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United Parcel Service
UPS

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 51

106% more call options, than puts

Call options by funds: $2.12B | Put options by funds: $1.03B

46% more capital invested

Capital invested by funds: $47.9B → $69.9B (+$22B)

29% more funds holding in top 10

Funds holding in top 10: 51 → 66 (+15)

7% more funds holding

Funds holding: 1,087 → 1,166 (+79)

0.2% more ownership

Funds ownership: 68.83% → 69.03% (+0.2%)

4% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 448

Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.09%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B

Top Buyers

Rank Fund Capital Flow
1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$478M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
TIM
Thornburg Investment Management
New Mexico
+$174M
4
State Street
State Street
Massachusetts
+$102M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$100M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$227M
2
BA
BlackRock Advisors
Delaware
-$176M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$127M
4
JHIU
Janus Henderson Investors US
Colorado
-$115M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
76
Sterling Capital Management
North Carolina
$123M +$70.6M +669,103 +154%
RRAM
77
River Road Asset Management
Kentucky
$121M -$6.12M -57,976 -5%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$119M +$8.04M +76,179 +8%
JHIU
79
Janus Henderson Investors US
Colorado
$118M -$115M -1,087,322 -51%
Swiss National Bank
80
Swiss National Bank
Switzerland
$117M -$3.24M -30,700 -3%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$117M -$1.78M -16,900 -2%
CB
82
Cooke & Bieler
Pennsylvania
$116M -$115K -1,090 -0.1%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$115M +$3.33M +31,510 +3%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$114M -$1.16M -10,953 -1%
Prudential Financial
85
Prudential Financial
New Jersey
$112M -$42.7M -404,371 -29%
MTB
86
Mizuho Trust & Banking
Japan
$107M +$1.52M +14,380 +2%
First Manhattan
87
First Manhattan
New York
$105M -$2.19M -20,725 -2%
Principal Financial Group
88
Principal Financial Group
Iowa
$104M -$4.34M -41,165 -4%
EHC
89
Everett Harris & Co
California
$103M +$288K +2,725 +0.3%
Calamos Advisors
90
Calamos Advisors
Illinois
$103M +$7.31M +69,307 +8%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$103M +$29.9M +283,043 +44%
HMP
92
HS Management Partners
New York
$99M -$11.4M -107,955 -11%
KeyBank National Association
93
KeyBank National Association
Ohio
$98.3M +$1.46M +13,793 +2%
BJ
94
BlackRock Japan
Japan
$97.2M -$1.32M -12,495 -1%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$96.3M +$1.28M +12,111 +1%
PPA
96
Parametric Portfolio Associates
Washington
$95.6M +$2.27M +21,510 +3%
TA
97
Teachers Advisors
New York
$92.9M -$4.68M -44,314 -5%
SC
98
Saturna Capital
Washington
$91.3M – – –
EVM
99
Eaton Vance Management
Massachusetts
$90.6M +$6M +56,829 +8%
BBHC
100
Brown Brothers Harriman & Co
New York
$88.5M -$7.57M -71,775 -8%
2 3
4
5 6

UPS Hedge Fund Activity: Q4 2014 in Review

1,166 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2014, worth a combined $69.9B — up 46% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new UPS positions and 51 closed out — a net gain of 93 holders — while 429 added to existing stakes and 448 trimmed.

The largest buyer was Gates Foundation Trust, opening a new position worth an estimated $478M. The largest seller was 1832 Asset Management, cutting an estimated $227M.

  • 1,166 institutional investors held United Parcel Service (UPS) as of Q4 2014, up from 1,087 in Q3 2014.
  • Funds reported $69.9B of United Parcel Service stock for Q4 2014, up 46% quarter-over-quarter.
  • 144 funds opened new United Parcel Service positions in Q4 2014 and 51 closed out, a net change of +93 holders.
  • The largest United Parcel Service buyer in Q4 2014 was Gates Foundation Trust, an estimated $478M added.
  • The largest United Parcel Service seller in Q4 2014 was 1832 Asset Management, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2014.