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United Parcel Service
UPS

1,300 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 522 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $742M

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

14% more funds holding in top 10

Funds holding in top 10: 44 → 50 (+6)

9% more capital invested

Capital invested by funds: $51.4B → $56.2B (+$4.81B)

2% more funds holding

Funds holding: 1,276 → 1,300 (+24)

5% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 496

0.48% more ownership

Funds ownership: 67.49% → 67.97% (+0.48%)

Holders
1,300
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
522
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Bank of America
Bank of America
North Carolina
+$250M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$121M
4
Two Sigma Investments
Two Sigma Investments
New York
+$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$89M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$342M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
3
State Street
State Street
Massachusetts
-$79.8M
4
SI
Sentry Investments
Ontario, Canada
-$64.5M
5
American Century Companies
American Century Companies
Missouri
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
726
First United Bank & Trust
Maryland
$1.6M +$509K +4,475 +50%
CIC
727
Carnegie Investment Counsel
Ohio
$1.6M +$9.78K +86 +0.6%
AAM
728
Auxier Asset Management
Oregon
$1.6M -$5.46K -48 -0.4%
SA
729
Strategic Advisors
New York
$1.59M -$2.96K -26 -0.2%
BCM
730
BTR Capital Management
California
$1.59M -$23.9K -210 -2%
NHC
731
Nicholas Hoffman & Company
Georgia
$1.59M +$115K +1,008 +8%
PPSG
732
Princeton Portfolio Strategies Group
New Jersey
$1.58M -$30K -264 -2%
AF
733
Alerus Financial
North Dakota
$1.58M +$36K +317 +2%
LS
734
Livforsakringsbolaget Skandia
Sweden
$1.58M – – –
WCBA
735
Weaver C. Barksdale & Associates
Tennessee
$1.57M – – –
CAM
736
Chesapeake Asset Management
New York
$1.56M +$1.48M +12,975 New
NA
737
Neuburgh Advisers
California
$1.55M -$186K -1,632 -11%
CFA
738
Carroll Financial Associates
North Carolina
$1.55M +$68.4K +602 +5%
SACTSONJ
739
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.54M – – –
VSWA
740
Vontobel Swiss Wealth Advisors
Switzerland
$1.54M +$208K +1,833 +17%
PAM
741
Palisade Asset Management
Minnesota
$1.54M +$1.07M +9,420 +276%
GAM
742
Griffin Asset Management
New York
$1.53M +$732K +6,435 +102%
BIA
743
BMT Investment Advisors
Pennsylvania
$1.52M +$1.44M +12,690 New
IC
744
Intersect Capital
California
$1.52M +$27.6K +243 +2%
KOCAA
745
Knights of Columbus Asset Advisors
Connecticut
$1.52M +$506K +4,450 +54%
HWA
746
Heritage Way Advisors
Illinois
$1.52M +$1.44M +12,654 New
WKWM
747
Walter & Keenan Wealth Management
Indiana
$1.5M +$117K +1,030 +9%
NI
748
Numeric Investors
Massachusetts
$1.5M +$1.42M +12,500 New
NERM
749
New England Research & Management
Illinois
$1.5M -$25K -220 -2%
CS
750
Comerica Securities
Michigan
$1.5M +$231K +2,033 +19%
28 29
30
31 32

UPS Hedge Fund Activity: Q3 2017 in Review

1,300 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2017, worth a combined $56.2B — up 9.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new UPS positions and 55 closed out — a net gain of 37 holders — while 522 added to existing stakes and 496 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $253M. The largest seller was Massachusetts Financial Services, cutting an estimated $342M.

  • 1,300 institutional investors held United Parcel Service (UPS) as of Q3 2017, up from 1,276 in Q2 2017.
  • Funds reported $56.2B of United Parcel Service stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 92 funds opened new United Parcel Service positions in Q3 2017 and 55 closed out, a net change of +37 holders.
  • The largest United Parcel Service buyer in Q3 2017 was T. Rowe Price Associates, an estimated $253M added.
  • The largest United Parcel Service seller in Q3 2017 was Massachusetts Financial Services, an estimated $342M sold.

Based on aggregated 13F filings for Q3 2017.