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United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
1
FineMark National Bank & Trust
Florida
$240M
2
PPA
2
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$149M
4
EIP
4
Epoch Investment Partners
New York
$314M
5
Asset Management One
5
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$629M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
TCM
3
Tran Capital Management
California
$3.9M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.29B 46,110,349 +814,636 +2%
State Street
2
State Street
Massachusetts
$3.27B 28,520,469 +1,107,157 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.24B 28,269,812 -1,262,878 -4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.64B 23,048,489 -101,864 -0.4%
BIT
5
BlackRock Institutional Trust
California
$2.25B 19,609,619 +877,884 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.78B 15,510,332 +1,005,022 +7%
Bank of America
7
Bank of America
North Carolina
$1.47B 12,863,493 +189,840 +1%
BFA
8
BlackRock Fund Advisors
California
$1.38B 12,060,615 +569,311 +5%
Northern Trust
9
Northern Trust
Illinois
$1.05B 9,179,182 +20,084 +0.2%
Wells Fargo
10
Wells Fargo
California
$1.02B 8,873,055 +615,688 +7%
BG
11
BlackRock Group
United Kingdom
$728M 6,347,968 +428,279 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$723M 6,309,109 -136,256 -2%
Norges Bank
13
Norges Bank
Norway
$697M 6,076,101 -509,352 -8%
ClearBridge Investments
14
ClearBridge Investments
New York
$679M 5,926,655 -49,882 -0.8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$679M 5,926,222 +191,264 +3%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$633M 5,519,845 +262,555 +5%
Ameriprise
17
Ameriprise
Minnesota
$629M 5,482,578 -1,687,300 -24%
Franklin Resources
18
Franklin Resources
California
$594M 5,182,519 -202,581 -4%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$550M 4,799,668 +15,488 +0.3%
Parnassus Investments
20
Parnassus Investments
California
$521M 4,544,563 +10,658 +0.2%
Gates Foundation Trust
21
Gates Foundation Trust
Washington
$519M 4,525,329 – –
Goldman Sachs
22
Goldman Sachs
New York
$505M 4,405,426 +798,492 +22%
Primecap Management
23
Primecap Management
California
$453M 3,952,013 -11,200 -0.3%
TCIM
24
TIAA CREF Investment Management
New York
$445M 3,878,643 -503,181 -11%
Invesco
25
Invesco
Georgia
$419M 3,652,080 -323,625 -8%
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