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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
Qube Research & Technologies (QRT)
1951
Qube Research & Technologies (QRT)
United Kingdom
– -$5.97M -35,812 Closed
ECM
1952
Element Capital Management
New York
– -$4.65M -27,887 Closed
SSA
1953
Schonfeld Strategic Advisors
New York
– -$4.33M -26,000 Closed
SAMH
1954
Shanda Asset Management Holdings
British Virgin Islands
– -$4.17M -25,000 Closed
PP
1955
Paloma Partners
Connecticut
– -$3.73M -22,388 Closed
CCM
1956
Cinctive Capital Management
New York
– -$3.67M -21,994 Closed
GAMA
1957
Graticule Asia Macro Advisors
New York
– -$3.17M -19,000 Closed
HI
1958
Horizon Investments
North Carolina
– -$2.74M -16,559 Closed
RIM
1959
Redpoint Investment Management
Australia
– -$2.67M -16,044 Closed
ACM
1960
Alight Capital Management
New York
– -$2.5M -15,000 Closed
HP
1961
Harvey Partners
New York
– -$2.5M -15,000 Closed
CC
1962
Cedar Capital
Illinois
– -$2.11M -12,668 Closed
CC
1963
Centiva Capital
New York
– -$2.1M -12,605 Closed
LCM
1964
Laurion Capital Management
New York
– -$1.99M -11,800 Closed
Balyasny Asset Management
1965
Balyasny Asset Management
Illinois
– -$1.86M -11,157 Closed
SGCA
1966
Steel Grove Capital Advisors
Tennessee
– -$1.78M -10,684 Closed
MIH
1967
Meitav Investment House
Israel
– -$1.73M -10,344 Closed
AAM
1968
Ascension Asset Management
New York
– -$1.66M -9,945 Closed
CLCM
1969
Crawford Lake Capital Management
New Jersey
– -$1.62M -9,710 Closed
BC
1970
Brookfield Corp
Ontario, Canada
– -$1.44M -8,618 Closed
DF
1971
Donoghue Forlines
Massachusetts
– -$1.43M -8,594 Closed
CC
1972
Cipher Capital
New York
– -$1.35M -8,128 Closed
MC
1973
Maverick Capital
Texas
– -$1.25M -7,514 Closed
LOAME
1974
Lombard Odier Asset Management (Europe)
United Kingdom
– -$1.04M -6,259 Closed
TC
1975
Toews Corporation
New Jersey
– -$1M -6,000 Closed
77 78
79
80 81

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.