United Parcel Service
1,075 hedge funds and large institutions have $48.3B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 437 increasing their positions, 395 reducing their positions, and 60 closing their positions.
388% more call options, than puts
Call options by funds: $3.1B | Put options by funds: $635M
58% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 60
11% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 395
2% more funds holding
Funds holding: 1,050 → 1,075 (+25)
0.47% less ownership
Funds ownership: 70.44% → 69.97% (-0.47%)
9% less capital invested
Capital invested by funds: $53B → $48.3B (-$4.64B)
23% less funds holding in top 10
Funds holding in top 10: 60 → 46 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$296M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$193M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$161M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$142M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$382M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$308M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$269M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$206M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$201M |
UPS Hedge Fund Activity: Q1 2014 in Review
1,075 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2014, worth a combined $48.3B — down 8.8% from $53B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new UPS positions and 60 closed out — a net gain of 35 holders — while 437 added to existing stakes and 395 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $296M. The largest seller was T. Rowe Price Associates, cutting an estimated $382M.
- 1,075 institutional investors held United Parcel Service (UPS) as of Q1 2014, up from 1,050 in Q4 2013.
- Funds reported $48.3B of United Parcel Service stock for Q1 2014, down 8.8% quarter-over-quarter.
- 95 funds opened new United Parcel Service positions in Q1 2014 and 60 closed out, a net change of +35 holders.
- The largest United Parcel Service buyer in Q1 2014 was Wellington Management Group, an estimated $296M added.
- The largest United Parcel Service seller in Q1 2014 was T. Rowe Price Associates, an estimated $382M sold.
Based on aggregated 13F filings for Q1 2014.