United Parcel Service
1,318 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 466 increasing their positions, 515 reducing their positions, and 55 closing their positions.
178% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 55
88% more call options, than puts
Call options by funds: $1.92B | Put options by funds: $1.02B
7% more funds holding in top 10
Funds holding in top 10: 54 → 58 (+4)
7% more capital invested
Capital invested by funds: $50.8B → $54.3B (+$3.55B)
6% more funds holding
Funds holding: 1,240 → 1,318 (+78)
0.56% more ownership
Funds ownership: 68.24% → 68.79% (+0.56%)
10% less repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 515
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
+$225M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$158M |
| 3 |
Renaissance Technologies
New York
|
+$147M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$145M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$190M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$142M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$124M |
| 4 |
TCM
Tran Capital Management
San Rafael,
California
|
-$124M |
| 5 |
Two Sigma Investments
New York
|
-$114M |
UPS Hedge Fund Activity: Q4 2016 in Review
1,318 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2016, worth a combined $54.3B — up 7% from $50.8B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new UPS positions and 55 closed out — a net gain of 98 holders — while 466 added to existing stakes and 515 trimmed.
The largest buyer was FineMark National Bank & Trust, adding an estimated $225M. The largest seller was Ameriprise, cutting an estimated $190M.
- 1,318 institutional investors held United Parcel Service (UPS) as of Q4 2016, up from 1,240 in Q3 2016.
- Funds reported $54.3B of United Parcel Service stock for Q4 2016, up 7% quarter-over-quarter.
- 153 funds opened new United Parcel Service positions in Q4 2016 and 55 closed out, a net change of +98 holders.
- The largest United Parcel Service buyer in Q4 2016 was FineMark National Bank & Trust, an estimated $225M added.
- The largest United Parcel Service seller in Q4 2016 was Ameriprise, an estimated $190M sold.
Based on aggregated 13F filings for Q4 2016.