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United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$291M
3
JHIU
3
Janus Henderson Investors US
Colorado
$230M
4
EA
4
Emerald Acquisition
Washington
$133M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.76B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$260M
3
Prudential Financial
3
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.76B 44,169,068 +674,423 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.18B 29,524,892 +104,749 +0.4%
State Street
3
State Street
Massachusetts
$2.79B 25,878,761 -359,743 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.49B 23,134,390 -55,128 -0.2%
BIT
5
BlackRock Institutional Trust
California
$1.98B 18,406,572 -113,495 -0.6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.96B 18,175,618 +356,234 +2%
Bank of America
7
Bank of America
North Carolina
$1.39B 12,926,889 +86,519 +0.7%
BFA
8
BlackRock Fund Advisors
California
$1.21B 11,247,445 +629,541 +6%
Northern Trust
9
Northern Trust
Illinois
$989M 9,183,473 -26,149 -0.3%
Wells Fargo
10
Wells Fargo
California
$934M 8,670,806 -312,743 -3%
Franklin Resources
11
Franklin Resources
California
$748M 6,940,327 -685,445 -9%
Ameriprise
12
Ameriprise
Minnesota
$722M 6,700,201 -571,739 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$713M 6,620,679 -290,538 -4%
Norges Bank
14
Norges Bank
Norway
$669M 6,212,177 +351,063 +6%
BG
15
BlackRock Group
United Kingdom
$635M 5,895,831 +108,872 +2%
ClearBridge Investments
16
ClearBridge Investments
New York
$624M 5,794,141 +498,258 +9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$598M 5,562,054 -44,373 -0.8%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$543M 5,040,104 +327,570 +7%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$518M 4,813,299 -118,035 -2%
Gates Foundation Trust
20
Gates Foundation Trust
Washington
$487M 4,525,329 – –
TCIM
21
TIAA CREF Investment Management
New York
$458M 4,253,731 +54,287 +1%
Invesco
22
Invesco
Georgia
$452M 4,195,714 +53,628 +1%
Parnassus Investments
23
Parnassus Investments
California
$442M 4,102,140 -9,949 -0.2%
Primecap Management
24
Primecap Management
California
$421M 3,907,013 +26,015 +0.7%
Legal & General Group
25
Legal & General Group
United Kingdom
$376M 3,497,484 +43,231 +1%
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