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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
CCM
1301
Century Capital Management
Massachusetts
– -$9.54M -83,218 Closed
JMFC
1302
J.M. Forbes & Co
Massachusetts
– -$7.11M -61,992 Closed
AL
1303
AJO LP
Pennsylvania
– -$6.94M -60,567 Closed
TG
1304
TCW Group
California
– -$6.48M -56,562 Closed
GCM
1305
Grisanti Capital Management
New York
– -$6.45M -56,287 Closed
AC
1306
Apertura Capital
Texas
– -$5.73M -50,000 Closed
Simplex Trading
1307
Simplex Trading
Illinois
– -$5.19M -47,518 Closed
MC
1308
Menta Capital
California
– -$5.19M -45,266 Closed
Voloridge Investment Management
1309
Voloridge Investment Management
Florida
– -$4.6M -40,152 Closed
MLL
1310
Moody Lynn & Lieberson
Massachusetts
– -$4.09M -35,653 Closed
FWCM
1311
First Western Capital Management
California
– -$3.99M -34,766 Closed
BCM
1312
Barometer Capital Management
Ontario, Canada
– -$3.71M -32,400 Closed
UFF
1313
USA Financial Formulas
Michigan
– -$3.53M -30,769 Closed
GCP
1314
GSA Capital Partners
United Kingdom
– -$3.23M -28,172 Closed
CAM
1315
Chesapeake Asset Management
New York
– -$3.2M -27,888 Closed
CIC
1316
Chilton Investment Company
Connecticut
– -$2.79M -25,562 Closed
SM
1317
SG3 Management
Puerto Rico
– -$2.79M -25,500 Closed
EGM
1318
Engineers Gate Manager
New York
– -$2.85M -24,874 Closed
HCMT
1319
Highland Capital Management (Texas)
Texas
– -$2.79M -24,316 Closed
GIA
1320
Gargoyle Investment Advisor
New Jersey
– -$2.56M -22,314 Closed
SAM
1321
Symphony Asset Management
California
– -$2.37M -20,693 Closed
ACM
1322
Alethea Capital Management
Washington
– -$2.14M -18,641 Closed
PP
1323
Pegasus Partners
Wisconsin
– -$2.1M -18,356 Closed
SFP
1324
Shepherd Financial Partners
Massachusetts
– -$1.97M -17,123 Closed
BSPF
1325
British Steel Pension Fund
United Kingdom
– -$1.93M -16,849 Closed
51 52
53
54 55

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.