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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
CC
851
Cipher Capital
New York
$242K +$233K +2,653 New
MMLI
852
Massachusetts Mutual Life Insurance
Massachusetts
$239K +$230K +2,619 New
ZCA
853
Zeke Capital Advisors
Pennsylvania
$238K -$132K -1,500 -37%
FIMG
854
Financial & Investment Management Group
Michigan
$238K -$40.4K -460 -15%
CONA
855
Capital One National Association
New York
$234K -$2.55K -29 -1%
TC
856
Taylor Cottrill
New Hampshire
$232K +$223K +2,537 New
PAS
857
Partnervest Advisory Services
California
$230K +$47.4K +539 +27%
FNB
858
First Niagara Bank
New York
$226K -$96.7K -1,100 -31%
FWCM
859
Ferguson Wellman Capital Management
Oregon
$222K – – –
HCA
860
Harbour Capital Advisors
Virginia
$222K – – –
PWM
861
ParenteBeard Wealth Management
Pennsylvania
$221K -$34.7K -395 -14%
JAMONY
862
Jacob Asset Management of New York
California
$219K – – –
SFSIG
863
San Francisco Sentry Investment Group
California
$219K – – –
LSV Asset Management
864
LSV Asset Management
Illinois
$219K +$211K +2,400 New
LCM
865
Logan Capital Management
Pennsylvania
$215K +$207K +2,355 New
DSA
866
Davis Selected Advisers
Arizona
$213K +$204K +2,326 New
PP
867
Palladium Partners
Virginia
$212K -$2.2K -25 -1%
CCT
868
Chemung Canal Trust
New York
$212K +$204K +2,317 New
CNBT
869
Canandaigua National Bank & Trust
New York
$211K -$35.2K -400 -15%
RT
870
Reliance Trust
Georgia
$204K -$12.7K -144 -6%
ATC
871
Argent Trust Company
Louisiana
$204K +$197K +2,240 New
HHMI
872
Howard Hughes Medical Institute
Maryland
$202K +$9.76K +111 +5%
FCB
873
First Citizens Bancorporation
South Carolina
$201K +$193K +2,195 New
BG
874
Bollard Group
Massachusetts
$184K +$177K +2,014 New
Carson Wealth (CWM LLC)
875
Carson Wealth (CWM LLC)
Nebraska
$184K +$177K +2,017 New
33 34
35
36 37

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.