United Parcel Service
UPS
1,624 hedge funds and large institutions have $56.9B invested in United Parcel Service in 2019 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 654 increasing their positions, 546 reducing their positions, and 71 closing their positions.
220% more first-time investments, than exits
New positions opened: 227 | Existing positions closed: 71
107% more call options, than puts
Call options by funds: $2.01B | Put options by funds: $971M
20% more repeat investments, than reductions
Existing positions increased: 654 | Existing positions reduced: 546
9% more funds holding
Funds holding: 1,488 → 1,624 (+136)
0.2% less ownership
Funds ownership: 69.62% → 69.42% (-0.2%)
2% less capital invested
Capital invested by funds: $58.2B → $56.9B (-$1.24B)
17% less funds holding in top 10
Funds holding in top 10: 46 → 38 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$213M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$186M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$139M |
| 4 |
Goldman Sachs
New York
|
+$110M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$89.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$386M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$340M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$263M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$251M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$157M |
UPS Hedge Fund Activity: Q4 2019 in Review
1,624 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2019, worth a combined $56.9B — down 2.1% from $58.2B a quarter earlier.
Buyers outnumbered sellers: 227 funds opened new UPS positions and 71 closed out — a net gain of 156 holders — while 654 added to existing stakes and 546 trimmed.
The largest buyer was Aberdeen Group, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $386M.
- 1,624 institutional investors held United Parcel Service (UPS) as of Q4 2019, up from 1,488 in Q3 2019.
- Funds reported $56.9B of United Parcel Service stock for Q4 2019, down 2.1% quarter-over-quarter.
- 227 funds opened new United Parcel Service positions in Q4 2019 and 71 closed out, a net change of +156 holders.
- The largest United Parcel Service buyer in Q4 2019 was Aberdeen Group, an estimated $213M added.
- The largest United Parcel Service seller in Q4 2019 was Fidelity Investments, an estimated $386M sold.
Based on aggregated 13F filings for Q4 2019.