United Parcel Service
1,487 hedge funds and large institutions have $58.2B invested in United Parcel Service in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 571 increasing their positions, 636 reducing their positions, and 77 closing their positions.
120% more call options, than puts
Call options by funds: $1.97B | Put options by funds: $898M
39% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 77
35% more funds holding in top 10
Funds holding in top 10: 34 → 46 (+12)
17% more capital invested
Capital invested by funds: $49.6B → $58.2B (+$8.56B)
1% more funds holding
Funds holding: 1,467 → 1,487 (+20)
0.57% more ownership
Funds ownership: 69.05% → 69.62% (+0.57%)
10% less repeat investments, than reductions
Existing positions increased: 571 | Existing positions reduced: 636
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$782M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$654M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$258M |
| 4 |
ClearBridge Investments
New York
|
+$249M |
| 5 |
BlackRock
New York
|
+$205M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$559M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$499M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$212M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$150M |
| 5 |
JP Morgan Chase
New York
|
-$147M |
UPS Hedge Fund Activity: Q3 2019 in Review
1,487 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2019, worth a combined $58.2B — up 17% from $49.6B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new UPS positions and 77 closed out — a net gain of 30 holders — while 571 added to existing stakes and 636 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $782M. The largest seller was Massachusetts Financial Services, cutting an estimated $559M.
- 1,487 institutional investors held United Parcel Service (UPS) as of Q3 2019, up from 1,467 in Q2 2019.
- Funds reported $58.2B of United Parcel Service stock for Q3 2019, up 17% quarter-over-quarter.
- 107 funds opened new United Parcel Service positions in Q3 2019 and 77 closed out, a net change of +30 holders.
- The largest United Parcel Service buyer in Q3 2019 was T. Rowe Price Associates, an estimated $782M added.
- The largest United Parcel Service seller in Q3 2019 was Massachusetts Financial Services, an estimated $559M sold.
Based on aggregated 13F filings for Q3 2019.