United Parcel Service
UPS
1,963 hedge funds and large institutions have $84.1B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 821 increasing their positions, 733 reducing their positions, and 115 closing their positions.
33% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 115
27% more call options, than puts
Call options by funds: $2.51B | Put options by funds: $1.97B
12% more repeat investments, than reductions
Existing positions increased: 821 | Existing positions reduced: 733
1% more funds holding
Funds holding: 1,941 → 1,963 (+22)
2% more capital invested
Capital invested by funds: $82.3B → $84.1B (+$1.78B)
0.82% more ownership
Funds ownership: 68.06% → 68.88% (+0.82%)
15% less funds holding in top 10
Funds holding in top 10: 80 → 68 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$931M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$820M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$277M |
| 4 |
BlackRock
New York
|
+$273M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$228M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$938M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$615M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$547M |
| 4 |
Gates Foundation Trust
Kirkland,
Washington
|
-$279M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$234M |
UPS Hedge Fund Activity: Q1 2021 in Review
1,963 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2021, worth a combined $84.1B — up 2.2% from $82.3B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new UPS positions and 115 closed out — a net gain of 38 holders — while 821 added to existing stakes and 733 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $931M. The largest seller was Capital Research Global Investors, cutting an estimated $938M.
- 1,963 institutional investors held United Parcel Service (UPS) as of Q1 2021, up from 1,941 in Q4 2020.
- Funds reported $84.1B of United Parcel Service stock for Q1 2021, up 2.2% quarter-over-quarter.
- 153 funds opened new United Parcel Service positions in Q1 2021 and 115 closed out, a net change of +38 holders.
- The largest United Parcel Service buyer in Q1 2021 was JP Morgan Chase, an estimated $931M added.
- The largest United Parcel Service seller in Q1 2021 was Capital Research Global Investors, an estimated $938M sold.
Based on aggregated 13F filings for Q1 2021.