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United Parcel Service
UPS

2,229 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 895 increasing their positions, 705 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more first-time investments, than exits

New positions opened: 373 | Existing positions closed: 85

31% more funds holding in top 10

Funds holding in top 10: 70 → 92 (+22)

27% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 705

18% more capital invested

Capital invested by funds: $91.5B → $108B (+$16.4B)

13% more funds holding

Funds holding: 1,976 → 2,229 (+253)

0.16% more ownership

Funds ownership: 69.12% → 69.28% (+0.16%)

7% less call options, than puts

Call options by funds: $2.54B | Put options by funds: $2.72B

Holders
2,229
Holders Change
+253
Holders Change %
+12.8%
% of All Funds
34.3%
Holding in Top 10
92
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+31.43%
% of All Funds
1.42%
New
373
Increased
895
Reduced
705
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$729M
2
Ameriprise
Ameriprise
Minnesota
+$163M
3
Capital World Investors
Capital World Investors
California
+$142M
4
Marshall Wace
Marshall Wace
United Kingdom
+$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$112M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$292M
2
Wells Fargo
Wells Fargo
California
-$259M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$246M
4
Franklin Resources
Franklin Resources
California
-$241M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1926
Wealth Advisors
California
$236K +$224K +1,100 New
CMI
1927
Clare Market Investments
Texas
$236K +$224K +1,100 New
CG
1928
Cutler Group
California
$235K -$40.7K -200 -15%
UL
1929
Unionview LLC
Washington
$233K +$221K +1,089 New
CHA
1930
Carmichael Hill & Associates
Maryland
$232K -$1.83K -9 -0.8%
FPS
1931
Fieldpoint Private Securities
Connecticut
$232K +$10.8K +53 +5%
DU
1932
Delphia (USA)
Ontario, Canada
$232K +$220K +1,082 New
CA
1933
Continuum Advisory
Idaho
$232K +$220K +1,083 New
AWM
1934
Avior Wealth Management
Nebraska
$231K -$612K -3,008 -74%
BC
1935
Bridgefront Capital
Texas
$231K +$219K +1,079 New
1W
1936
1776 Wealth
Georgia
$231K +$220K +1,080 New
MCP
1937
Mirador Capital Partners
California
$230K +$218K +1,071 New
CCC
1938
Crescent Capital Consulting
Louisiana
$229K – – –
FAG
1939
Fortitude Advisory Group
Washington
$229K +$201K +990 New
PWA
1940
Providence Wealth Advisors
Illinois
$229K +$215K +1,059 New
BA
1941
Ballast Advisors
Minnesota
$228K -$20.7K -102 -9%
AWM
1942
Avaii Wealth Management
Wisconsin
$228K +$216K +1,062 New
IFS
1943
Ifrah Financial Services
Arkansas
$228K +$216K +1,063 New
SIMG
1944
Sonora Investment Management Group
Arizona
$228K +$216K +1,063 New
IIM
1945
Ipswich Investment Management
Massachusetts
$228K +$217K +1,065 New
IFA
1946
Index Fund Advisors
California
$227K +$215K +1,058 New
GCA
1947
Gradient Capital Advisors
California
$227K +$215K +1,059 New
RMCM
1948
Reynders McVeigh Capital Management
Massachusetts
$226K +$215K +1,055 New
FA
1949
Fermata Advisors
California
$225K +$213K +1,046 New
SFG
1950
Sunburst Financial Group
Alabama
$225K +$213K +1,048 New
76 77
78
79 80

UPS Hedge Fund Activity: Q4 2021 in Review

2,229 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2021, worth a combined $108B — up 18% from $91.5B a quarter earlier.

Buyers outnumbered sellers: 373 funds opened new UPS positions and 85 closed out — a net gain of 288 holders — while 895 added to existing stakes and 705 trimmed.

The largest buyer was Capital International Investors, adding an estimated $729M. The largest seller was BlackRock, cutting an estimated $292M.

  • 2,229 institutional investors held United Parcel Service (UPS) as of Q4 2021, up from 1,976 in Q3 2021.
  • Funds reported $108B of United Parcel Service stock for Q4 2021, up 18% quarter-over-quarter.
  • 373 funds opened new United Parcel Service positions in Q4 2021 and 85 closed out, a net change of +288 holders.
  • The largest United Parcel Service buyer in Q4 2021 was Capital International Investors, an estimated $729M added.
  • The largest United Parcel Service seller in Q4 2021 was BlackRock, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2021.