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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
HCM
951
Highbridge Capital Management
New York
– -$20.6M -234,293 Closed
BII
952
Baring International Investment
United Kingdom
– -$17.5M -202,030 Closed
WP
953
WMS Partners
Maryland
– -$16.1M -185,795 Closed
Millennium Management
954
Millennium Management
New York
– -$14.7M -170,385 Closed
HT
955
HAP Trading
New York
– -$13.9M -158,645 Closed
NMERB
956
New Mexico Educational Retirement Board
New Mexico
– -$9.83M -113,712 Closed
MLL
957
Moody Lynn & Lieberson
Massachusetts
– -$9.17M -106,038 Closed
TCM
958
TimesSquare Capital Management
New York
– -$7.28M -84,130 Closed
CHA
959
Cedar Hill Associates
Illinois
– -$6.58M -76,093 Closed
AF
960
Ally Financial
Michigan
– -$6.05M -70,000 Closed
CANY
961
Caxton Associates (New York)
New York
– -$5.62M -65,000 Closed
MIA
962
Mainstream Investment Advisers
Indiana
– -$4.24M -49,000 Closed
LTI
963
Laffer Tengler Investments
Tennessee
– -$2.8M -32,320 Closed
RAM
964
RWC Asset Management
United Kingdom
– -$2.23M -25,825 Closed
SSI
965
Scott & Selber Inc
Texas
– -$2.05M -23,746 Closed
DSI
966
Daiwa SB Investments
Japan
– -$1.94M -22,416 Closed
QT
967
Quantbot Technologies
New York
– -$1.91M -22,111 Closed
ARC
968
Absolute Return Capital
Massachusetts
– -$1.42M -16,375 Closed
IIM
969
Ivory Investment Management
New York
– -$1.04M -12,057 Closed
PP
970
Paloma Partners
Connecticut
– -$884K -10,220 Closed
SBCM
971
Silver Bridge Capital Management
Massachusetts
– -$830K -9,595 Closed
SIM
972
SSI Investment Management
California
– -$796K -9,205 Closed
CIM
973
CIM Investment Management
Pennsylvania
– -$787K -9,101 Closed
CA
974
Cetera Advisors
Colorado
– -$787K -9,079 Closed
SAMNY
975
Samsung Asset Management (New York)
New York
– -$744K -8,600 Closed
37 38
39
40 41

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.