UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,087 hedge funds and large institutions have $47.9B invested in United Parcel Service in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 437 increasing their positions, 427 reducing their positions, and 58 closing their positions.

Holders
1,087
Holders Change
-5
Holders Change %
-0.46%
% of All Funds
31.56%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.48%
New
63
Increased
437
Reduced
427
Closed
58
Calls
$2.8B
Puts
$641M
Net Calls
+$2.15B
Net Calls Change
-$387M

Top Buyers

1
SI
1
Sentry Investments
Ontario, Canada
$371M
2
HMP
2
HS Management Partners
New York
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$453M
4
American Century Companies
4
American Century Companies
Missouri
$391M
5
DCM
5
Discovery Capital Management
Connecticut
$58.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$525M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$37.7M
3
Ameriprise
3
Ameriprise
Minnesota
$249M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.68B
5
MC
5
Montag & Caldwell
Georgia
$308M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.68B 37,460,224 +437,100 +1%
State Street
2
State Street
Massachusetts
$2.82B 28,684,978 -693,859 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.81B 28,558,515 +152,384 +0.5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.62B 26,704,296 -116,527 -0.4%
BIT
5
BlackRock Institutional Trust
California
$1.89B 19,231,254 -190,849 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.68B 17,041,959 -1,249,228 -7%
Bank of America
7
Bank of America
North Carolina
$1.04B 10,532,510 -574,310 -5%
Northern Trust
8
Northern Trust
Illinois
$979M 9,955,507 -124,097 -1%
Capital Research Global Investors
9
Capital Research Global Investors
California
$942M 9,584,840 – –
Wells Fargo
10
Wells Fargo
California
$858M 8,729,182 -376,413 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$857M 8,719,154 -60,266 -0.7%
BFA
12
BlackRock Fund Advisors
California
$848M 8,625,087 +418,856 +5%
Franklin Resources
13
Franklin Resources
California
$797M 8,107,986 +408,036 +5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$754M 7,672,944 -113,774 -1%
BA
15
BlackRock Advisors
Delaware
$740M 7,527,478 -183,919 -2%
BG
16
BlackRock Group
United Kingdom
$672M 6,832,914 +26,590 +0.4%
PP
17
Prudential plc
United Kingdom
$618M 6,288,185 -1,007,410 -14%
Norges Bank
18
Norges Bank
Norway
$525M 5,337,869 -5,137,869 -49%
GA
19
Greenhaven Associates
New York
$504M 5,124,239 +424,204 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$501M 5,106,665 -73,255 -1%
ClearBridge Investments
21
ClearBridge Investments
New York
$491M 4,994,196 -25,266 -0.5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$453M 4,612,907 +682,269 +17%
Primecap Management
23
Primecap Management
California
$409M 4,159,698 -119,740 -3%
U
24
UBS
Switzerland
$408M 4,153,549 +384,170 +10%
American Century Companies
25
American Century Companies
Missouri
$391M 3,981,999 +599,795 +18%
1
2 3 4 5