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United Parcel Service
UPS

Overview Fund Activity

1,433 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 603 reducing their positions, and 69 closing their positions.

Holders
1,433
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
32.85%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.85%
New
94
Increased
552
Reduced
603
Closed
69
Calls
$1.53B
Puts
$704M
Net Calls
+$830M
Net Calls Change
-$245M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.79B
2
VVP
2
Vulcan Value Partners
Alabama
$308M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$121M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.47B
5
AAMU
5
Amundi Asset Management US
Massachusetts
$163M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.16B
2
EVM
2
Eaton Vance Management
Massachusetts
$200M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$356M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$0
5
BlackRock
5
BlackRock
New York
$4.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.47B 51,484,886 +818,373 +2%
BlackRock
2
BlackRock
New York
$4.5B 42,315,596 -1,124,173 -3%
State Street
3
State Street
Massachusetts
$2.83B 26,628,842 -482,634 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.16B 20,350,231 -5,155,502 -20%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.89B 17,821,231 -24,781 -0.1%
Capital World Investors
6
Capital World Investors
California
$1.79B 16,875,000 +16,875,000 New
Bank of America
7
Bank of America
North Carolina
$1.51B 14,260,598 -760,901 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.13B 10,604,494 -1,077,620 -9%
Northern Trust
9
Northern Trust
Illinois
$932M 8,769,873 -93,033 -1%
Wells Fargo
10
Wells Fargo
California
$909M 8,558,386 -223,841 -3%
ClearBridge Investments
11
ClearBridge Investments
New York
$907M 8,539,119 +588,229 +7%
Franklin Resources
12
Franklin Resources
California
$824M 7,760,453 +295,809 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$764M 7,212,934 +103,096 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$750M 7,061,024 -76,949 -1%
Parnassus Investments
15
Parnassus Investments
California
$727M 6,839,746 +56,443 +0.8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$675M 6,354,999 -114,170 -2%
Norges Bank
17
Norges Bank
Norway
$545M 5,134,821 – –
Eagle Capital Management (New York)
18
Eagle Capital Management (New York)
New York
$540M 5,079,725 -64,742 -1%
Gates Foundation Trust
19
Gates Foundation Trust
Washington
$481M 4,525,329 – –
Invesco
20
Invesco
Georgia
$467M 4,397,810 -192,540 -4%
Charles Schwab
21
Charles Schwab
California
$458M 4,309,401 +121,264 +3%
Goldman Sachs
22
Goldman Sachs
New York
$424M 3,994,802 -117,244 -3%
Primecap Management
23
Primecap Management
California
$392M 3,691,839 -10,600 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$386M 3,637,983 +93,527 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$361M 3,400,411 -214,061 -6%
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