United Parcel Service
1,276 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 536 increasing their positions, 498 reducing their positions, and 78 closing their positions.
99% more call options, than puts
Call options by funds: $1.45B | Put options by funds: $730M
8% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 78
8% more repeat investments, than reductions
Existing positions increased: 536 | Existing positions reduced: 498
2% more capital invested
Capital invested by funds: $50.2B → $51.4B (+$1.19B)
0.41% less ownership
Funds ownership: 67.91% → 67.49% (-0.41%)
1% less funds holding
Funds holding: 1,285 → 1,276 (-9)
4% less funds holding in top 10
Funds holding in top 10: 46 → 44 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$262M |
| 2 |
Lazard Asset Management
New York
|
+$250M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$181M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$155M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$235M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$174M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$162M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$101M |
| 5 |
Two Sigma Investments
New York
|
-$90.3M |
UPS Hedge Fund Activity: Q2 2017 in Review
1,276 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2017, worth a combined $51.4B — up 2.4% from $50.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new UPS positions and 78 closed out — a net gain of 6 holders — while 536 added to existing stakes and 498 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $262M. The largest seller was Boston Partners, exiting entirely with an estimated $235M sold.
- 1,276 institutional investors held United Parcel Service (UPS) as of Q2 2017, down from 1,285 in Q1 2017.
- Funds reported $51.4B of United Parcel Service stock for Q2 2017, up 2.4% quarter-over-quarter.
- 84 funds opened new United Parcel Service positions in Q2 2017 and 78 closed out, a net change of +6 holders.
- The largest United Parcel Service buyer in Q2 2017 was Janus Henderson Group, an estimated $262M added.
- The largest United Parcel Service seller in Q2 2017 was Boston Partners, an estimated $235M sold.
Based on aggregated 13F filings for Q2 2017.