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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$410M
2
Boston Partners
2
Boston Partners
Massachusetts
$184M
3
VVP
3
Vulcan Value Partners
Alabama
$443M
4
BlackRock
4
BlackRock
New York
$4.29B
5
Capital World Investors
5
Capital World Investors
California
$1.51B

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$103M
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$33.8M
4
SCM
4
Shapiro Capital Management
Georgia
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$753K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.22B 53,522,313 +1,332,923 +3%
BlackRock
2
BlackRock
New York
$4.29B 43,989,061 +1,534,331 +4%
State Street
3
State Street
Massachusetts
$2.68B 27,460,974 -224,556 -0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.81B 18,552,805 -607,546 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.64B 16,836,707 -299,416 -2%
Capital World Investors
6
Capital World Investors
California
$1.51B 15,518,512 +1,506,512 +11%
Bank of America
7
Bank of America
North Carolina
$1.22B 12,482,457 -1,134,976 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.2B 12,254,495 +1,102,283 +10%
Northern Trust
9
Northern Trust
Illinois
$863M 8,849,935 +118,159 +1%
Wells Fargo
10
Wells Fargo
California
$862M 8,843,098 +468,229 +6%
ClearBridge Investments
11
ClearBridge Investments
New York
$836M 8,570,823 +119,896 +1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$815M 8,356,502 +991,607 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$780M 8,008,476 +585,738 +8%
Franklin Resources
14
Franklin Resources
California
$774M 7,938,776 +231,312 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$615M 6,305,913 -31,861 -0.5%
Parnassus Investments
16
Parnassus Investments
California
$607M 6,221,583 -627,015 -9%
Norges Bank
17
Norges Bank
Norway
$492M 5,043,971 +84,206 +2%
Charles Schwab
18
Charles Schwab
California
$469M 4,809,047 +295,547 +7%
VVP
19
Vulcan Value Partners
Alabama
$443M 4,540,158 +1,617,283 +55%
Gates Foundation Trust
20
Gates Foundation Trust
Washington
$441M 4,525,329 – –
Capital International Investors
21
Capital International Investors
California
$439M 4,500,000 – –
Capital Research Global Investors
22
Capital Research Global Investors
California
$410M 4,199,406 +4,199,406 New
Federated Hermes
23
Federated Hermes
Pennsylvania
$399M 4,095,535 +1,279,043 +45%
Invesco
24
Invesco
Georgia
$391M 4,013,265 -232,278 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$382M 3,913,691 +229,447 +6%
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