United Parcel Service
UPS
1,977 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 880 increasing their positions, 725 reducing their positions, and 129 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 880 | Existing positions reduced: 725
3% more call options, than puts
Call options by funds: $2.59B | Put options by funds: $2.52B
0.47% less ownership
Funds ownership: 69.59% → 69.12% (-0.47%)
5% less first-time investments, than exits
New positions opened: 122 | Existing positions closed: 129
2% less funds holding
Funds holding: 2,010 → 1,977 (-33)
12% less capital invested
Capital invested by funds: $104B → $91.5B (-$12.9B)
25% less funds holding in top 10
Funds holding in top 10: 93 → 70 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$479M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$270M |
| 3 |
JP Morgan Chase
New York
|
+$252M |
| 4 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
+$194M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$412M |
| 2 |
Two Sigma Advisers
New York
|
-$313M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$245M |
| 4 |
D.E. Shaw & Co
New York
|
-$158M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$149M |
UPS Hedge Fund Activity: Q3 2021 in Review
1,977 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2021, worth a combined $91.5B — down 12% from $104B a quarter earlier.
Sellers outnumbered buyers: 129 funds closed out of UPS and 122 opened new positions — a net loss of 7 holders — while 725 trimmed existing stakes and 880 added.
The largest buyer was Capital International Investors, adding an estimated $479M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $412M sold.
- 1,977 institutional investors held United Parcel Service (UPS) as of Q3 2021, down from 2,010 in Q2 2021.
- Funds reported $91.5B of United Parcel Service stock for Q3 2021, down 12% quarter-over-quarter.
- 122 funds opened new United Parcel Service positions in Q3 2021 and 129 closed out, a net change of -7 holders.
- The largest United Parcel Service buyer in Q3 2021 was Capital International Investors, an estimated $479M added.
- The largest United Parcel Service seller in Q3 2021 was Winslow Capital Management, an estimated $412M sold.
Based on aggregated 13F filings for Q3 2021.