United Parcel Service
1,239 hedge funds and large institutions have $50.8B invested in United Parcel Service in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 474 increasing their positions, 498 reducing their positions, and 48 closing their positions.
61% more call options, than puts
Call options by funds: $1.64B | Put options by funds: $1.02B
60% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 48
1% more funds holding
Funds holding: 1,228 → 1,239 (+11)
0% less capital invested
Capital invested by funds: $50.9B → $50.8B (-$122M)
0.64% less ownership
Funds ownership: 68.88% → 68.24% (-0.64%)
5% less repeat investments, than reductions
Existing positions increased: 474 | Existing positions reduced: 498
10% less funds holding in top 10
Funds holding in top 10: 60 → 54 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$168M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
| 3 |
Two Sigma Investments
New York
|
+$112M |
| 4 |
Two Sigma Advisers
New York
|
+$110M |
| 5 |
Citigroup
New York
|
+$58.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$401M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$170M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$139M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$125M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$88.3M |
UPS Hedge Fund Activity: Q3 2016 in Review
1,239 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2016, worth a combined $50.8B — down 0.24% from $50.9B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new UPS positions and 48 closed out — a net gain of 29 holders — while 474 added to existing stakes and 498 trimmed.
The largest buyer was State Street, adding an estimated $168M. The largest seller was Fidelity Investments, cutting an estimated $401M.
- 1,239 institutional investors held United Parcel Service (UPS) as of Q3 2016, up from 1,228 in Q2 2016.
- Funds reported $50.8B of United Parcel Service stock for Q3 2016, down 0.24% quarter-over-quarter.
- 77 funds opened new United Parcel Service positions in Q3 2016 and 48 closed out, a net change of +29 holders.
- The largest United Parcel Service buyer in Q3 2016 was State Street, an estimated $168M added.
- The largest United Parcel Service seller in Q3 2016 was Fidelity Investments, an estimated $401M sold.
Based on aggregated 13F filings for Q3 2016.