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United Parcel Service
UPS

1,940 hedge funds and large institutions have $82.3B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 738 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 97

18% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.81B

9% more funds holding

Funds holding: 1,787 → 1,940 (+153)

1% more capital invested

Capital invested by funds: $81.3B → $82.3B (+$1.05B)

1% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 730

1.03% less ownership

Funds ownership: 69.1% → 68.06% (-1%)

23% less funds holding in top 10

Funds holding in top 10: 104 → 80 (-24)

Holders
1,940
Holders Change
+153
Holders Change %
+8.56%
% of All Funds
34.33%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
280
Increased
738
Reduced
730
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$382M
3
Korea Investment Corp
Korea Investment Corp
South Korea
+$193M
4
UBS Group
UBS Group
Switzerland
+$137M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$128M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$588M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$352M
3
Bank of America
Bank of America
North Carolina
-$316M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$263M
5
Goldman Sachs
Goldman Sachs
New York
-$242M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1926
Column Capital Advisors
Indiana
$4K -$4.05K -24 -48%
FWM
1927
Focused Wealth Management
New York
$4K – – –
LWA
1928
Lowe Wealth Advisors
Maryland
$4K – – –
BDWCC
1929
B&D White Capital Company
Texas
$4K +$4.22K +25 New
FI
1930
Fosun International
China
$3.33K +$714K +4,233 +27%
GC
1931
Globeflex Capital
California
$3K – – –
IF
1932
Ironwood Financial
Arizona
$2K -$3.38K -20 -67%
TJHA
1933
Thomas J. Herzfeld Advisors
Florida
$2K +$1.86K +11 New
ARIS
1934
Advanced Research Investment Solutions
California
$2K +$2.02K +12 New
MCM
1935
McMillion Capital Management
North Carolina
$2K +$2.19K +13 New
TFA
1936
Transamerica Financial Advisors
Florida
$1K -$506 -3 -43%
CBTWT
1937
Community Bank & Trust (Waco, Texas)
Texas
$540 +$2.02K +12 +0.4%
MGIM
1938
M&G Investment Management
United Kingdom
$427 – – –
CRI
1939
Colonial River Investments
Virginia
$319 +$323K +1,914 New
WIM
1940
Westside Investment Management
California
$30 +$5.74K +34 +23%
TCM
1941
Tybourne Capital Management
Hong Kong
– -$204M -1,222,413 Closed
Two Sigma Advisers
1942
Two Sigma Advisers
New York
– -$45.6M -273,600 Closed
Artisan Partners
1943
Artisan Partners
Wisconsin
– -$45M -270,103 Closed
Two Sigma Investments
1944
Two Sigma Investments
New York
– -$25.5M -153,202 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1945
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$20.6M -123,578 Closed
HF
1946
HRT Financial
New York
– -$16.6M -99,848 Closed
MCM
1947
Moore Capital Management
New York
– -$15.5M -92,970 Closed
ZDA
1948
Zweig-DiMenna Associates
New York
– -$12.7M -76,000 Closed
Point72 Asset Management
1949
Point72 Asset Management
Connecticut
– -$8.52M -51,102 Closed
TC
1950
Tairen Capital
Hong Kong
– -$7.85M -47,127 Closed
76 77
78
79 80

UPS Hedge Fund Activity: Q4 2020 in Review

1,940 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2020, worth a combined $82.3B — up 1.3% from $81.3B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new UPS positions and 97 closed out — a net gain of 183 holders — while 738 added to existing stakes and 730 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Capital World Investors, cutting an estimated $588M.

  • 1,940 institutional investors held United Parcel Service (UPS) as of Q4 2020, up from 1,787 in Q3 2020.
  • Funds reported $82.3B of United Parcel Service stock for Q4 2020, up 1.3% quarter-over-quarter.
  • 280 funds opened new United Parcel Service positions in Q4 2020 and 97 closed out, a net change of +183 holders.
  • The largest United Parcel Service buyer in Q4 2020 was BlackRock, an estimated $1.31B added.
  • The largest United Parcel Service seller in Q4 2020 was Capital World Investors, an estimated $588M sold.

Based on aggregated 13F filings for Q4 2020.