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United Parcel Service
UPS

1,225 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 502 increasing their positions, 467 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $2.13B | Put options by funds: $630M

30% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 79

22% more funds holding in top 10

Funds holding in top 10: 46 → 56 (+10)

7% more capital invested

Capital invested by funds: $45.6B → $48.9B (+$3.27B)

3.02% more ownership

Funds ownership: 68.07% → 71.09% (+3%)

7% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 467

0% more funds holding

Funds holding: 1,219 → 1,225 (+6)

Holders
1,225
Holders Change
+6
Holders Change %
+0.49%
% of All Funds
32.63%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
502
Reduced
467
Closed
79
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M

Top Buyers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$1.73B
2
EIP
Epoch Investment Partners
New York
+$130M
3
TCIM
TIAA CREF Investment Management
New York
+$104M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$89.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$73.8M

Top Sellers

Rank Fund Capital Flow
1
GA
Greenhaven Associates
New York
-$197M
2
SA
SQ Advisors
Florida
-$145M
3
BA
BlackRock Advisors
Delaware
-$98.1M
4
MG
Markel Group
Virginia
-$76.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ID
1251
Integral Derivatives
New York
– -$1.9M -19,578 Closed
PAM
1252
Princeton Alpha Management
New Jersey
– -$1.72M -17,920 Closed
Walleye Trading
1253
Walleye Trading
New York
– -$1.67M -17,228 Closed
GCG
1254
Giovine Capital Group
California
– -$1.57M -16,358 Closed
CC
1255
Cannell & Co
New York
– -$1.47M -15,300 Closed
TH
1256
Timber Hill
Connecticut
– -$1.43M -14,732 Closed
GCA
1257
Gideon Capital Advisors
New York
– -$1.32M -13,744 Closed
SGAM
1258
Smith Group Asset Management
Texas
– -$1.21M -12,567 Closed
OA
1259
Oxbow Advisors
Texas
– -$1.15M -11,912 Closed
MCM
1260
Mazama Capital Management
Oregon
– -$1.14M -11,882 Closed
AIM
1261
abrdn Investment Management
United Kingdom
– -$1.14M -11,862 Closed
RWM
1262
Rezny Wealth Management
Florida
– -$946K -9,841 Closed
QAM
1263
Quantres Asset Management
Cayman Islands
– -$885K -9,200 Closed
DTL
1264
Dynamic Technology Lab
Singapore
– -$876K -9,100 Closed
HCM
1265
Highbridge Capital Management
New York
– -$848K -8,813 Closed
CG
1266
Colony Group
Massachusetts
– -$808K -8,401 Closed
PVH
1267
Psagot Value Holdings
Israel
– -$739K -7,675 Closed
MF
1268
Magnetar Financial
Illinois
– -$706K -7,332 Closed
OLA
1269
Oliver Luxxe Assets
New Jersey
– -$637K -6,775 Closed
BCM
1270
Bluefin Capital Management
New York
– -$622K -6,460 Closed
NIMI
1271
Natixis Investment Managers International
France
– -$579K -6,014 Closed
GAM
1272
Gotham Asset Management
New York
– -$556K -5,778 Closed
MWM
1273
Modera Wealth Management
New Jersey
– -$544K -5,658 Closed
BAC
1274
Boys Arnold & Co
North Carolina
– -$532K -5,528 Closed
KJHP
1275
K.J. Harrison & Partners
Ontario, Canada
– -$472K -4,900 Closed
49 50
51
52 53

UPS Hedge Fund Activity: Q1 2016 in Review

1,225 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2016, worth a combined $48.9B — up 7.2% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UPS positions and 79 closed out — a net gain of 24 holders — while 502 added to existing stakes and 467 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.73B. The largest seller was Greenhaven Associates, exiting entirely with an estimated $197M sold.

  • 1,225 institutional investors held United Parcel Service (UPS) as of Q1 2016, up from 1,219 in Q4 2015.
  • Funds reported $48.9B of United Parcel Service stock for Q1 2016, up 7.2% quarter-over-quarter.
  • 103 funds opened new United Parcel Service positions in Q1 2016 and 79 closed out, a net change of +24 holders.
  • The largest United Parcel Service buyer in Q1 2016 was Royal London Asset Management, an estimated $1.73B added.
  • The largest United Parcel Service seller in Q1 2016 was Greenhaven Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2016.