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United Parcel Service
UPS

Overview Fund Activity

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B

Top Buyers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$538M
2
Bank of America
2
Bank of America
North Carolina
$1.57B
3
EVM
3
Eaton Vance Management
Massachusetts
$399M
4
LCOV
4
London Company of Virginia
Virginia
$196M
5
Franklin Resources
5
Franklin Resources
California
$781M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$121M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.67B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$747M
4
EIP
4
Epoch Investment Partners
New York
$167M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$503M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.3B 50,666,513 +748,117 +1%
BlackRock
2
BlackRock
New York
$4.55B 43,439,769 -742,432 -2%
State Street
3
State Street
Massachusetts
$2.84B 27,111,476 -863,239 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.67B 25,505,733 -3,561,172 -12%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B 17,846,012 -1,080,720 -6%
Bank of America
6
Bank of America
North Carolina
$1.57B 15,021,499 +3,712,061 +33%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.22B 11,682,114 +1,472,037 +14%
Northern Trust
8
Northern Trust
Illinois
$928M 8,862,906 -440,800 -5%
Wells Fargo
9
Wells Fargo
California
$919M 8,782,227 -290,510 -3%
ClearBridge Investments
10
ClearBridge Investments
New York
$832M 7,950,890 +188,548 +2%
Franklin Resources
11
Franklin Resources
California
$781M 7,464,644 +1,547,617 +26%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$747M 7,137,973 -3,469,183 -33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$742M 7,109,838 +396,936 +6%
Parnassus Investments
14
Parnassus Investments
California
$710M 6,783,303 +323,675 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$677M 6,469,169 +381,793 +6%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$538M 5,144,467 +5,144,467 New
Norges Bank
17
Norges Bank
Norway
$537M 5,134,821 -267,782 -5%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$503M 4,807,195 -1,280,192 -21%
Invesco
19
Invesco
Georgia
$480M 4,590,350 -407,248 -8%
Gates Foundation Trust
20
Gates Foundation Trust
Washington
$474M 4,525,329 – –
Charles Schwab
21
Charles Schwab
California
$438M 4,188,137 +652,699 +18%
Goldman Sachs
22
Goldman Sachs
New York
$430M 4,112,046 +56,304 +1%
EVM
23
Eaton Vance Management
Massachusetts
$399M 3,807,966 +2,138,425 +128%
Primecap Management
24
Primecap Management
California
$387M 3,702,439 -34,746 -0.9%
Legal & General Group
25
Legal & General Group
United Kingdom
$378M 3,614,472 -312,366 -8%
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