United Parcel Service
UPS
1,787 hedge funds and large institutions have $81.3B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 544 increasing their positions, 829 reducing their positions, and 67 closing their positions.
252% more first-time investments, than exits
New positions opened: 236 | Existing positions closed: 67
89% more funds holding in top 10
Funds holding in top 10: 55 → 104 (+49)
49% more capital invested
Capital invested by funds: $54.4B → $81.3B (+$26.8B)
28% more call options, than puts
Call options by funds: $2.71B | Put options by funds: $2.12B
9% more funds holding
Funds holding: 1,633 → 1,787 (+154)
0.32% less ownership
Funds ownership: 69.42% → 69.1% (-0.32%)
34% less repeat investments, than reductions
Existing positions increased: 544 | Existing positions reduced: 829
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$814M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$475M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$270M |
| 4 |
TCM
Tybourne Capital Management
Hong Kong
|
+$178M |
| 5 |
BP
BBR Partners
New York
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$364M |
| 2 |
BlackRock
New York
|
-$301M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$299M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$202M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$185M |
UPS Hedge Fund Activity: Q3 2020 in Review
1,787 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2020, worth a combined $81.3B — up 49% from $54.4B a quarter earlier.
Buyers outnumbered sellers: 236 funds opened new UPS positions and 67 closed out — a net gain of 169 holders — while 544 added to existing stakes and 829 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $814M. The largest seller was Federated Hermes, cutting an estimated $364M.
- 1,787 institutional investors held United Parcel Service (UPS) as of Q3 2020, up from 1,633 in Q2 2020.
- Funds reported $81.3B of United Parcel Service stock for Q3 2020, up 49% quarter-over-quarter.
- 236 funds opened new United Parcel Service positions in Q3 2020 and 67 closed out, a net change of +169 holders.
- The largest United Parcel Service buyer in Q3 2020 was Fidelity Investments, an estimated $814M added.
- The largest United Parcel Service seller in Q3 2020 was Federated Hermes, an estimated $364M sold.
Based on aggregated 13F filings for Q3 2020.