United Parcel Service
UPS
1,300 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 522 increasing their positions, 496 reducing their positions, and 55 closing their positions.
279% more call options, than puts
Call options by funds: $2.81B | Put options by funds: $742M
67% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 55
14% more funds holding in top 10
Funds holding in top 10: 44 → 50 (+6)
9% more capital invested
Capital invested by funds: $51.4B → $56.2B (+$4.81B)
2% more funds holding
Funds holding: 1,276 → 1,300 (+24)
5% more repeat investments, than reductions
Existing positions increased: 522 | Existing positions reduced: 496
0.48% more ownership
Funds ownership: 67.49% → 67.97% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$253M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$250M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$121M |
| 4 |
Two Sigma Investments
New York
|
+$105M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$342M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 3 |
State Street
Boston,
Massachusetts
|
-$79.8M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$64.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$58.8M |
UPS Hedge Fund Activity: Q3 2017 in Review
1,300 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2017, worth a combined $56.2B — up 9.3% from $51.4B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new UPS positions and 55 closed out — a net gain of 37 holders — while 522 added to existing stakes and 496 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $253M. The largest seller was Massachusetts Financial Services, cutting an estimated $342M.
- 1,300 institutional investors held United Parcel Service (UPS) as of Q3 2017, up from 1,276 in Q2 2017.
- Funds reported $56.2B of United Parcel Service stock for Q3 2017, up 9.3% quarter-over-quarter.
- 92 funds opened new United Parcel Service positions in Q3 2017 and 55 closed out, a net change of +37 holders.
- The largest United Parcel Service buyer in Q3 2017 was T. Rowe Price Associates, an estimated $253M added.
- The largest United Parcel Service seller in Q3 2017 was Massachusetts Financial Services, an estimated $342M sold.
Based on aggregated 13F filings for Q3 2017.