United Parcel Service
1,285 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 519 increasing their positions, 526 reducing their positions, and 114 closing their positions.
91% more call options, than puts
Call options by funds: $1.47B | Put options by funds: $767M
0.89% less ownership
Funds ownership: 68.79% → 67.91% (-0.89%)
1% less repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 526
2% less funds holding
Funds holding: 1,317 → 1,285 (-32)
8% less capital invested
Capital invested by funds: $54.3B → $50.2B (-$4.13B)
17% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 114
21% less funds holding in top 10
Funds holding in top 10: 58 → 46 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.74B |
| 2 |
Lazard Asset Management
New York
|
+$528M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$136M |
| 4 |
Two Sigma Advisers
New York
|
+$130M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$252M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$182M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$157M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$152M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$150M |
UPS Hedge Fund Activity: Q1 2017 in Review
1,285 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2017, worth a combined $50.2B — down 7.6% from $54.3B a quarter earlier.
Sellers outnumbered buyers: 114 funds closed out of UPS and 95 opened new positions — a net loss of 19 holders — while 526 trimmed existing stakes and 519 added.
The largest buyer was BlackRock, adding an estimated $4.74B. The largest seller was Ameriprise, cutting an estimated $252M.
- 1,285 institutional investors held United Parcel Service (UPS) as of Q1 2017, down from 1,317 in Q4 2016.
- Funds reported $50.2B of United Parcel Service stock for Q1 2017, down 7.6% quarter-over-quarter.
- 95 funds opened new United Parcel Service positions in Q1 2017 and 114 closed out, a net change of -19 holders.
- The largest United Parcel Service buyer in Q1 2017 was BlackRock, an estimated $4.74B added.
- The largest United Parcel Service seller in Q1 2017 was Ameriprise, an estimated $252M sold.
Based on aggregated 13F filings for Q1 2017.