United Parcel Service
UPS
1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.
182% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 51
106% more call options, than puts
Call options by funds: $2.12B | Put options by funds: $1.03B
46% more capital invested
Capital invested by funds: $47.9B → $69.9B (+$22B)
29% more funds holding in top 10
Funds holding in top 10: 51 → 66 (+15)
7% more funds holding
Funds holding: 1,087 → 1,166 (+79)
0.2% more ownership
Funds ownership: 68.83% → 69.03% (+0.2%)
4% less repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 448
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
+$478M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$274M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$174M |
| 4 |
State Street
Boston,
Massachusetts
|
+$102M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$227M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$176M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$127M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$115M |
| 5 |
Two Sigma Investments
New York
|
-$112M |
UPS Hedge Fund Activity: Q4 2014 in Review
1,166 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2014, worth a combined $69.9B — up 46% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new UPS positions and 51 closed out — a net gain of 93 holders — while 429 added to existing stakes and 448 trimmed.
The largest buyer was Gates Foundation Trust, opening a new position worth an estimated $478M. The largest seller was 1832 Asset Management, cutting an estimated $227M.
- 1,166 institutional investors held United Parcel Service (UPS) as of Q4 2014, up from 1,087 in Q3 2014.
- Funds reported $69.9B of United Parcel Service stock for Q4 2014, up 46% quarter-over-quarter.
- 144 funds opened new United Parcel Service positions in Q4 2014 and 51 closed out, a net change of +93 holders.
- The largest United Parcel Service buyer in Q4 2014 was Gates Foundation Trust, an estimated $478M added.
- The largest United Parcel Service seller in Q4 2014 was 1832 Asset Management, an estimated $227M sold.
Based on aggregated 13F filings for Q4 2014.