United Parcel Service
UPS
1,603 hedge funds and large institutions have $44.8B invested in United Parcel Service in 2020 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 707 increasing their positions, 569 reducing their positions, and 162 closing their positions.
58% more call options, than puts
Call options by funds: $1.34B | Put options by funds: $850M
39% more funds holding in top 10
Funds holding in top 10: 38 → 53 (+15)
24% more repeat investments, than reductions
Existing positions increased: 707 | Existing positions reduced: 569
2% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 162
1.05% less ownership
Funds ownership: 69.42% → 68.36% (-1.1%)
1% less funds holding
Funds holding: 1,625 → 1,603 (-22)
21% less capital invested
Capital invested by funds: $56.9B → $44.8B (-$12.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$354M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$148M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$145M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$137M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.01B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$586M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$461M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$259M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$224M |
UPS Hedge Fund Activity: Q1 2020 in Review
1,603 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2020, worth a combined $44.8B — down 21% from $56.9B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new UPS positions and 162 closed out — a net gain of 4 holders — while 707 added to existing stakes and 569 trimmed.
The largest buyer was Franklin Resources, adding an estimated $354M. The largest seller was Capital World Investors, cutting an estimated $1.01B.
- 1,603 institutional investors held United Parcel Service (UPS) as of Q1 2020, down from 1,625 in Q4 2019.
- Funds reported $44.8B of United Parcel Service stock for Q1 2020, down 21% quarter-over-quarter.
- 166 funds opened new United Parcel Service positions in Q1 2020 and 162 closed out, a net change of +4 holders.
- The largest United Parcel Service buyer in Q1 2020 was Franklin Resources, an estimated $354M added.
- The largest United Parcel Service seller in Q1 2020 was Capital World Investors, an estimated $1.01B sold.
Based on aggregated 13F filings for Q1 2020.