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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$729M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$163M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$142M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$128M |
| 5 |
D.E. Shaw & Co
New York
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$292M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$259M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$246M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$241M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$167M |
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.