United Parcel Service
1,226 hedge funds and large institutions have $49.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 500 increasing their positions, 468 reducing their positions, and 79 closing their positions.
238% more call options, than puts
Call options by funds: $2.13B | Put options by funds: $630M
30% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 79
22% more funds holding in top 10
Funds holding in top 10: 46 → 56 (+10)
10% more capital invested
Capital invested by funds: $45.5B → $49.9B (+$4.34B)
7% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 468
0% more funds holding
Funds holding: 1,220 → 1,226 (+6)
0.48% more ownership
Funds ownership: 68.03% → 68.51% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$130M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$104M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$89.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.8M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$72.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$197M |
| 2 |
SA
SQ Advisors
Naples,
Florida
|
-$145M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$98.1M |
| 4 |
MG
Markel Group
Glen Allen,
Virginia
|
-$76.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68.3M |
UPS Hedge Fund Activity: Q1 2016 in Review
1,226 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2016, worth a combined $49.9B — up 9.5% from $45.5B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new UPS positions and 79 closed out — a net gain of 24 holders — while 500 added to existing stakes and 468 trimmed.
The largest buyer was Epoch Investment Partners, adding an estimated $130M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $197M sold.
- 1,226 institutional investors held United Parcel Service (UPS) as of Q1 2016, up from 1,220 in Q4 2015.
- Funds reported $49.9B of United Parcel Service stock for Q1 2016, up 9.5% quarter-over-quarter.
- 103 funds opened new United Parcel Service positions in Q1 2016 and 79 closed out, a net change of +24 holders.
- The largest United Parcel Service buyer in Q1 2016 was Epoch Investment Partners, an estimated $130M added.
- The largest United Parcel Service seller in Q1 2016 was Greenhaven Associates, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2016.