United Parcel Service
UPS
1,219 hedge funds and large institutions have $45.6B invested in United Parcel Service in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 468 increasing their positions, 465 reducing their positions, and 65 closing their positions.
138% more call options, than puts
Call options by funds: $1.67B | Put options by funds: $702M
103% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 65
5% more funds holding
Funds holding: 1,163 → 1,219 (+56)
1% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 465
1.35% less ownership
Funds ownership: 69.43% → 68.07% (-1.4%)
6% less capital invested
Capital invested by funds: $48.7B → $45.6B (-$3.11B)
33% less funds holding in top 10
Funds holding in top 10: 69 → 46 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tran Capital Management
San Rafael,
California
|
+$147M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$111M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.9M |
| 4 |
Morgan Stanley
New York
|
+$78.4M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$70.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$310M |
| 2 |
GA
Greenhaven Associates
Purchase,
New York
|
-$264M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$174M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$169M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
UPS Hedge Fund Activity: Q4 2015 in Review
1,219 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2015, worth a combined $45.6B — down 6.4% from $48.7B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new UPS positions and 65 closed out — a net gain of 67 holders — while 468 added to existing stakes and 465 trimmed.
The largest buyer was Tran Capital Management, adding an estimated $147M. The largest seller was Capital Research Global Investors, cutting an estimated $310M.
- 1,219 institutional investors held United Parcel Service (UPS) as of Q4 2015, up from 1,163 in Q3 2015.
- Funds reported $45.6B of United Parcel Service stock for Q4 2015, down 6.4% quarter-over-quarter.
- 132 funds opened new United Parcel Service positions in Q4 2015 and 65 closed out, a net change of +67 holders.
- The largest United Parcel Service buyer in Q4 2015 was Tran Capital Management, an estimated $147M added.
- The largest United Parcel Service seller in Q4 2015 was Capital Research Global Investors, an estimated $310M sold.
Based on aggregated 13F filings for Q4 2015.