United Parcel Service
UPS
1,431 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 594 reducing their positions, and 140 closing their positions.
89% more call options, than puts
Call options by funds: $1.35B | Put options by funds: $714M
2% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 140
0.87% more ownership
Funds ownership: 68.02% → 68.89% (+0.87%)
1% less funds holding
Funds holding: 1,441 → 1,431 (-10)
9% less repeat investments, than reductions
Existing positions increased: 543 | Existing positions reduced: 594
3% less funds holding in top 10
Funds holding in top 10: 36 → 35 (-1)
16% less capital invested
Capital invested by funds: $55B → $46.3B (-$8.72B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$455M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$199M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$175M |
| 4 |
BlackRock
New York
|
+$166M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$432M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$123M |
| 3 |
Two Sigma Investments
New York
|
-$120M |
| 4 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$106M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$80.6M |
UPS Hedge Fund Activity: Q4 2018 in Review
1,431 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2018, worth a combined $46.3B — down 16% from $55B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new UPS positions and 140 closed out — a net gain of 3 holders — while 543 added to existing stakes and 594 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $455M. The largest seller was Eagle Capital Management (New York), cutting an estimated $432M.
- 1,431 institutional investors held United Parcel Service (UPS) as of Q4 2018, down from 1,441 in Q3 2018.
- Funds reported $46.3B of United Parcel Service stock for Q4 2018, down 16% quarter-over-quarter.
- 143 funds opened new United Parcel Service positions in Q4 2018 and 140 closed out, a net change of +3 holders.
- The largest United Parcel Service buyer in Q4 2018 was Capital Research Global Investors, an estimated $455M added.
- The largest United Parcel Service seller in Q4 2018 was Eagle Capital Management (New York), an estimated $432M sold.
Based on aggregated 13F filings for Q4 2018.