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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
946
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
30.67%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.49%
New
63
Increased
398
Reduced
360
Closed
58
Calls
$3.79B
Puts
$829M
Net Calls
+$2.96B
Net Calls Change
+$1.94B

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$106M
2
State Street
State Street
Massachusetts
+$89.7M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$88.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.6M

Top Sellers

1
SCM
Scout Capital Management
New York
-$259M
2
O
OppenheimerFunds
New York
-$185M
3
KeyBank National Association
KeyBank National Association
Ohio
-$113M
4
HCM
Highfields Capital Management
Massachusetts
-$102M
5
MC
Montag & Caldwell
Georgia
-$99M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Tran Capital Management
California
$372K -$106K -1,203 -23%
OCG
802
Opus Capital Group
Ohio
$372K – – –
HK
803
Horizon Kinetics
New York
$372K +$8.79K +100 +3%
GCP
804
GSA Capital Partners
United Kingdom
$356K -$2.17M -24,676 -86%
SSG
805
Summit Securities Group
New York
$356K -$334K -3,800 -49%
IPC
806
Independent Portfolio Consultants
Florida
$354K – – –
EWM
807
Edge Wealth Management
New York
$352K -$105K -1,195 -24%
PWAP
808
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$351K +$3.52K +40 +1%
VWM
809
Vector Wealth Management
Minnesota
$349K – – –
PCM
810
Parsons Capital Management
Rhode Island
$346K – – –
FB
811
Fulton Bank
Pennsylvania
$336K – – –
B
812
Barings
North Carolina
$324K -$1.38M -15,700 -82%
BDF
813
Balasa Dinverno & Foltz
$324K -$6.33K -72 -2%
LBH
814
Lehman Brothers Holdings
New York
$322K +$311K +3,533 New
WRM
815
Weybosset Research & Management
Rhode Island
$320K -$3.96K -45 -1%
BOIA
816
Bush ODonnell Investment Advisors
Missouri
$320K – – –
SI
817
SII Investments
Wisconsin
$320K +$7.21K +82 +2%
VF
818
Virtu Financial
New York
$318K +$305K +3,475 New
MHC
819
Meyer Handelman Company
New York
$311K – – –
BMO
820
Beck Mack & Oliver
New York
$307K -$13.2K -150 -4%
WKA
821
Wilson Kemp & Associates
Michigan
$306K -$483K -5,491 -62%
AC
822
Addenda Capital
Quebec, Canada
$304K +$7.03K +80 +2%
B
823
Bailard
California
$303K +$5.27K +60 +2%
SHA
824
Smith Hayes Advisers
Nebraska
$300K -$83.4K -949 -22%
MF
825
Magnetar Financial
Illinois
$298K -$839K -9,547 -75%
31 32
33
34 35

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.