United Parcel Service
UPS
1,087 hedge funds and large institutions have $47.9B invested in United Parcel Service in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 437 increasing their positions, 427 reducing their positions, and 58 closing their positions.
336% more call options, than puts
Call options by funds: $2.8B | Put options by funds: $641M
9% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 58
2% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 427
0% less funds holding
Funds holding: 1,092 → 1,087 (-5)
1.89% less ownership
Funds ownership: 70.71% → 68.83% (-1.9%)
7% less capital invested
Capital invested by funds: $51.6B → $47.9B (-$3.66B)
11% less funds holding in top 10
Funds holding in top 10: 57 → 51 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$117M |
| 2 |
HMP
HS Management Partners
New York
|
+$99.2M |
| 3 |
JP Morgan Chase
New York
|
+$67.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$59.6M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$511M |
| 2 |
Renaissance Technologies
New York
|
-$209M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$170M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$101M |
UPS Hedge Fund Activity: Q3 2014 in Review
1,087 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2014, worth a combined $47.9B — down 7.1% from $51.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new UPS positions and 58 closed out — a net gain of 5 holders — while 437 added to existing stakes and 427 trimmed.
The largest buyer was Sentry Investments, adding an estimated $117M. The largest seller was Norges Bank, cutting an estimated $511M.
- 1,087 institutional investors held United Parcel Service (UPS) as of Q3 2014, down from 1,092 in Q2 2014.
- Funds reported $47.9B of United Parcel Service stock for Q3 2014, down 7.1% quarter-over-quarter.
- 63 funds opened new United Parcel Service positions in Q3 2014 and 58 closed out, a net change of +5 holders.
- The largest United Parcel Service buyer in Q3 2014 was Sentry Investments, an estimated $117M added.
- The largest United Parcel Service seller in Q3 2014 was Norges Bank, an estimated $511M sold.
Based on aggregated 13F filings for Q3 2014.