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United Parcel Service
UPS

1,285 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 519 increasing their positions, 526 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $767M

0.89% less ownership

Funds ownership: 68.79% → 67.91% (-0.89%)

1% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 526

2% less funds holding

Funds holding: 1,317 → 1,285 (-32)

8% less capital invested

Capital invested by funds: $54.3B → $50.2B (-$4.13B)

17% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 114

21% less funds holding in top 10

Funds holding in top 10: 58 → 46 (-12)

Holders
1,285
Holders Change
-32
Holders Change %
-2.43%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
95
Increased
519
Reduced
526
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.74B
2
Lazard Asset Management
Lazard Asset Management
New York
+$528M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$136M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$130M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$252M
2
AAMU
Amundi Asset Management US
Massachusetts
-$182M
3
APG Asset Management
APG Asset Management
Netherlands
-$157M
4
PPA
Parametric Portfolio Associates
Washington
-$152M
5
Norges Bank
Norges Bank
Norway
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
1276
Butensky & Cohen Financial Security
Florida
$3K – – –
LWA
1277
Lowe Wealth Advisors
Maryland
$3K – – –
TIM
1278
Tortoise Investment Management
New York
$3K – – –
FPTW
1279
Franklin, Parlapiano, Turner & Welch
Texas
$3K +$2.73K +25 New
ST
1280
Somerset Trust
Pennsylvania
$3K +$3.5K +32 New
FFW
1281
Fusion Family Wealth
New York
$2K -$15K -137 -87%
WAM
1282
Watermark Asset Management
California
$2K +$1.97K +18 New
TFA
1283
Transamerica Financial Advisors
Florida
$1K -$219 -2 -40%
PCFFS
1284
Pacific Center for Financial Services
California
$1K – – –
WCM
1285
Wealthcare Capital Management
Virginia
$1K – – –
SLF
1286
Sun Life Financial
Ontario, Canada
$372 -$219 -2 -5%
AP
1287
Advisors Preferred
Maryland
$368 -$90K -824 -19%
MC
1288
Montag & Caldwell
Georgia
– -$117M -1,016,514 Closed
HMP
1289
HS Management Partners
New York
– -$108M -942,406 Closed
Diamond Hill Capital Management
1290
Diamond Hill Capital Management
Ohio
– -$83M -723,735 Closed
FPP
1291
Findlay Park Partners
United Kingdom
– -$69.1M -602,415 Closed
N
1292
Natixis
France
– -$50.7M -442,354 Closed
Millennium Management
1293
Millennium Management
New York
– -$43.9M -383,260 Closed
BAPIM
1294
British Airways Pensions Investment Management
United Kingdom
– -$38.8M -338,752 Closed
CPC
1295
Cookson Peirce & Co
Pennsylvania
– -$18.3M -159,495 Closed
CIM
1296
Calvert Investment Management
Maryland
– -$18.1M -158,260 Closed
GAM
1297
Gotham Asset Management
New York
– -$15.4M -134,362 Closed
BIC
1298
Beach Investment Counsel
Pennsylvania
– -$13.7M -119,296 Closed
NIMC
1299
NWQ Investment Management Company
California
– -$12M -104,538 Closed
QIM
1300
Quantitative Investment Management
Virginia
– -$9.61M -83,800 Closed
50 51
52
53 54

UPS Hedge Fund Activity: Q1 2017 in Review

1,285 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2017, worth a combined $50.2B — down 7.6% from $54.3B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of UPS and 95 opened new positions — a net loss of 19 holders — while 526 trimmed existing stakes and 519 added.

The largest buyer was BlackRock, adding an estimated $4.74B. The largest seller was Ameriprise, cutting an estimated $252M.

  • 1,285 institutional investors held United Parcel Service (UPS) as of Q1 2017, down from 1,317 in Q4 2016.
  • Funds reported $50.2B of United Parcel Service stock for Q1 2017, down 7.6% quarter-over-quarter.
  • 95 funds opened new United Parcel Service positions in Q1 2017 and 114 closed out, a net change of -19 holders.
  • The largest United Parcel Service buyer in Q1 2017 was BlackRock, an estimated $4.74B added.
  • The largest United Parcel Service seller in Q1 2017 was Ameriprise, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.