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United Parcel Service
UPS

Overview Fund Activity

1,238 hedge funds and large institutions have $50.8B invested in United Parcel Service in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 473 increasing their positions, 498 reducing their positions, and 48 closing their positions.

Holders
1,238
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
33.08%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
1.44%
New
77
Increased
473
Reduced
498
Closed
48
Calls
$1.64B
Puts
$1.02B
Net Calls
+$623M
Net Calls Change
-$12.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$3B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.95B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$113M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$111M
5
Citigroup
5
Citigroup
New York
$85.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B
2
Franklin Resources
2
Franklin Resources
California
$589M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$156M
4
FPP
4
Findlay Park Partners
United Kingdom
$0
5
MC
5
Montag & Caldwell
Georgia
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.95B 45,295,713 +1,126,645 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.23B 29,532,690 +7,798 +0%
State Street
3
State Street
Massachusetts
$3B 27,413,312 +1,534,551 +6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.53B 23,150,353 +15,963 +0.1%
BIT
5
BlackRock Institutional Trust
California
$2.05B 18,731,735 +325,163 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.59B 14,505,310 -3,670,308 -20%
Bank of America
7
Bank of America
North Carolina
$1.39B 12,673,653 -253,236 -2%
BFA
8
BlackRock Fund Advisors
California
$1.26B 11,491,304 +243,859 +2%
Northern Trust
9
Northern Trust
Illinois
$1B 9,159,098 -24,375 -0.3%
Wells Fargo
10
Wells Fargo
California
$903M 8,257,367 -413,439 -5%
Ameriprise
11
Ameriprise
Minnesota
$784M 7,169,878 +469,677 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$705M 6,445,365 -175,314 -3%
Norges Bank
13
Norges Bank
Norway
$688M 6,585,453 +373,276 +6%
ClearBridge Investments
14
ClearBridge Investments
New York
$654M 5,976,537 +182,396 +3%
BG
15
BlackRock Group
United Kingdom
$647M 5,919,689 +23,858 +0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$626M 5,734,958 +172,904 +3%
Franklin Resources
17
Franklin Resources
California
$589M 5,385,100 -1,555,227 -22%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$575M 5,257,290 +217,186 +4%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$523M 4,784,180 -29,119 -0.6%
Parnassus Investments
20
Parnassus Investments
California
$496M 4,533,905 +431,765 +11%
Gates Foundation Trust
21
Gates Foundation Trust
Washington
$495M 4,525,329 – –
Invesco
22
Invesco
Georgia
$435M 3,975,705 -220,009 -5%
Primecap Management
23
Primecap Management
California
$433M 3,963,213 +56,200 +1%
Goldman Sachs
24
Goldman Sachs
New York
$394M 3,606,934 +313,771 +10%
Legal & General Group
25
Legal & General Group
United Kingdom
$393M 3,599,232 +101,748 +3%
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