United Parcel Service
UPS
2,009 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 768 increasing their positions, 821 reducing their positions, and 108 closing their positions.
70% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 108
37% more funds holding in top 10
Funds holding in top 10: 68 → 93 (+25)
24% more capital invested
Capital invested by funds: $84.1B → $104B (+$20.3B)
18% more call options, than puts
Call options by funds: $3.05B | Put options by funds: $2.6B
2% more funds holding
Funds holding: 1,962 → 2,009 (+47)
0.71% more ownership
Funds ownership: 68.88% → 69.59% (+0.71%)
6% less repeat investments, than reductions
Existing positions increased: 768 | Existing positions reduced: 821
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$544M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$428M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$396M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$298M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$442M |
| 2 |
BlackRock
New York
|
-$263M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$196M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$187M |
| 5 |
Bank of New York Mellon
New York
|
-$186M |
UPS Hedge Fund Activity: Q2 2021 in Review
2,009 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2021, worth a combined $104B — up 24% from $84.1B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new UPS positions and 108 closed out — a net gain of 76 holders — while 768 added to existing stakes and 821 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $544M. The largest seller was Franklin Resources, cutting an estimated $442M.
- 2,009 institutional investors held United Parcel Service (UPS) as of Q2 2021, up from 1,962 in Q1 2021.
- Funds reported $104B of United Parcel Service stock for Q2 2021, up 24% quarter-over-quarter.
- 184 funds opened new United Parcel Service positions in Q2 2021 and 108 closed out, a net change of +76 holders.
- The largest United Parcel Service buyer in Q2 2021 was JP Morgan Chase, an estimated $544M added.
- The largest United Parcel Service seller in Q2 2021 was Franklin Resources, an estimated $442M sold.
Based on aggregated 13F filings for Q2 2021.