United Parcel Service
UPS
1,229 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 513 increasing their positions, 469 reducing their positions, and 67 closing their positions.
59% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.07B
30% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 67
7% more funds holding in top 10
Funds holding in top 10: 56 → 60 (+4)
9% more repeat investments, than reductions
Existing positions increased: 513 | Existing positions reduced: 469
4% more capital invested
Capital invested by funds: $48.9B → $50.9B (+$2.03B)
0% more funds holding
Funds holding: 1,225 → 1,229 (+4)
2.21% less ownership
Funds ownership: 71.09% → 68.88% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$202M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$150M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$140M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$1.85B |
| 2 |
Morgan Stanley
New York
|
-$102M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$84.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$77.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$72.3M |
UPS Hedge Fund Activity: Q2 2016 in Review
1,229 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2016, worth a combined $50.9B — up 4.2% from $48.9B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new UPS positions and 67 closed out — a net gain of 20 holders — while 513 added to existing stakes and 469 trimmed.
The largest buyer was Boston Partners, adding an estimated $202M. The largest seller was Royal London Asset Management, cutting an estimated $1.85B.
- 1,229 institutional investors held United Parcel Service (UPS) as of Q2 2016, up from 1,225 in Q1 2016.
- Funds reported $50.9B of United Parcel Service stock for Q2 2016, up 4.2% quarter-over-quarter.
- 87 funds opened new United Parcel Service positions in Q2 2016 and 67 closed out, a net change of +20 holders.
- The largest United Parcel Service buyer in Q2 2016 was Boston Partners, an estimated $202M added.
- The largest United Parcel Service seller in Q2 2016 was Royal London Asset Management, an estimated $1.85B sold.
Based on aggregated 13F filings for Q2 2016.