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United Parcel Service
UPS

2,230 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, 706 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: 706

18% more capital invested

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

13% more funds holding

Funds holding: 1,977 → 2,230 (+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
2,230
Holders Change
+253
Holders Change %
+12.8%
% of All Funds
34.31%
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
706
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
PPWP
876
Proquility Private Wealth Partners
Nevada
$2.71M -$1.02M -4,998 -29%
FWM
877
Frontier Wealth Management
Missouri
$2.71M -$2.54M -12,500 -50%
FC
878
Forte Capital
New York
$2.71M -$87.5K -430 -3%
KJWM
879
Kiley Juergens Wealth Management
Washington
$2.7M +$50.6K +249 +2%
LNWWM
880
Laird Norton Wetherby Wealth Management
California
$2.7M +$55.9K +275 +2%
QT
881
Quantbot Technologies
New York
$2.7M +$1.46M +7,197 +134%
OSAM
882
O'Shaughnessy Asset Management
Connecticut
$2.69M +$274K +1,345 +12%
EM
883
Excalibur Management
Massachusetts
$2.69M -$10.2K -50 -0.4%
AWM
884
Altium Wealth Management
New York
$2.69M +$76.5K +376 +3%
PIMG
885
Patriot Investment Management Group
Tennessee
$2.68M -$16.7K -82 -0.7%
SC
886
Saturna Capital
Washington
$2.66M +$136K +670 +6%
AFA
887
Abacus FCF Advisors
Florida
$2.66M – – –
AAM
888
Arabesque Asset Management
United Kingdom
$2.64M -$2.01M -9,860 -44%
CSPIA
889
Cary Street Partners Investment Advisory
Virginia
$2.64M +$31.1K +153 +1%
SCM
890
Schnieders Capital Management
California
$2.64M +$70.2K +345 +3%
CTC
891
Central Trust Company
Missouri
$2.64M +$9.56K +47 +0.4%
BP
892
Ballentine Partners
Massachusetts
$2.63M +$148K +729 +6%
C
893
Certuity
Florida
$2.63M -$284K -1,395 -10%
EF
894
Empirical Finance
Pennsylvania
$2.63M +$676K +3,323 +37%
IA
895
IndexIQ Advisors
New York
$2.62M -$70.6K -347 -3%
AIS
896
AM Investment Strategies
Tennessee
$2.62M +$5.29K +26 +0.2%
FB
897
Fulton Bank
Pennsylvania
$2.61M -$25.6K -126 -1%
SSWM
898
Smith Salley Wealth Management
North Carolina
$2.6M +$48.4K +238 +2%
GIP
899
Granite Investment Partners
California
$2.6M -$8.14K -40 -0.3%
IC
900
IEQ Capital
California
$2.58M +$20.9K +103 +0.9%
34 35
36
37 38

UPS Hedge Fund Activity: Q4 2021 in Review

2,230 of the 6,499 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 706 trimmed.

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

  • 2,230 institutional investors held United Parcel Service (UPS) as of Q4 2021, up from 1,977 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.