID
125
DePrince Race & Zollo Inc (DRZ)
Florida
$45M -$7M -72,261 -13%
3 4
5
6 7