United Parcel Service
1,230 hedge funds and large institutions have $51.2B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 515 increasing their positions, 468 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
10% more repeat investments, than reductions
Existing positions increased: 515 | Existing positions reduced: 468
7% more funds holding in top 10
Funds holding in top 10: 56 → 60 (+4)
3% more capital invested
Capital invested by funds: $49.9B → $51.2B (+$1.31B)
0% more funds holding
Funds holding: 1,226 → 1,230 (+4)
0.33% more ownership
Funds ownership: 68.51% → 68.83% (+0.33%)
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 |
Morgan Stanley
New York
|
-$102M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$84.3M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$77.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$72.3M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$71.3M |
UPS Hedge Fund Activity: Q2 2016 in Review
1,230 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2016, worth a combined $51.2B — up 2.6% from $49.9B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new UPS positions and 67 closed out — a net gain of 20 holders — while 515 added to existing stakes and 468 trimmed.
The largest buyer was Boston Partners, adding an estimated $202M. The largest seller was Morgan Stanley, cutting an estimated $102M.
- 1,230 institutional investors held United Parcel Service (UPS) as of Q2 2016, up from 1,226 in Q1 2016.
- Funds reported $51.2B of United Parcel Service stock for Q2 2016, up 2.6% 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 Morgan Stanley, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2016.