United Parcel Service
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.31B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$382M |
| 3 |
Korea Investment Corp
Seoul,
South Korea
|
+$193M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$137M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$588M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$352M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$316M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$263M |
| 5 |
Goldman Sachs
New York
|
-$242M |
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.