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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
ST
926
SpiderRock Trading
Illinois
$21K – – –
AA
927
AlphaMark Advisors
Kentucky
$18K – – –
ACM
928
Aviance Capital Management
Florida
$17K +$15.9K +181 New
CFSG
929
Community Financial Services Group
Vermont
$14K – – –
MUMSS
930
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K – – –
FNBSF
931
First National Bank Sioux Falls
South Dakota
$11K – – –
PFG
932
Piershale Financial Group
Illinois
$11K +$88 +1 +0.8%
FWM
933
Focused Wealth Management
New York
$11K +$10.9K +124 New
ATC
934
Adirondack Trust Company
New York
$10K – – –
FAM
935
Formidable Asset Management
Ohio
$10K +$9.58K +109 New
SMA
936
Simply Money Advisors
Ohio
$9K -$9.93K -113 -53%
FANJ
937
Financial Architects (New Jersey)
New Jersey
$9K – – –
AC
938
Alexandria Capital
Virginia
$8K – – –
HTHT
939
Hemenway Trust Hemenway Trust
New Hampshire
$7K – – –
TSW
940
Thompson Siegel & Walmsley
Virginia
$7K – – –
CAW
941
Cornerstone Advisors (Washington)
Washington
$7K +$1.14K +13 +22%
UB
942
UMB Bank
Missouri
$5.3K +$134K +1,523 +3%
PSC
943
Prentiss Smith & Co
Vermont
$4K – – –
PSI
944
Pinnacle Summer Investments
Virginia
$3K +$2.99K +34 New
HR
945
Howe & Rusling
New York
$2K – – –
PCM
946
Prelude Capital Management
New York
$2K +$1.76K +20 New
MAS
947
Madden Advisory Services
Florida
$1K – – –
SCM
948
Scout Capital Management
New York
– -$259M -3,000,000 Closed
ASA
949
Armstrong Shaw Associates
Connecticut
– -$48.4M -559,975 Closed
THSP
950
Taube Hodson Stonex Partners
United Kingdom
– -$28.9M -334,459 Closed
36 37
38
39 40

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.