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United Parcel Service
UPS

Overview Fund Activity

1,504 hedge funds and large institutions have $54B invested in United Parcel Service in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 641 increasing their positions, 539 reducing their positions, and 62 closing their positions.

Holders
1,504
Holders Change
+75
Holders Change %
+5.25%
% of All Funds
32.6%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
153
Increased
641
Reduced
539
Closed
62
Calls
$1.91B
Puts
$873M
Net Calls
+$1.04B
Net Calls Change
+$400M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.64B
2
Capital World Investors
2
Capital World Investors
California
$1.98B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.19B
4
Boston Partners
4
Boston Partners
Massachusetts
$388M
5
Ameriprise
5
Ameriprise
Minnesota
$380M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$1.46M
2
Parnassus Investments
2
Parnassus Investments
California
$527M
3
BlackRock
3
BlackRock
New York
$4.8B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.79B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.19B 55,406,357 +1,884,044 +4%
BlackRock
2
BlackRock
New York
$4.8B 42,923,667 -1,065,394 -2%
State Street
3
State Street
Massachusetts
$3.16B 28,282,866 +821,892 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.02B 18,083,831 -468,974 -3%
Capital World Investors
5
Capital World Investors
California
$1.98B 17,720,012 +2,201,500 +14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.79B 16,006,172 -830,535 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.64B 14,645,570 +2,391,075 +20%
Bank of America
8
Bank of America
North Carolina
$1.42B 12,744,104 +261,647 +2%
Wells Fargo
9
Wells Fargo
California
$1.01B 9,039,538 +196,440 +2%
ClearBridge Investments
10
ClearBridge Investments
New York
$999M 8,939,900 +369,077 +4%
Northern Trust
11
Northern Trust
Illinois
$994M 8,893,983 +44,048 +0.5%
Franklin Resources
12
Franklin Resources
California
$978M 8,753,623 +814,847 +10%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$965M 8,633,394 +276,892 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$938M 8,404,928 +396,452 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$769M 6,880,234 +574,321 +9%
Norges Bank
16
Norges Bank
Norway
$587M 5,251,842 +207,871 +4%
Charles Schwab
17
Charles Schwab
California
$566M 5,064,079 +255,032 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$536M 4,799,115 +885,424 +23%
Parnassus Investments
19
Parnassus Investments
California
$527M 4,718,439 -1,503,144 -24%
Gates Foundation Trust
20
Gates Foundation Trust
Washington
$506M 4,525,329 – –
Federated Hermes
21
Federated Hermes
Pennsylvania
$503M 4,502,509 +406,974 +10%
Capital International Investors
22
Capital International Investors
California
$503M 4,500,000 – –
Invesco
23
Invesco
Georgia
$488M 4,368,493 +355,228 +9%
Capital Research Global Investors
24
Capital Research Global Investors
California
$469M 4,200,368 +962 +0%
Legal & General Group
25
Legal & General Group
United Kingdom
$466M 4,168,540 +855,388 +26%
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