United Parcel Service
UPS
1,162 hedge funds and large institutions have $48.7B invested in United Parcel Service in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 482 increasing their positions, 441 reducing their positions, and 58 closing their positions.
82% more call options, than puts
Call options by funds: $1.43B | Put options by funds: $789M
47% more funds holding in top 10
Funds holding in top 10: 47 → 69 (+22)
24% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 58
7% more capital invested
Capital invested by funds: $45.7B → $48.7B (+$2.98B)
1.31% more ownership
Funds ownership: 68.11% → 69.43% (+1.3%)
9% more repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 441
1% more funds holding
Funds holding: 1,156 → 1,162 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$332M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$240M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$170M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$109M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$219M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$165M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$112M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$104M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$75.9M |
UPS Hedge Fund Activity: Q3 2015 in Review
1,162 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2015, worth a combined $48.7B — up 6.5% from $45.7B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new UPS positions and 58 closed out — a net gain of 14 holders — while 482 added to existing stakes and 441 trimmed.
The largest buyer was Ameriprise, adding an estimated $332M. The largest seller was JP Morgan Chase, cutting an estimated $219M.
- 1,162 institutional investors held United Parcel Service (UPS) as of Q3 2015, up from 1,156 in Q2 2015.
- Funds reported $48.7B of United Parcel Service stock for Q3 2015, up 6.5% quarter-over-quarter.
- 72 funds opened new United Parcel Service positions in Q3 2015 and 58 closed out, a net change of +14 holders.
- The largest United Parcel Service buyer in Q3 2015 was Ameriprise, an estimated $332M added.
- The largest United Parcel Service seller in Q3 2015 was JP Morgan Chase, an estimated $219M sold.
Based on aggregated 13F filings for Q3 2015.