United Parcel Service
UPS
946 hedge funds and large institutions have $46.4B invested in United Parcel Service in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 398 increasing their positions, 360 reducing their positions, and 58 closing their positions.
357% more call options, than puts
Call options by funds: $3.79B | Put options by funds: $829M
11% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 360
6% more capital invested
Capital invested by funds: $43.9B → $46.4B (+$2.49B)
9% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 58
0.04% more ownership
Funds ownership: 70.16% → 70.2% (+0.04%)
0% less funds holding
Funds holding: 947 → 946 (-1)
6% less funds holding in top 10
Funds holding in top 10: 49 → 46 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$106M |
| 2 |
State Street
Boston,
Massachusetts
|
+$89.7M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$88.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$87.3M |
| 5 |
JP Morgan Chase
New York
|
+$86.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scout Capital Management
New York
|
-$259M |
| 2 |
O
OppenheimerFunds
New York
|
-$185M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
-$113M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$102M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$99M |
UPS Hedge Fund Activity: Q3 2013 in Review
946 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2013, worth a combined $46.4B — up 5.7% from $43.9B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new UPS positions and 58 closed out — a net gain of 5 holders — while 398 added to existing stakes and 360 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $106M. The largest seller was Scout Capital Management, exiting entirely with an estimated $259M sold.
- 946 institutional investors held United Parcel Service (UPS) as of Q3 2013, down from 947 in Q2 2013.
- Funds reported $46.4B of United Parcel Service stock for Q3 2013, up 5.7% quarter-over-quarter.
- 63 funds opened new United Parcel Service positions in Q3 2013 and 58 closed out, a net change of +5 holders.
- The largest United Parcel Service buyer in Q3 2013 was Lord, Abbett & Co, an estimated $106M added.
- The largest United Parcel Service seller in Q3 2013 was Scout Capital Management, an estimated $259M sold.
Based on aggregated 13F filings for Q3 2013.