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United Parcel Service
UPS

2,009 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 768 increasing their positions, 821 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 108

37% more funds holding in top 10

Funds holding in top 10: 68 → 93 (+25)

24% more capital invested

Capital invested by funds: $84.1B → $104B (+$20.3B)

18% more call options, than puts

Call options by funds: $3.05B | Put options by funds: $2.6B

2% more funds holding

Funds holding: 1,962 → 2,009 (+47)

0.71% more ownership

Funds ownership: 68.88% → 69.59% (+0.71%)

6% less repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 821

Holders
2,009
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
768
Reduced
821
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$544M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$428M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$396M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$298M
5
Ameriprise
Ameriprise
Minnesota
+$254M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$442M
2
BlackRock
BlackRock
New York
-$263M
3
Bank of America
Bank of America
North Carolina
-$196M
4
Capital World Investors
Capital World Investors
California
-$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
726
Columbia Asset Management
Michigan
$3.98M -$2.91M -14,550 -43%
AAS
727
Avantax Advisory Services
Texas
$3.98M +$274K +1,367 +8%
MCAI
728
Members Capital Advisors Inc
Wisconsin
$3.97M – – –
BCV
729
Banque Cantonale Vaudoise
Switzerland
$3.92M +$748K +3,739 +25%
AM
730
Atwater Malick
Pennsylvania
$3.92M +$300K +1,499 +9%
KRSITF
731
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.92M -$330K -1,647 -8%
AHC
732
Anderson Hoagland & Co
Missouri
$3.88M +$44.6K +223 +1%
FA
733
Fortis Advisors
Pennsylvania
$3.83M -$40K -200 -1%
FMW
734
Farr Miller & Washington
District of Columbia
$3.82M +$139K +696 +4%
RIM
735
Redpoint Investment Management
Australia
$3.82M – – –
JWM
736
Jackson Wealth Management
Florida
$3.81M +$231K +1,156 +7%
HT
737
Heritage Trust
Oklahoma
$3.8M +$355K +1,772 +11%
DA
738
Duality Advisers
Florida
$3.8M +$3.65M +18,264 New
CCMINC
739
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.77M -$7K -35 -0.2%
CG
740
Colony Group
Massachusetts
$3.75M -$6.2K -31 -0.2%
MP
741
McDonald Partners
Ohio
$3.73M +$60.2K +301 +2%
APC
742
Aspire Private Capital
North Carolina
$3.7M +$20K +100 +0.6%
WS
743
Wedbush Securities
California
$3.69M -$508K -2,537 -13%
HIM
744
Harbour Investment Management
Washington
$3.68M -$75.2K -376 -2%
ECM
745
Everence Capital Management
Indiana
$3.68M – – –
WAM
746
World Asset Management
Michigan
$3.67M -$220K -1,101 -6%
PBC
747
Pavion Blue Capital
California
$3.66M -$78.2K -391 -2%
PCA
748
Providence Capital Advisors
North Carolina
$3.65M +$3.46M +17,300 +6,455%
GP
749
Greenline Partners
New York
$3.65M +$48.2K +241 +1%
MCM
750
Monument Capital Management
Virginia
$3.62M +$65K +325 +2%
28 29
30
31 32

UPS Hedge Fund Activity: Q2 2021 in Review

2,009 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2021, worth a combined $104B — up 24% from $84.1B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new UPS positions and 108 closed out — a net gain of 76 holders — while 768 added to existing stakes and 821 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $544M. The largest seller was Franklin Resources, cutting an estimated $442M.

  • 2,009 institutional investors held United Parcel Service (UPS) as of Q2 2021, up from 1,962 in Q1 2021.
  • Funds reported $104B of United Parcel Service stock for Q2 2021, up 24% quarter-over-quarter.
  • 184 funds opened new United Parcel Service positions in Q2 2021 and 108 closed out, a net change of +76 holders.
  • The largest United Parcel Service buyer in Q2 2021 was JP Morgan Chase, an estimated $544M added.
  • The largest United Parcel Service seller in Q2 2021 was Franklin Resources, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2021.