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United Parcel Service
UPS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,487
Holders Change
+20
Holders Change %
+1.36%
% of All Funds
32.61%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
1.01%
New
107
Increased
571
Reduced
636
Closed
77
Calls
$1.97B
Puts
$898M
Net Calls
+$1.08B
Net Calls Change
+$420M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$782M
2
Bank of America
Bank of America
North Carolina
+$654M
3
Boston Partners
Boston Partners
Massachusetts
+$258M
4
ClearBridge Investments
ClearBridge Investments
New York
+$249M
5
BlackRock
BlackRock
New York
+$205M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$559M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$499M
3
Franklin Resources
Franklin Resources
California
-$212M
4
VVP
Vulcan Value Partners
Alabama
-$150M
5
JP Morgan Chase
JP Morgan Chase
New York
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$513M +$9.7M +84,794 +2%
N
27
Nuveen
North Carolina
$436M +$8.67M +75,845 +2%
Primecap Management
28
Primecap Management
California
$425M -$5.05M -44,200 -1%
Goldman Sachs
29
Goldman Sachs
New York
$415M +$10.3M +89,692 +3%
UBS Group
30
UBS Group
Switzerland
$394M -$69.8M -610,180 -16%
VVP
31
Vulcan Value Partners
Alabama
$341M -$150M -1,310,799 -32%
FNBT
32
FineMark National Bank & Trust
Florida
$339M -$177K -1,548 -0.1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$316M +$921K +8,058 +0.3%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$311M +$3.03M +26,500 +1%
UBS AM
35
UBS AM
Illinois
$307M -$3.37M -29,455 -1%
RJA
36
Raymond James & Associates
Florida
$302M -$1.14M -9,998 -0.4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$283M -$7.25M -63,445 -3%
AAMU
38
Amundi Asset Management US
Massachusetts
$277M -$131M -1,141,523 -33%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$270M +$1.34M +11,726 +0.5%
MCM
40
Manchester Capital Management
Vermont
$267M -$578K -5,052 -0.2%
JIM
41
Jensen Investment Management
Oregon
$254M +$8.09M +70,720 +3%
PPA
42
Parametric Portfolio Associates
Washington
$253M +$24.5M +214,047 +11%
Morgan Stanley
43
Morgan Stanley
New York
$239M -$11.6M -101,853 -5%
EVM
44
Eaton Vance Management
Massachusetts
$224M -$90.7K -793 -0%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$223M +$1.9M +16,586 +0.9%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$213M -$10.3M -90,200 -5%
LCOV
47
London Company of Virginia
Virginia
$210M +$5.73M +50,112 +3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$193M -$45.4M -397,100 -20%
JP Morgan Chase
49
JP Morgan Chase
New York
$187M -$147M -1,284,041 -45%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$186M +$39.6M +345,972 +29%
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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.