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United Parcel Service
UPS

1,300 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 522 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $742M

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

14% more funds holding in top 10

Funds holding in top 10: 44 → 50 (+6)

9% more capital invested

Capital invested by funds: $51.4B → $56.2B (+$4.81B)

2% more funds holding

Funds holding: 1,276 → 1,300 (+24)

5% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 496

0.48% more ownership

Funds ownership: 67.49% → 67.97% (+0.48%)

Holders
1,300
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
522
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Bank of America
Bank of America
North Carolina
+$250M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$121M
4
Two Sigma Investments
Two Sigma Investments
New York
+$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$89M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$342M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
3
State Street
State Street
Massachusetts
-$79.8M
4
SI
Sentry Investments
Ontario, Canada
-$64.5M
5
American Century Companies
American Century Companies
Missouri
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
976
Cubist Systematic Strategies
Connecticut
$537K -$1.15M -10,120 -69%
PWMAG
977
Pinnacle Wealth Management Advisory Group
New Jersey
$537K -$132K -1,165 -21%
FBT
978
First Bank & Trust
South Dakota
$532K +$504K +4,430 New
DCM
979
Dupont Capital Management
Delaware
$531K +$503K +4,425 New
AIIMS
980
Analyst IMS Investment Management Services
Israel
$527K -$17.1K -150 -3%
Squarepoint
981
Squarepoint
New York
$525K +$497K +4,374 New
BFM
982
Boston Financial Management
Massachusetts
$523K -$36.5K -321 -7%
PL
983
Perpetual Ltd
Australia
$521K – – –
CC
984
Courier Capital
New York
$515K – – –
PAS
985
Partnervest Advisory Services
California
$515K +$7.28K +64 +2%
Susquehanna International Group
986
Susquehanna International Group
Pennsylvania
$510K +$482K +4,243 New
SFG
987
SNS Financial Group
Minnesota
$506K -$22.7K -200 -5%
HIM
988
Hutchens Investment Management
New Hampshire
$502K -$92K -809 -16%
BAS
989
Brown Advisory Securities
Maryland
$497K +$34.3K +302 +8%
AC
990
Abbrea Capital
California
$492K – – –
CCG
991
Cypress Capital Group
Florida
$490K – – –
HK
992
Horizon Kinetics
New York
$490K – – –
AIA
993
Allegis Investment Advisors
Idaho
$490K +$113K +992 +32%
JIP
994
Jaffetilchin Investment Partners
Florida
$490K +$464K +4,079 New
GCAC
995
Guardian Capital Advisors (Canada)
Ontario, Canada
$486K +$56.2K +494 +14%
NJBEST
996
New Jersey Better Educational Savings Trust
New Jersey
$480K -$56.8K -500 -11%
WAM
997
Weatherly Asset Management
California
$480K -$5.57K -49 -1%
SAA
998
Southeast Asset Advisors
Georgia
$480K – – –
BOH
999
Bank of Hawaii
Hawaii
$479K +$454K +3,990 New
TPWA
1000
TRUE Private Wealth Advisors
Oregon
$478K -$34.1K -300 -7%
38 39
40
41 42

UPS Hedge Fund Activity: Q3 2017 in Review

1,300 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2017, worth a combined $56.2B — up 9.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new UPS positions and 55 closed out — a net gain of 37 holders — while 522 added to existing stakes and 496 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $253M. The largest seller was Massachusetts Financial Services, cutting an estimated $342M.

  • 1,300 institutional investors held United Parcel Service (UPS) as of Q3 2017, up from 1,276 in Q2 2017.
  • Funds reported $56.2B of United Parcel Service stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 92 funds opened new United Parcel Service positions in Q3 2017 and 55 closed out, a net change of +37 holders.
  • The largest United Parcel Service buyer in Q3 2017 was T. Rowe Price Associates, an estimated $253M added.
  • The largest United Parcel Service seller in Q3 2017 was Massachusetts Financial Services, an estimated $342M sold.

Based on aggregated 13F filings for Q3 2017.