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United Parcel Service
UPS

Overview Fund Activity

946 hedge funds and large institutions have $46.4B invested in United Parcel Service in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 398 increasing their positions, 360 reducing their positions, and 58 closing their positions.

Holders
946
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
30.68%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.49%
New
63
Increased
398
Reduced
360
Closed
58
Calls
$3.79B
Puts
$829M
Net Calls
+$2.96B
Net Calls Change
+$1.94B

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$110M
2
Victory Capital Management
2
Victory Capital Management
Texas
$93.5M
3
State Street
3
State Street
Massachusetts
$2.66B
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$171M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.46B

Top Sellers

1
SCM
1
Scout Capital Management
New York
$0
2
O
2
OppenheimerFunds
New York
$368M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$82.2M
4
HCM
4
Highfields Capital Management
Massachusetts
$267M
5
MC
5
Montag & Caldwell
Georgia
$380M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.3B 36,165,813 +919,283 +3%
State Street
2
State Street
Massachusetts
$2.66B 29,151,786 +1,020,393 +4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.46B 26,869,333 +993,254 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.08B 22,815,677 +879,285 +4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.05B 22,397,600 – –
BIT
6
BlackRock Institutional Trust
California
$1.75B 19,178,846 +304,238 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.39B 15,236,687 -1,064,985 -7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.09B 11,952,785 -44,930 -0.4%
Bank of America
9
Bank of America
North Carolina
$1,000M 10,940,573 -44,975 -0.4%
Northern Trust
10
Northern Trust
Illinois
$927M 10,145,827 -355,127 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$867M 9,485,344 -113,243 -1%
Wells Fargo
12
Wells Fargo
California
$798M 8,736,095 +912,607 +12%
PP
13
Prudential plc
United Kingdom
$675M 7,384,106 +797,164 +12%
BFA
14
BlackRock Fund Advisors
California
$662M 7,248,565 +4,265 +0.1%
Franklin Resources
15
Franklin Resources
California
$601M 6,576,906 +20,943 +0.3%
Primecap Management
16
Primecap Management
California
$588M 6,430,188 -90,600 -1%
BG
17
BlackRock Group
United Kingdom
$543M 5,947,040 +582,704 +11%
American Century Companies
18
American Century Companies
Missouri
$504M 5,515,725 -717,805 -12%
Norges Bank
19
Norges Bank
Norway
$496M 5,432,585 -352,938 -6%
BA
20
BlackRock Advisors
Delaware
$482M 5,271,382 +251,565 +5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$468M 5,125,069 +235,386 +5%
ClearBridge Investments
22
ClearBridge Investments
New York
$452M 4,943,667 -862,986 -15%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$401M 4,397,070 +32,030 +0.7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$390M 4,262,969 +985,650 +30%
Goldman Sachs
25
Goldman Sachs
New York
$382M 4,179,456 -348,248 -8%
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