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United Parcel Service
UPS

Overview Fund Activity

1,160 hedge funds and large institutions have $48.7B invested in United Parcel Service in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 481 increasing their positions, 440 reducing their positions, and 58 closing their positions.

Holders
1,160
Holders Change
+6
Holders Change %
+0.52%
% of All Funds
32.42%
Holding in Top 10
69
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+46.81%
% of All Funds
1.93%
New
72
Increased
481
Reduced
440
Closed
58
Calls
$1.43B
Puts
$789M
Net Calls
+$644M
Net Calls Change
+$479M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$693M
2
Bank of America
2
Bank of America
North Carolina
$1.24B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$170M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.13B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$184M
2
PP
2
Prudential plc
United Kingdom
$210M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.98B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.27B
5
BA
5
BlackRock Advisors
Delaware
$465M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13B 41,885,310 +1,108,130 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.98B 30,191,873 -1,130,215 -4%
State Street
3
State Street
Massachusetts
$2.58B 26,093,251 -292,391 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.27B 23,042,134 -1,049,718 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.95B 19,767,991 +991,242 +5%
BIT
6
BlackRock Institutional Trust
California
$1.83B 18,534,407 -52,814 -0.3%
LTI
7
Laffer Tengler Investments
Tennessee
– – -20,784 Closed
Bank of America
8
Bank of America
North Carolina
$1.24B 12,587,251 +2,427,577 +24%
Northern Trust
9
Northern Trust
Illinois
$986M 9,990,771 -45,064 -0.4%
BFA
10
BlackRock Fund Advisors
California
$949M 9,615,657 +198,399 +2%
Wells Fargo
11
Wells Fargo
California
$938M 9,504,846 +383,933 +4%
Franklin Resources
12
Franklin Resources
California
$795M 8,058,694 -38,897 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$743M 7,527,221 -143,547 -2%
Ameriprise
14
Ameriprise
Minnesota
$693M 7,024,829 +3,358,393 +92%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$666M 6,748,252 -384,202 -5%
BG
16
BlackRock Group
United Kingdom
$610M 6,183,584 -173,488 -3%
Norges Bank
17
Norges Bank
Norway
$568M 5,759,544 +121,962 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$546M 5,540,322 +68,412 +1%
ClearBridge Investments
19
ClearBridge Investments
New York
$478M 4,838,689 -30,101 -0.6%
Capital Research Global Investors
20
Capital Research Global Investors
California
$473M 4,792,840 -600,000 -11%
BA
21
BlackRock Advisors
Delaware
$465M 4,715,174 -768,342 -14%
GA
22
Greenhaven Associates
New York
$457M 4,629,131 -184,285 -4%
Gates Foundation Trust
23
Gates Foundation Trust
Washington
$447M 4,525,329 – –
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$413M 4,188,572 +297,132 +8%
Parnassus Investments
25
Parnassus Investments
California
$385M 4,070,483 +168,999 +4%
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