United Parcel Service
UPS
1,156 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 468 increasing their positions, 445 reducing their positions, and 63 closing their positions.
24% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 63
20% more call options, than puts
Call options by funds: $984M | Put options by funds: $820M
5% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 445
0% more funds holding
Funds holding: 1,154 → 1,156 (+2)
0.42% less ownership
Funds ownership: 68.53% → 68.11% (-0.42%)
2% less capital invested
Capital invested by funds: $46.9B → $45.7B (-$1.13B)
4% less funds holding in top 10
Funds holding in top 10: 49 → 47 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$185M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.1M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$62.2M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$60.7M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$198M |
| 2 |
State Street
Boston,
Massachusetts
|
-$142M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$83.1M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$80.1M |
UPS Hedge Fund Activity: Q2 2015 in Review
1,156 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2015, worth a combined $45.7B — down 2.4% from $46.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new UPS positions and 63 closed out — a net gain of 15 holders — while 468 added to existing stakes and 445 trimmed.
The largest buyer was Fidelity International, adding an estimated $185M. The largest seller was Capital Research Global Investors, cutting an estimated $198M.
- 1,156 institutional investors held United Parcel Service (UPS) as of Q2 2015, up from 1,154 in Q1 2015.
- Funds reported $45.7B of United Parcel Service stock for Q2 2015, down 2.4% quarter-over-quarter.
- 78 funds opened new United Parcel Service positions in Q2 2015 and 63 closed out, a net change of +15 holders.
- The largest United Parcel Service buyer in Q2 2015 was Fidelity International, an estimated $185M added.
- The largest United Parcel Service seller in Q2 2015 was Capital Research Global Investors, an estimated $198M sold.
Based on aggregated 13F filings for Q2 2015.