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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
BCI
876
Brinker Capital Investments
Pennsylvania
$181K -$12.1K -138 -7%
AW
877
Alpha Windward
Massachusetts
$181K +$2.9K +33 +2%
MA
878
MCF Advisors
Kentucky
$164K +$29.8K +339 +25%
MME
879
Meag Munich Ergo
Germany
$156K -$5.48M -62,341 -97%
CPA
880
Cowen Prime Advisors
New York
$153K +$4.48K +51 +3%
KTC
881
Kistler-Tiffany Companies
Pennsylvania
$150K +$19.2K +219 +15%
TCM
882
Tetrem Capital Management
Manitoba, Canada
$150K +$144K +1,641 New
Manulife (Manufacturers Life Insurance)
883
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K +$12.1M +137,537 +9%
HIM
884
Hillsdale Investment Management
Ontario, Canada
$146K -$26.4K -300 -16%
BRWA
885
B. Riley Wealth Advisors
Florida
$140K +$135K +1,533 New
MAM
886
Mizuho Asset Management
Japan
$138K +$21.4K +244 +19%
EFSCE
887
Enterprise Financial Services Corp (EFSC)
Missouri
$138K +$44.6K +507 +50%
PVH
888
Psagot Value Holdings
Israel
$132K +$52.7K +600 +71%
EWM
889
Elite Wealth Management
Washington
$129K +$124K +1,407 New
JWM
890
Jacobus Wealth Management
Wisconsin
$126K – – –
WCM
891
Windsor Capital Management
Arizona
$125K +$31.7K +361 +36%
PFS
892
Penseco Financial Services
Pennsylvania
$120K – – –
TC
893
TradeLink Capital
Illinois
$119K -$413K -4,700 -78%
TCM
894
TD Capital Management
Tennessee
$111K +$88 +1 +0.1%
PFO
895
Pathstone Family Office
New Jersey
$103K +$10.1K +115 +11%
WA
896
Waverly Advisors
Alabama
$98K +$94.3K +1,073 New
TF
897
Tompkins Financial
New York
$96K -$218K -2,480 -70%
NYLT
898
New York Life Trust
New York
$93K -$88.2K -1,003 -50%
ST
899
Stifel Trust
Missouri
$85K – – –
Jones Financial Companies
900
Jones Financial Companies
Missouri
$85K +$37.3K +424 +83%
34 35
36
37 38

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.