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United Parcel Service
UPS

2,229 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 895 increasing their positions, 705 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more first-time investments, than exits

New positions opened: 373 | Existing positions closed: 85

31% more funds holding in top 10

Funds holding in top 10: 70 → 92 (+22)

27% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 705

18% more capital invested

Capital invested by funds: $91.5B → $108B (+$16.4B)

13% more funds holding

Funds holding: 1,976 → 2,229 (+253)

0.16% more ownership

Funds ownership: 69.12% → 69.28% (+0.16%)

7% less call options, than puts

Call options by funds: $2.54B | Put options by funds: $2.72B

Holders
2,229
Holders Change
+253
Holders Change %
+12.8%
% of All Funds
34.3%
Holding in Top 10
92
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+31.43%
% of All Funds
1.42%
New
373
Increased
895
Reduced
705
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$729M
2
Ameriprise
Ameriprise
Minnesota
+$163M
3
Capital World Investors
Capital World Investors
California
+$142M
4
Marshall Wace
Marshall Wace
United Kingdom
+$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$112M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$292M
2
Wells Fargo
Wells Fargo
California
-$259M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$246M
4
Franklin Resources
Franklin Resources
California
-$241M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$695M -$10.7M -52,449 -2%
Morgan Stanley
27
Morgan Stanley
New York
$684M +$32.9M +161,540 +5%
Capital World Investors
28
Capital World Investors
California
$678M +$142M +697,955 +28%
N
29
Nuveen
North Carolina
$657M -$45.6M -224,022 -7%
Goldman Sachs
30
Goldman Sachs
New York
$642M -$105M -518,609 -15%
UBS AM
31
UBS AM
Illinois
$609M +$36.6M +179,706 +7%
Primecap Management
32
Primecap Management
California
$598M -$47.9M -235,600 -8%
Swiss National Bank
33
Swiss National Bank
Switzerland
$593M -$18.7M -91,900 -3%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$591M +$17.9M +88,251 +3%
PPA
35
Parametric Portfolio Associates
Washington
$560M +$32.8M +161,098 +7%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$560M +$13.9M +68,165 +3%
Gates Foundation Trust
37
Gates Foundation Trust
Washington
$490M – – –
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$489M -$167M -822,182 -27%
RJA
39
Raymond James & Associates
Florida
$475M +$29.6M +145,608 +7%
LCOV
40
London Company of Virginia
Virginia
$400M -$477K -2,346 -0.1%
American Century Companies
41
American Century Companies
Missouri
$388M -$32.4M -159,133 -8%
FNBT
42
FineMark National Bank & Trust
Florida
$381M -$4.53M -22,251 -1%
EVM
43
Eaton Vance Management
Massachusetts
$376M -$5.99M -29,461 -2%
Deutsche Bank
44
Deutsche Bank
Germany
$363M -$70.2M -345,274 -17%
Truist Financial
45
Truist Financial
North Carolina
$352M +$4.38M +21,514 +1%
CS
46
Credit Suisse
Switzerland
$344M +$40.2M +197,672 +14%
Stifel Financial
47
Stifel Financial
Missouri
$285M +$6.75M +33,190 +3%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$281M +$1.16M +5,702 +0.4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$280M +$1.57M +7,696 +0.6%
Barclays
50
Barclays
United Kingdom
$276M -$40M -196,539 -13%
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UPS Hedge Fund Activity: Q4 2021 in Review

2,229 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2021, worth a combined $108B — up 18% from $91.5B a quarter earlier.

Buyers outnumbered sellers: 373 funds opened new UPS positions and 85 closed out — a net gain of 288 holders — while 895 added to existing stakes and 705 trimmed.

The largest buyer was Capital International Investors, adding an estimated $729M. The largest seller was BlackRock, cutting an estimated $292M.

  • 2,229 institutional investors held United Parcel Service (UPS) as of Q4 2021, up from 1,976 in Q3 2021.
  • Funds reported $108B of United Parcel Service stock for Q4 2021, up 18% quarter-over-quarter.
  • 373 funds opened new United Parcel Service positions in Q4 2021 and 85 closed out, a net change of +288 holders.
  • The largest United Parcel Service buyer in Q4 2021 was Capital International Investors, an estimated $729M added.
  • The largest United Parcel Service seller in Q4 2021 was BlackRock, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2021.