We are live on ! Find out more
UPS icon

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
IFG
1151
Independent Financial Group
California
$1.37M -$338K -1,660 -21%
TIA
1152
Trust Investment Advisors
Indiana
$1.36M +$60.4K +297 +5%
MGP
1153
Metis Global Partners
California
$1.36M +$1.29M +6,345 New
CCA
1154
Checchi Capital Advisers
California
$1.36M -$13.8K -68 -1%
SWP
1155
Strategic Wealth Partners
Ohio
$1.36M +$70.6K +347 +6%
BAM
1156
Berkshire Asset Management
Pennsylvania
$1.36M +$32.5K +160 +3%
DCM
1157
Davidson Capital Management
Texas
$1.35M +$56.1K +276 +5%
CC
1158
Corsicana & Co
Texas
$1.35M -$115K -565 -8%
TCM
1159
Traynor Capital Management
Pennsylvania
$1.35M +$2.44K +12 +0.2%
RIM
1160
Regent Investment Management
Kentucky
$1.35M +$42.9K +211 +3%
ANRIA
1161
American National Registered Investment Advisor
Texas
$1.35M -$203 -1 -0%
WI
1162
Wintrust Investments
Illinois
$1.34M -$6.92K -34 -0.5%
VFA
1163
Voya Financial Advisors
Connecticut
$1.33M +$12.2K +60 +1%
IA
1164
IFG Advisory
Georgia
$1.32M +$24K +118 +2%
MWAM
1165
Manhattan West Asset Management
California
$1.32M +$1.26M +6,178 New
MGWM
1166
Marks Group Wealth Management
Minnesota
$1.32M +$262K +1,286 +26%
CQS
1167
Credential Qtrade Securities
$1.32M +$369K +1,812 +42%
CGL
1168
Clarius Group LLC
Washington
$1.32M +$45.2K +222 +4%
TA
1169
TCM Advisors
West Virginia
$1.32M +$1.26M +6,200 New
BAM
1170
Byrne Asset Management
New Jersey
$1.31M +$1.25M +6,129 New
WT
1171
Washington Trust
Rhode Island
$1.31M -$24.9M -122,299 -95%
WPW
1172
Waldron Private Wealth
Pennsylvania
$1.31M +$50.8K +250 +4%
RAM
1173
Redmond Asset Management
Virginia
$1.31M +$34.2K +168 +3%
MIH
1174
Meitav Investment House
Israel
$1.3M – – –
JCM
1175
Jag Capital Management
Missouri
$1.3M -$122K -599 -9%
45 46
47
48 49

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.