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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$188M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.04B
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$60.6M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$377M
5
HCM
5
Herndon Capital Management
Georgia
$174M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$523M
2
State Street
2
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
4
Citadel Advisors
Florida
$82.2M
5
PP
5
Prudential plc
United Kingdom
$368M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B 40,777,180 +410,865 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.04B 31,322,088 +876,164 +3%
State Street
3
State Street
Massachusetts
$2.56B 26,385,642 -1,433,673 -5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.33B 24,091,852 -1,228,944 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.82B 18,776,749 +20,193 +0.1%
BIT
6
BlackRock Institutional Trust
California
$1.8B 18,587,221 -316,750 -2%
Bank of America
7
Bank of America
North Carolina
$985M 10,159,674 +213,728 +2%
Northern Trust
8
Northern Trust
Illinois
$973M 10,035,835 -58,290 -0.6%
BFA
9
BlackRock Fund Advisors
California
$913M 9,417,258 +273,022 +3%
Wells Fargo
10
Wells Fargo
California
$884M 9,120,913 -437,852 -5%
Franklin Resources
11
Franklin Resources
California
$785M 8,097,591 +88,300 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$743M 7,670,768 -504,909 -6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$691M 7,132,454 -193,282 -3%
BG
14
BlackRock Group
United Kingdom
$616M 6,357,072 +93,894 +1%
Norges Bank
15
Norges Bank
Norway
$546M 5,637,582 – –
BA
16
BlackRock Advisors
Delaware
$531M 5,483,516 +77,534 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$529M 5,471,910 +65,385 +1%
Capital Research Global Investors
18
Capital Research Global Investors
California
$523M 5,392,840 -1,992,000 -27%
ClearBridge Investments
19
ClearBridge Investments
New York
$472M 4,868,790 +60,173 +1%
GA
20
Greenhaven Associates
New York
$466M 4,813,416 -173,800 -3%
Gates Foundation Trust
21
Gates Foundation Trust
Washington
$439M 4,525,329 – –
Primecap Management
22
Primecap Management
California
$401M 4,141,598 -5,450 -0.1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$395M 4,077,280 -558,270 -12%
Parnassus Investments
24
Parnassus Investments
California
$378M 3,901,484 -77,036 -2%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$377M 3,891,440 +610,525 +19%
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