BALTIMORE ( Stockpickr) -- Industrial stocks aren't exactly the sexiest names on the market. More often than not, they're big and lumbering, they have extremely cyclical businesses, and those businesses are usually boring. But that's exactly why funds have been buying industrial stocks with both hands in the last few months.Even though industrials don't have the obvious excitement that you'd find in an IPO name or a hot tech play, these stocks are still pretty exciting performance-wise. As a sector, they've rallied 21.2% in the last six months, beating the S&P 500 by 6.4% over that same period. A lot of that success has to do with the anxiety in the marketplace right now. As investors look for ways to shake off risk, the relatively staid businesses (and dividend payouts) of industrials look like a pretty good way to participate in the rally we've gotten. That's why the sector was one of only three that funds increased their positions in during the final quarter of 2012. >>5 Rocket Stocks Ready to Launch Higher That's not to say that all industrial stocks are created equal. Today, we're taking a look at the stocks in this sector that funds love right now. To do that, we're focusing on 13F filings. Institutional investors with more than $100 million in assets are required to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F. In total, 3,238 firms filed the form for the fourth quarter of 2011, and by comparing one quarter's filing to another, we can see how any single fund manager is moving their portfolio around - and what their favorite stocks are for the months ahead. Today, we'll focus on five institutional favorites in the industrial sector.
United Parcel Service
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