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United Parcel Service
UPS

1,285 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 519 increasing their positions, 526 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $767M

0.89% less ownership

Funds ownership: 68.79% → 67.91% (-0.89%)

1% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 526

2% less funds holding

Funds holding: 1,317 → 1,285 (-32)

8% less capital invested

Capital invested by funds: $54.3B → $50.2B (-$4.13B)

17% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 114

21% less funds holding in top 10

Funds holding in top 10: 58 → 46 (-12)

Holders
1,285
Holders Change
-32
Holders Change %
-2.43%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
95
Increased
519
Reduced
526
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.74B
2
Lazard Asset Management
Lazard Asset Management
New York
+$528M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$136M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$130M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$252M
2
AAMU
Amundi Asset Management US
Massachusetts
-$182M
3
APG Asset Management
APG Asset Management
Netherlands
-$157M
4
PPA
Parametric Portfolio Associates
Washington
-$152M
5
Norges Bank
Norges Bank
Norway
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$339M +$18.5M +169,360 +6%
JHIU
27
Janus Henderson Investors US
Colorado
$338M +$91.9M +840,680 +36%
Morgan Stanley
28
Morgan Stanley
New York
$330M -$5.52M -50,502 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$311M +$22.8M +208,326 +8%
Swiss National Bank
30
Swiss National Bank
Switzerland
$300M +$58.7M +537,300 +24%
UBS Group
31
UBS Group
Switzerland
$297M +$23.8M +217,837 +9%
FNBT
32
FineMark National Bank & Trust
Florida
$287M +$63.2M +578,382 +28%
TCIM
33
TIAA CREF Investment Management
New York
$278M -$141M -1,292,058 -33%
MCM
34
Manchester Capital Management
Vermont
$268M -$1.65M -15,111 -0.6%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$255M +$20.6M +188,968 +9%
American Century Companies
36
American Century Companies
Missouri
$247M +$10.5M +95,923 +4%
Boston Partners
37
Boston Partners
Massachusetts
$235M -$31.7M -289,841 -12%
UBS AM
38
UBS AM
Illinois
$221M +$21.9M +200,093 +11%
SI
39
Sentry Investments
Ontario, Canada
$218M -$5.82M -53,300 -3%
Fidelity International
40
Fidelity International
Bermuda
$215M -$36.8M -337,048 -14%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$215M +$568K +5,197 +0.3%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$207M +$1.38M +12,601 +0.7%
O
43
OppenheimerFunds
New York
$206M -$56.5M -517,109 -21%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203M +$9.73M +89,087 +5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$181M +$15.7M +143,630 +9%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$179M +$19.8M +180,792 +12%
JIM
47
Jensen Investment Management
Oregon
$179M -$644K -5,890 -0.4%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$170M +$130M +1,192,925 +308%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$168M -$12.8M -117,600 -7%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$158M -$7.51M -68,770 -4%
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UPS Hedge Fund Activity: Q1 2017 in Review

1,285 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2017, worth a combined $50.2B — down 7.6% from $54.3B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of UPS and 95 opened new positions — a net loss of 19 holders — while 526 trimmed existing stakes and 519 added.

The largest buyer was BlackRock, adding an estimated $4.74B. The largest seller was Ameriprise, cutting an estimated $252M.

  • 1,285 institutional investors held United Parcel Service (UPS) as of Q1 2017, down from 1,317 in Q4 2016.
  • Funds reported $50.2B of United Parcel Service stock for Q1 2017, down 7.6% quarter-over-quarter.
  • 95 funds opened new United Parcel Service positions in Q1 2017 and 114 closed out, a net change of -19 holders.
  • The largest United Parcel Service buyer in Q1 2017 was BlackRock, an estimated $4.74B added.
  • The largest United Parcel Service seller in Q1 2017 was Ameriprise, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.