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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
ICM
1051
IMS Capital Management
Oregon
$1.32M +$197 +1 +0%
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$1.32M +$203K +1,028 +17%
CAG
1053
Csenge Advisory Group
Florida
$1.31M +$17.2K +87 +1%
ACWM
1054
Adams Chetwood Wealth Management
North Carolina
$1.3M +$987 +5 +0.1%
NFG
1055
Next Financial Group
Texas
$1.3M +$32.2K +163 +2%
TTWM
1056
TCV Trust & Wealth Management
Virginia
$1.3M +$34K +172 +2%
AW
1057
ACG Wealth
Georgia
$1.29M +$2.76K +14 +0.2%
RIA
1058
Realta Investment Advisors
Delaware
$1.29M -$91.8K -465 -6%
AC
1059
Abbrea Capital
California
$1.29M +$156K +790 +13%
PCM
1060
Parsons Capital Management
Rhode Island
$1.27M -$22.7K -115 -2%
HFM
1061
Hartford Financial Management
Connecticut
$1.27M – – –
SP
1062
Symmetry Partners
Connecticut
$1.27M – – –
TA
1063
TFG Advisers
Michigan
$1.27M +$95.3K +483 +7%
FFBTD
1064
First Financial Bank - Trust Division
Ohio
$1.26M -$28.2K -143 -2%
ACM
1065
Ativo Capital Management
Illinois
$1.26M – – –
SCM
1066
Silvant Capital Management
Georgia
$1.26M +$856K +4,336 +167%
MFG
1067
Merit Financial Group
Georgia
$1.26M +$5.13K +26 +0.4%
EH
1068
Equitable Holdings
New York
$1.26M +$125K +632 +10%
SIM
1069
Stratos Investment Management
Ohio
$1.26M +$578K +2,928 +74%
PWS
1070
Private Wealth Strategies
Ohio
$1.25M +$7.11K +36 +0.5%
HCM
1071
Hodges Capital Management
Texas
$1.25M -$527K -2,669 -28%
WCM
1072
Washburn Capital Management
Florida
$1.25M -$54.3K -275 -4%
CC
1073
Corsicana & Co
Texas
$1.25M +$33.4K +169 +3%
ODCM
1074
Old Dominion Capital Management
Virginia
$1.25M -$8.09K -41 -0.6%
ABTD
1075
Arvest Bank Trust Division
Oklahoma
$1.25M +$419K +2,124 +45%
41 42
43
44 45

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.