United Parcel Service
1,050 hedge funds and large institutions have $53B invested in United Parcel Service in 2013 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 358 increasing their positions, 425 reducing their positions, and 37 closing their positions.
331% more call options, than puts
Call options by funds: $4.12B | Put options by funds: $955M
303% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 37
30% more funds holding in top 10
Funds holding in top 10: 46 → 60 (+14)
14% more capital invested
Capital invested by funds: $46.6B → $53B (+$6.4B)
11% more funds holding
Funds holding: 946 → 1,050 (+104)
0.22% less ownership
Funds ownership: 70.66% → 70.44% (-0.22%)
16% less repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 425
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$274M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 3 |
State Street
Boston,
Massachusetts
|
+$131M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$130M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$586M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
-$203M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$140M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$124M |
| 5 |
Neuberger Berman Group
New York
|
-$102M |
UPS Hedge Fund Activity: Q4 2013 in Review
1,050 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2013, worth a combined $53B — up 14% from $46.6B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new UPS positions and 37 closed out — a net gain of 112 holders — while 358 added to existing stakes and 425 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $274M. The largest seller was OppenheimerFunds, cutting an estimated $586M.
- 1,050 institutional investors held United Parcel Service (UPS) as of Q4 2013, up from 946 in Q3 2013.
- Funds reported $53B of United Parcel Service stock for Q4 2013, up 14% quarter-over-quarter.
- 149 funds opened new United Parcel Service positions in Q4 2013 and 37 closed out, a net change of +112 holders.
- The largest United Parcel Service buyer in Q4 2013 was Nomura Holdings, an estimated $274M added.
- The largest United Parcel Service seller in Q4 2013 was OppenheimerFunds, an estimated $586M sold.
Based on aggregated 13F filings for Q4 2013.