United Parcel Service
UPS
1,467 hedge funds and large institutions have $49.6B invested in United Parcel Service in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 638 increasing their positions, 564 reducing their positions, and 104 closing their positions.
71% more call options, than puts
Call options by funds: $1.58B | Put options by funds: $922M
13% more repeat investments, than reductions
Existing positions increased: 638 | Existing positions reduced: 564
0.45% less ownership
Funds ownership: 69.5% → 69.05% (-0.45%)
3% less funds holding
Funds holding: 1,506 → 1,467 (-39)
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
8% less capital invested
Capital invested by funds: $54B → $49.6B (-$4.41B)
16% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$371M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$328M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$215M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$198M |
| 5 |
ClearBridge Investments
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$527M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$259M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$208M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$204M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$103M |
UPS Hedge Fund Activity: Q2 2019 in Review
1,467 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2019, worth a combined $49.6B — down 8.2% from $54B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of UPS and 87 opened new positions — a net loss of 17 holders — while 564 trimmed existing stakes and 638 added.
The largest buyer was Nuveen, opening a new position worth an estimated $371M. The largest seller was Parnassus Investments, exiting entirely with an estimated $527M sold.
- 1,467 institutional investors held United Parcel Service (UPS) as of Q2 2019, down from 1,506 in Q1 2019.
- Funds reported $49.6B of United Parcel Service stock for Q2 2019, down 8.2% quarter-over-quarter.
- 87 funds opened new United Parcel Service positions in Q2 2019 and 104 closed out, a net change of -17 holders.
- The largest United Parcel Service buyer in Q2 2019 was Nuveen, an estimated $371M added.
- The largest United Parcel Service seller in Q2 2019 was Parnassus Investments, an estimated $527M sold.
Based on aggregated 13F filings for Q2 2019.