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United Parcel Service
UPS

Overview Fund Activity

1,223 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 467 reducing their positions, and 78 closing their positions.

Holders
1,223
Holders Change
+7
Holders Change %
+0.58%
% of All Funds
32.64%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
501
Reduced
467
Closed
78
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$145M
2
TCIM
2
TIAA CREF Investment Management
New York
$443M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$97.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.59B
5
Prudential Financial
5
Prudential Financial
New Jersey
$191M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$0
2
SA
2
SQ Advisors
Florida
$0
3
BA
3
BlackRock Advisors
Delaware
$352M
4
MG
4
Markel Group
Virginia
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$520M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.59B 43,494,645 +759,022 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B 29,420,143 -129,458 -0.4%
State Street
3
State Street
Massachusetts
$2.77B 26,238,504 +208,469 +0.8%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B 23,189,518 +332,828 +1%
BIT
5
BlackRock Institutional Trust
California
$1.95B 18,520,067 +41,081 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.88B 17,819,384 -549,734 -3%
Bank of America
7
Bank of America
North Carolina
$1.35B 12,840,370 +196,825 +2%
BFA
8
BlackRock Fund Advisors
California
$1.12B 10,617,904 +314,313 +3%
Northern Trust
9
Northern Trust
Illinois
$970M 9,209,622 +318,146 +4%
Wells Fargo
10
Wells Fargo
California
$947M 8,983,549 -689,168 -7%
Franklin Resources
11
Franklin Resources
California
$804M 7,625,772 -166,912 -2%
Ameriprise
12
Ameriprise
Minnesota
$767M 7,271,940 -223,578 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$729M 6,911,217 -270,051 -4%
Norges Bank
14
Norges Bank
Norway
$618M 5,861,114 +9,719 +0.2%
BG
15
BlackRock Group
United Kingdom
$610M 5,786,959 -326,691 -5%
ClearBridge Investments
16
ClearBridge Investments
New York
$559M 5,295,883 +185,236 +4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$520M 4,931,334 -702,712 -12%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$497M 4,712,534 +326,412 +7%
Gates Foundation Trust
19
Gates Foundation Trust
Washington
$477M 4,525,329 – –
TCIM
20
TIAA CREF Investment Management
New York
$443M 4,199,444 +1,072,738 +34%
Invesco
21
Invesco
Georgia
$437M 4,142,086 +444,301 +12%
Parnassus Investments
22
Parnassus Investments
California
$434M 4,112,089 +36,465 +0.9%
Primecap Management
23
Primecap Management
California
$409M 3,880,998 +8,000 +0.2%
Goldman Sachs
24
Goldman Sachs
New York
$388M 3,683,001 +498,818 +16%
Legal & General Group
25
Legal & General Group
United Kingdom
$364M 3,454,253 +40,784 +1%
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