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United Parcel Service
UPS

1,487 hedge funds and large institutions have $58.2B invested in United Parcel Service in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 571 increasing their positions, 636 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $898M

39% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 77

35% more funds holding in top 10

Funds holding in top 10: 34 → 46 (+12)

17% more capital invested

Capital invested by funds: $49.6B → $58.2B (+$8.56B)

1% more funds holding

Funds holding: 1,467 → 1,487 (+20)

0.57% more ownership

Funds ownership: 69.05% → 69.62% (+0.57%)

10% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 636

Holders
1,487
Holders Change
+20
Holders Change %
+1.36%
% of All Funds
32.61%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
1.01%
New
107
Increased
571
Reduced
636
Closed
77
Calls
$1.97B
Puts
$898M
Net Calls
+$1.08B
Net Calls Change
+$420M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$782M
2
Bank of America
Bank of America
North Carolina
+$654M
3
Boston Partners
Boston Partners
Massachusetts
+$258M
4
ClearBridge Investments
ClearBridge Investments
New York
+$249M
5
BlackRock
BlackRock
New York
+$205M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$559M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$499M
3
Franklin Resources
Franklin Resources
California
-$212M
4
VVP
Vulcan Value Partners
Alabama
-$150M
5
JP Morgan Chase
JP Morgan Chase
New York
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1476
BDO Wealth Advisors
Florida
$2K – – –
GC
1477
Globeflex Capital
California
$2K – – –
NL
1478
NVWM LLC
Pennsylvania
$2K – – –
LWM
1479
Lenox Wealth Management
Ohio
$2K +$2.63K +23 New
FCH
1480
Freestone Capital Holdings
Washington
$1.32K +$166K +1,451 +15%
CAGAS
1481
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
CIR
1482
Clear Investment Research
Georgia
$1K – – –
RTC
1483
Riverview Trust Company
Washington
$1K – – –
SIAS
1484
Shine Investment Advisory Services
Colorado
$1K – – –
Fidelity International
1485
Fidelity International
Bermuda
$1K +$915 +8 New
BRC
1486
Bell Rock Capital
Delaware
$1K +$1.03K +9 New
KFS
1487
Kelly Financial Services
Massachusetts
$809 – – –
Millennium Management
1488
Millennium Management
New York
– -$51.5M -450,013 Closed
WIC
1489
Willis Investment Counsel
Georgia
– -$25.3M -245,444 Closed
CBOA
1490
Commonwealth Bank of Australia
Australia
– -$12M -116,151 Closed
BA
1491
Bridgewater Associates
Connecticut
– -$8.33M -80,700 Closed
ACM
1492
Advent Capital Management
New York
– -$5.68M -55,000 Closed
TAM
1493
Tiverton Asset Management
Delaware
– -$4.76M -46,116 Closed
CGM
1494
Centenus Global Management
New York
– -$4.65M -45,000 Closed
D.E. Shaw & Co
1495
D.E. Shaw & Co
New York
– -$4.71M -41,154 Closed
PCM
1496
Palouse Capital Management
Washington
– -$4.05M -39,189 Closed
Capital Fund Management (CFM)
1497
Capital Fund Management (CFM)
France
– -$4.4M -38,496 Closed
AF
1498
Ally Financial
Michigan
– -$3.72M -36,000 Closed
UIC
1499
Uniplan Investment Counsel
Wisconsin
– -$3.71M -35,939 Closed
EP
1500
Edgestream Partners
New Jersey
– -$2.98M -28,823 Closed
58 59
60
61 62

UPS Hedge Fund Activity: Q3 2019 in Review

1,487 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2019, worth a combined $58.2B — up 17% from $49.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new UPS positions and 77 closed out — a net gain of 30 holders — while 571 added to existing stakes and 636 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $782M. The largest seller was Massachusetts Financial Services, cutting an estimated $559M.

  • 1,487 institutional investors held United Parcel Service (UPS) as of Q3 2019, up from 1,467 in Q2 2019.
  • Funds reported $58.2B of United Parcel Service stock for Q3 2019, up 17% quarter-over-quarter.
  • 107 funds opened new United Parcel Service positions in Q3 2019 and 77 closed out, a net change of +30 holders.
  • The largest United Parcel Service buyer in Q3 2019 was T. Rowe Price Associates, an estimated $782M added.
  • The largest United Parcel Service seller in Q3 2019 was Massachusetts Financial Services, an estimated $559M sold.

Based on aggregated 13F filings for Q3 2019.