United Parcel Service
1,429 hedge funds and large institutions have $55.8B invested in United Parcel Service in 2017 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 569 increasing their positions, 480 reducing their positions, and 56 closing their positions.
259% more call options, than puts
Call options by funds: $3.08B | Put options by funds: $860M
255% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 56
19% more repeat investments, than reductions
Existing positions increased: 569 | Existing positions reduced: 480
10% more funds holding
Funds holding: 1,300 → 1,429 (+129)
0.22% more ownership
Funds ownership: 67.97% → 68.19% (+0.22%)
1% less capital invested
Capital invested by funds: $56.2B → $55.8B (-$435M)
10% less funds holding in top 10
Funds holding in top 10: 50 → 45 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$332M |
| 2 |
N
Natixis
Paris,
France
|
+$110M |
| 3 |
State Street
Boston,
Massachusetts
|
+$97.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.1M |
| 5 |
Renaissance Technologies
New York
|
+$75.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$331M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$264M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$245M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$137M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$135M |
UPS Hedge Fund Activity: Q4 2017 in Review
1,429 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2017, worth a combined $55.8B — down 0.77% from $56.2B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new UPS positions and 56 closed out — a net gain of 143 holders — while 569 added to existing stakes and 480 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Massachusetts Financial Services, cutting an estimated $331M.
- 1,429 institutional investors held United Parcel Service (UPS) as of Q4 2017, up from 1,300 in Q3 2017.
- Funds reported $55.8B of United Parcel Service stock for Q4 2017, down 0.77% quarter-over-quarter.
- 199 funds opened new United Parcel Service positions in Q4 2017 and 56 closed out, a net change of +143 holders.
- The largest United Parcel Service buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
- The largest United Parcel Service seller in Q4 2017 was Massachusetts Financial Services, an estimated $331M sold.
Based on aggregated 13F filings for Q4 2017.