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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.83B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$519M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.61B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.15B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$341M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$80.5M
3
APG Asset Management
3
APG Asset Management
Netherlands
$51.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$127M
5
Norges Bank
5
Norges Bank
Norway
$505M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.06B 47,140,675 +1,030,326 +2%
BlackRock
2
BlackRock
New York
$4.83B 45,051,373 +43,351,873 +2,551%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.15B 29,387,614 +1,117,802 +4%
State Street
4
State Street
Massachusetts
$3.05B 28,418,501 -101,968 -0.4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.61B 24,295,470 +1,246,981 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.53B 14,285,809 -1,224,523 -8%
Bank of America
7
Bank of America
North Carolina
$1.38B 12,866,993 +3,500 +0%
Northern Trust
8
Northern Trust
Illinois
$979M 9,120,055 -59,127 -0.6%
Wells Fargo
9
Wells Fargo
California
$947M 8,824,288 -48,767 -0.5%
ClearBridge Investments
10
ClearBridge Investments
New York
$700M 6,520,411 +593,756 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$681M 6,357,684 +431,462 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$638M 5,947,208 -361,901 -6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$595M 5,546,370 +26,525 +0.5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$595M 5,541,874 +742,206 +15%
Franklin Resources
15
Franklin Resources
California
$547M 5,095,570 -86,949 -2%
Lazard Asset Management
16
Lazard Asset Management
New York
$519M 4,832,347 +4,832,235 +4,314,496%
Norges Bank
17
Norges Bank
Norway
$505M 4,704,547 -1,371,554 -23%
Parnassus Investments
18
Parnassus Investments
California
$493M 4,749,069 +204,506 +5%
Gates Foundation Trust
19
Gates Foundation Trust
Washington
$486M 4,525,329 – –
Primecap Management
20
Primecap Management
California
$411M 3,831,008 -121,005 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$398M 3,711,612 +257,102 +7%
Goldman Sachs
22
Goldman Sachs
New York
$383M 3,572,304 -833,122 -19%
Invesco
23
Invesco
Georgia
$349M 3,253,601 -398,479 -11%
EIP
24
Epoch Investment Partners
New York
$344M 3,209,351 +468,172 +17%
Ameriprise
25
Ameriprise
Minnesota
$341M 3,173,888 -2,308,690 -42%
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