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United Parcel Service
UPS

1,977 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 880 increasing their positions, 725 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 880 | Existing positions reduced: 725

3% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.52B

0.47% less ownership

Funds ownership: 69.59% → 69.12% (-0.47%)

5% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 129

2% less funds holding

Funds holding: 2,010 → 1,977 (-33)

12% less capital invested

Capital invested by funds: $104B → $91.5B (-$12.9B)

25% less funds holding in top 10

Funds holding in top 10: 93 → 70 (-23)

Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
34.61%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
880
Reduced
725
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$479M
2
Ameriprise
Ameriprise
Minnesota
+$270M
3
JP Morgan Chase
JP Morgan Chase
New York
+$252M
4
CP
Coho Partners
Pennsylvania
+$194M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$169M

Top Sellers

Rank Fund Capital Flow
1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$412M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$313M
3
N
Nuveen
North Carolina
-$245M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$158M
5
First Trust Advisors
First Trust Advisors
Illinois
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Spire Wealth Management
Virginia
$2.63M +$169K +858 +6%
FLPIM
802
F.L. Putnam Investment Management
Massachusetts
$2.63M +$105K +530 +4%
CSM
803
CAMG Solamere Management
North Carolina
$2.63M – – –
ASI
804
Advisory Services & Investments
Oregon
$2.61M +$2.83M +14,342 New
HI
805
Harbour Investments
Wisconsin
$2.61M -$132K -667 -4%
BMA
806
Brooks Moore & Associates
Tennessee
$2.61M +$234K +1,185 +9%
Bessemer Group
807
Bessemer Group
New Jersey
$2.61M +$365K +1,848 +15%
AA
808
ALPS Advisors
Colorado
$2.6M +$253K +1,282 +10%
DWA
809
Douglass Winthrop Advisors
New York
$2.58M – – –
WAM
810
Wakefield Asset Management
Colorado
$2.57M +$39.7K +201 +1%
TCOT
811
Trust Company of Toledo
Ohio
$2.56M -$12.6K -64 -0.5%
CIAS
812
Capital Investment Advisory Services
North Carolina
$2.56M -$145K -733 -5%
SC
813
Slow Capital
California
$2.55M -$6.51K -33 -0.2%
VPIM
814
Vanguard Personalized Indexing Management
California
$2.55M +$165K +836 +6%
BL
815
BFSG LLC
California
$2.55M +$19.3K +98 +0.7%
PGAM
816
Princeton Global Asset Management
New Jersey
$2.54M +$47.2K +239 +2%
CHJWM
817
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.53M +$96.5K +489 +4%
AC
818
Arjuna Capital
North Carolina
$2.53M +$1.23M +6,236 +81%
LNC
819
Lincoln National Corp
Pennsylvania
$2.53M -$26.3K -133 -0.9%
SW
820
SkyOak Wealth
Michigan
$2.52M -$1.78K -9 -0.1%
BA
821
Bristlecone Advisors
Washington
$2.52M -$59.2K -300 -2%
GAMC
822
Garner Asset Management Corp
Texas
$2.52M -$3.55K -18 -0.1%
EWA
823
Exencial Wealth Advisors
Oklahoma
$2.5M +$198K +1,004 +8%
HGWM
824
Horst & Graben Wealth Management
Oregon
$2.5M – – –
C
825
Certuity
Florida
$2.49M +$155K +786 +6%
31 32
33
34 35

UPS Hedge Fund Activity: Q3 2021 in Review

1,977 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2021, worth a combined $91.5B — down 12% from $104B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of UPS and 122 opened new positions — a net loss of 7 holders — while 725 trimmed existing stakes and 880 added.

The largest buyer was Capital International Investors, adding an estimated $479M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $412M sold.

  • 1,977 institutional investors held United Parcel Service (UPS) as of Q3 2021, down from 2,010 in Q2 2021.
  • Funds reported $91.5B of United Parcel Service stock for Q3 2021, down 12% quarter-over-quarter.
  • 122 funds opened new United Parcel Service positions in Q3 2021 and 129 closed out, a net change of -7 holders.
  • The largest United Parcel Service buyer in Q3 2021 was Capital International Investors, an estimated $479M added.
  • The largest United Parcel Service seller in Q3 2021 was Winslow Capital Management, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2021.