United Parcel Service
UPS
1,441 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 609 reducing their positions, and 72 closing their positions.
115% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $791M
19% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 72
11% more capital invested
Capital invested by funds: $49.8B → $55B (+$5.25B)
0% more funds holding
Funds holding: 1,435 → 1,441 (+6)
0.26% less ownership
Funds ownership: 68.28% → 68.02% (-0.26%)
3% less funds holding in top 10
Funds holding in top 10: 37 → 36 (-1)
12% less repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 609
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$530M |
| 2 |
Two Sigma Advisers
New York
|
+$242M |
| 3 |
State Street
Boston,
Massachusetts
|
+$124M |
| 4 |
Two Sigma Investments
New York
|
+$123M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$82.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$337M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$140M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$104M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$95.4M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$84M |
UPS Hedge Fund Activity: Q3 2018 in Review
1,441 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2018, worth a combined $55B — up 11% from $49.8B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new UPS positions and 72 closed out — a net gain of 14 holders — while 533 added to existing stakes and 609 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $530M. The largest seller was Capital World Investors, cutting an estimated $337M.
- 1,441 institutional investors held United Parcel Service (UPS) as of Q3 2018, up from 1,435 in Q2 2018.
- Funds reported $55B of United Parcel Service stock for Q3 2018, up 11% quarter-over-quarter.
- 86 funds opened new United Parcel Service positions in Q3 2018 and 72 closed out, a net change of +14 holders.
- The largest United Parcel Service buyer in Q3 2018 was Capital International Investors, an estimated $530M added.
- The largest United Parcel Service seller in Q3 2018 was Capital World Investors, an estimated $337M sold.
Based on aggregated 13F filings for Q3 2018.