United Parcel Service
1,420 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 611 increasing their positions, 531 reducing their positions, and 119 closing their positions.
128% more call options, than puts
Call options by funds: $1.91B | Put options by funds: $839M
15% more repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 531
7% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 119
0.18% less ownership
Funds ownership: 68.19% → 68.01% (-0.18%)
1% less funds holding
Funds holding: 1,430 → 1,420 (-10)
12% less capital invested
Capital invested by funds: $55.8B → $49B (-$6.81B)
27% less funds holding in top 10
Funds holding in top 10: 45 → 33 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
+$595M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$429M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$247M |
| 4 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$216M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$720M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$412M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$401M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$187M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$148M |
UPS Hedge Fund Activity: Q1 2018 in Review
1,420 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2018, worth a combined $49B — down 12% from $55.8B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new UPS positions and 119 closed out — a net gain of 8 holders — while 611 added to existing stakes and 531 trimmed.
The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $595M. The largest seller was Lazard Asset Management, cutting an estimated $720M.
- 1,420 institutional investors held United Parcel Service (UPS) as of Q1 2018, down from 1,430 in Q4 2017.
- Funds reported $49B of United Parcel Service stock for Q1 2018, down 12% quarter-over-quarter.
- 127 funds opened new United Parcel Service positions in Q1 2018 and 119 closed out, a net change of +8 holders.
- The largest United Parcel Service buyer in Q1 2018 was Eagle Capital Management (New York), an estimated $595M added.
- The largest United Parcel Service seller in Q1 2018 was Lazard Asset Management, an estimated $720M sold.
Based on aggregated 13F filings for Q1 2018.