United Parcel Service
1,507 hedge funds and large institutions have $54B invested in United Parcel Service in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 642 increasing their positions, 539 reducing their positions, and 62 closing their positions.
147% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 62
119% more call options, than puts
Call options by funds: $1.91B | Put options by funds: $873M
19% more repeat investments, than reductions
Existing positions increased: 642 | Existing positions reduced: 539
17% more capital invested
Capital invested by funds: $46.3B → $54B (+$7.7B)
6% more funds holding in top 10
Funds holding in top 10: 35 → 37 (+2)
5% more funds holding
Funds holding: 1,432 → 1,507 (+75)
0.6% more ownership
Funds ownership: 68.89% → 69.5% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$254M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$233M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$200M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$168M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$344M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$159M |
| 3 |
BlackRock
New York
|
-$113M |
| 4 |
Eagle Capital Management (New York)
New York
|
-$103M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$88.1M |
UPS Hedge Fund Activity: Q1 2019 in Review
1,507 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2019, worth a combined $54B — up 17% from $46.3B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new UPS positions and 62 closed out — a net gain of 91 holders — while 642 added to existing stakes and 539 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was Loomis, Sayles & Company, cutting an estimated $344M.
- 1,507 institutional investors held United Parcel Service (UPS) as of Q1 2019, up from 1,432 in Q4 2018.
- Funds reported $54B of United Parcel Service stock for Q1 2019, up 17% quarter-over-quarter.
- 153 funds opened new United Parcel Service positions in Q1 2019 and 62 closed out, a net change of +91 holders.
- The largest United Parcel Service buyer in Q1 2019 was Fidelity Investments, an estimated $254M added.
- The largest United Parcel Service seller in Q1 2019 was Loomis, Sayles & Company, an estimated $344M sold.
Based on aggregated 13F filings for Q1 2019.