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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.91B 40,366,315 +1,956,224 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.95B 30,445,924 +2,163,311 +8%
State Street
3
State Street
Massachusetts
$2.7B 27,819,315 -1,835,076 -6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B 25,320,796 -1,635,963 -6%
BIT
5
BlackRock Institutional Trust
California
$1.83B 18,903,971 +191,355 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.82B 18,756,556 -882,898 -4%
Northern Trust
7
Northern Trust
Illinois
$979M 10,094,125 -194,913 -2%
Bank of America
8
Bank of America
North Carolina
$964M 9,945,946 -522,934 -5%
Wells Fargo
9
Wells Fargo
California
$927M 9,558,765 +116,172 +1%
BFA
10
BlackRock Fund Advisors
California
$886M 9,144,236 -251,969 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$793M 8,175,677 -295,785 -3%
Franklin Resources
12
Franklin Resources
California
$776M 8,009,291 -27,015 -0.3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$716M 7,384,840 -1,000,000 -12%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$710M 7,325,736 -136,346 -2%
BG
15
BlackRock Group
United Kingdom
$607M 6,263,178 -355,676 -5%
Norges Bank
16
Norges Bank
Norway
$547M 5,637,582 +191,730 +4%
BA
17
BlackRock Advisors
Delaware
$524M 5,405,982 -455,163 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$523M 5,406,525 +161,833 +3%
GA
19
Greenhaven Associates
New York
$483M 4,987,216 -196,015 -4%
ClearBridge Investments
20
ClearBridge Investments
New York
$466M 4,808,617 -233,674 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$449M 4,635,550 +487,627 +12%
PP
22
Prudential plc
United Kingdom
$447M 4,608,536 -1,268,611 -22%
Gates Foundation Trust
23
Gates Foundation Trust
Washington
$439M 4,525,329 – –
BTS
24
BB&T Securities
Virginia
$431M 444,895 -5,328 -1%
Primecap Management
25
Primecap Management
California
$402M 4,147,048 -1,600 -0%
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