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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
TCM
976
Tributary Capital Management
Nebraska
– -$726K -8,400 Closed
IPRC
977
Indices-Pac Research Corporation
New Jersey
– -$459K -5,306 Closed
MFIMFI
978
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$455K -5,260 Closed
FM
979
Family Management
New York
– -$437K -5,055 Closed
GF
980
Gerstein Fisher
New York
– -$393K -4,541 Closed
CPS
981
Counsel Portfolio Services
Ontario, Canada
– -$372K -4,300 Closed
D.E. Shaw & Co
982
D.E. Shaw & Co
New York
– -$369K -4,194 Closed
CA
983
Cornerstone Advisors
North Carolina
– -$346K -4,000 Closed
PWPCM
984
Perella Weinberg Partners Capital Management
New York
– -$320K -3,700 Closed
HB
985
Homrich & Berg
Georgia
– -$307K -3,552 Closed
PP
986
PDT Partners
New York
– -$303K -3,500 Closed
HHGA
987
Halbert Hargrove Global Advisors
California
– -$281K -3,245 Closed
CAS
988
CTC Alternative Strategies
Illinois
– -$277K -3,202 Closed
PIM
989
Penobscot Investment Management
Massachusetts
– -$232K -2,680 Closed
BSA
990
Braun Stacey Associates
New York
– -$216K -2,500 Closed
CCM
991
Compton Capital Management
Rhode Island
– -$208K -2,410 Closed
HF
992
Hoxton Financial
West Virginia
– -$205K -2,376 Closed
KLWA
993
Kelly Lawrence W & Associates
California
– -$173K -2,000 Closed
WAM
994
Wolverine Asset Management
Illinois
– -$167K -1,900 Closed
TSWM
995
Triangle Securities Wealth Management
North Carolina
– -$160K -1,855 Closed
HSA
996
Hussman Strategic Advisors
Maryland
– -$121K -1,400 Closed
Lazard Asset Management
997
Lazard Asset Management
New York
– -$98K -1,135 Closed
H
998
Hexavest
Quebec, Canada
– -$90K -1,035 Closed
I2I
999
Insight 2811 Inc
Illinois
– -$30K -350 Closed
FHB
1000
First Hawaiian Bank
Hawaii
– -$26K -300 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.