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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
Toronto Dominion Bank
826
Toronto Dominion Bank
Ontario, Canada
$296K -$411K -4,671 -59%
LCM
827
LVM Capital Management
Michigan
$296K – – –
JFA
828
JNBA Financial Advisors
Minnesota
$294K +$14.1K +160 +5%
VCP
829
Vista Capital Partners
Oregon
$293K -$5.71K -65 -2%
1IA
830
1834 Investment Advisors
Wisconsin
$291K -$2.73K -31 -1%
WIC
831
Wood Investment Counsel
Colorado
$290K – – –
RGC
832
Roberts, Glore & Co
Illinois
$289K -$115K -1,307 -29%
CAG
833
Crestwood Advisors Group
Massachusetts
$289K -$22.2K -253 -7%
CM
834
Capital Management
Virginia
$289K +$30.8K +350 +12%
ZF
835
Zhang Financial
Michigan
$286K – – –
PL
836
Perpetual Ltd
Australia
$285K -$33.3M -378,606 -99%
BFS
837
Bradley Foster & Sargent
Connecticut
$285K -$113K -1,281 -29%
BBA
838
BLB&B Advisors
Pennsylvania
$284K -$24.2K -275 -8%
MS
839
Madison Scottsdale
Arizona
$283K – – –
SBWM
840
Sunflower Bank Wealth Management
Arizona
$276K +$265K +3,019 New
MJRIC
841
Mogy Joel R Investment Counsel
California
$274K – – –
SC
842
SouthState Corp
Florida
$271K +$29.4K +335 +13%
SC
843
Savant Capital
Illinois
$268K -$2.64K -30 -1%
MFBTD
844
MB Financial Bank - Trust Department
Illinois
$258K -$50.9K -579 -17%
CGT
845
Capital Guardian Trust
California
$256K – – –
FAM
846
Fiduciary Asset Management
Missouri
$256K – – –
CIA
847
Choate Investment Advisors
Massachusetts
$253K +$10.5K +119 +4%
GIM
848
Groesbeck Investment Management
New Jersey
$247K – – –
EIP
849
Epoch Investment Partners
New York
$247K +$4.83K +55 +2%
LNB
850
Ledyard National Bank
$246K -$32.1K -365 -12%
32 33
34
35 36

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.