United Parcel Service
1,225 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 502 increasing their positions, 467 reducing their positions, and 79 closing their positions.
238% more call options, than puts
Call options by funds: $2.13B | Put options by funds: $630M
30% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 79
22% more funds holding in top 10
Funds holding in top 10: 46 → 56 (+10)
7% more capital invested
Capital invested by funds: $45.6B → $48.9B (+$3.27B)
3.02% more ownership
Funds ownership: 68.07% → 71.09% (+3%)
7% more repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 467
0% more funds holding
Funds holding: 1,219 → 1,225 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.73B |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$130M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$104M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$89.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$197M |
| 2 |
SA
SQ Advisors
Naples,
Florida
|
-$145M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$98.1M |
| 4 |
MG
Markel Group
Glen Allen,
Virginia
|
-$76.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68.3M |
UPS Hedge Fund Activity: Q1 2016 in Review
1,225 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2016, worth a combined $48.9B — up 7.2% from $45.6B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new UPS positions and 79 closed out — a net gain of 24 holders — while 502 added to existing stakes and 467 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.73B. The largest seller was Greenhaven Associates, exiting entirely with an estimated $197M sold.
- 1,225 institutional investors held United Parcel Service (UPS) as of Q1 2016, up from 1,219 in Q4 2015.
- Funds reported $48.9B of United Parcel Service stock for Q1 2016, up 7.2% quarter-over-quarter.
- 103 funds opened new United Parcel Service positions in Q1 2016 and 79 closed out, a net change of +24 holders.
- The largest United Parcel Service buyer in Q1 2016 was Royal London Asset Management, an estimated $1.73B added.
- The largest United Parcel Service seller in Q1 2016 was Greenhaven Associates, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2016.