United Parcel Service
UPS
1,092 hedge funds and large institutions have $51.6B invested in United Parcel Service in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 443 increasing their positions, 409 reducing their positions, and 45 closing their positions.
431% more call options, than puts
Call options by funds: $3.13B | Put options by funds: $590M
60% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 45
24% more funds holding in top 10
Funds holding in top 10: 46 → 57 (+11)
6% more capital invested
Capital invested by funds: $48.5B → $51.6B (+$3.08B)
2% more funds holding
Funds holding: 1,073 → 1,092 (+19)
8% more repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 409
0.74% more ownership
Funds ownership: 69.97% → 70.71% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$539M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$288M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$198M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$124M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$99.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.25B |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$166M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$99.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$77.9M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$68M |
UPS Hedge Fund Activity: Q2 2014 in Review
1,092 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2014, worth a combined $51.6B — up 6.4% from $48.5B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new UPS positions and 45 closed out — a net gain of 27 holders — while 443 added to existing stakes and 409 trimmed.
The largest buyer was Norges Bank, adding an estimated $539M. The largest seller was Capital Research Global Investors, cutting an estimated $1.25B.
- 1,092 institutional investors held United Parcel Service (UPS) as of Q2 2014, up from 1,073 in Q1 2014.
- Funds reported $51.6B of United Parcel Service stock for Q2 2014, up 6.4% quarter-over-quarter.
- 72 funds opened new United Parcel Service positions in Q2 2014 and 45 closed out, a net change of +27 holders.
- The largest United Parcel Service buyer in Q2 2014 was Norges Bank, an estimated $539M added.
- The largest United Parcel Service seller in Q2 2014 was Capital Research Global Investors, an estimated $1.25B sold.
Based on aggregated 13F filings for Q2 2014.