United Parcel Service
UPS
1,154 hedge funds and large institutions have $46.9B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.
49% more call options, than puts
Call options by funds: $1.04B | Put options by funds: $699M
5% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 93
0.49% less ownership
Funds ownership: 69.03% → 68.53% (-0.49%)
1% less funds holding
Funds holding: 1,166 → 1,154 (-12)
11% less repeat investments, than reductions
Existing positions increased: 432 | Existing positions reduced: 483
26% less funds holding in top 10
Funds holding in top 10: 66 → 49 (-17)
33% less capital invested
Capital invested by funds: $69.9B → $46.9B (-$23.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$222M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$201M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$173M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$162M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$99.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$237M |
| 2 |
State Street
Boston,
Massachusetts
|
-$188M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$183M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$168M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$137M |
UPS Hedge Fund Activity: Q1 2015 in Review
1,154 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2015, worth a combined $46.9B — down 33% from $69.9B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new UPS positions and 93 closed out — a net gain of 5 holders — while 432 added to existing stakes and 483 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $222M. The largest seller was UBS Group, cutting an estimated $237M.
- 1,154 institutional investors held United Parcel Service (UPS) as of Q1 2015, down from 1,166 in Q4 2014.
- Funds reported $46.9B of United Parcel Service stock for Q1 2015, down 33% quarter-over-quarter.
- 98 funds opened new United Parcel Service positions in Q1 2015 and 93 closed out, a net change of +5 holders.
- The largest United Parcel Service buyer in Q1 2015 was Wellington Management Group, an estimated $222M added.
- The largest United Parcel Service seller in Q1 2015 was UBS Group, an estimated $237M sold.
Based on aggregated 13F filings for Q1 2015.