United Parcel Service
UPS
1,435 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 604 reducing their positions, and 69 closing their positions.
118% more call options, than puts
Call options by funds: $1.53B | Put options by funds: $704M
36% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 69
12% more funds holding in top 10
Funds holding in top 10: 33 → 37 (+4)
1% more funds holding
Funds holding: 1,419 → 1,435 (+16)
2% more capital invested
Capital invested by funds: $49B → $49.8B (+$820M)
0.28% more ownership
Funds ownership: 68% → 68.28% (+0.28%)
9% less repeat investments, than reductions
Existing positions increased: 552 | Existing positions reduced: 604
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.9B |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$326M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$108M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$94.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$579M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$216M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$163M |
| 4 |
BlackRock
New York
|
-$126M |
| 5 |
Lazard Asset Management
New York
|
-$121M |
UPS Hedge Fund Activity: Q2 2018 in Review
1,435 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2018, worth a combined $49.8B — up 1.7% from $49B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new UPS positions and 69 closed out — a net gain of 25 holders — while 552 added to existing stakes and 604 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $1.9B. The largest seller was Wellington Management Group, cutting an estimated $579M.
- 1,435 institutional investors held United Parcel Service (UPS) as of Q2 2018, up from 1,419 in Q1 2018.
- Funds reported $49.8B of United Parcel Service stock for Q2 2018, up 1.7% quarter-over-quarter.
- 94 funds opened new United Parcel Service positions in Q2 2018 and 69 closed out, a net change of +25 holders.
- The largest United Parcel Service buyer in Q2 2018 was Capital World Investors, an estimated $1.9B added.
- The largest United Parcel Service seller in Q2 2018 was Wellington Management Group, an estimated $579M sold.
Based on aggregated 13F filings for Q2 2018.