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United Parcel Service
UPS

2,009 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 768 increasing their positions, 821 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 108

37% more funds holding in top 10

Funds holding in top 10: 68 → 93 (+25)

24% more capital invested

Capital invested by funds: $84.1B → $104B (+$20.3B)

18% more call options, than puts

Call options by funds: $3.05B | Put options by funds: $2.6B

2% more funds holding

Funds holding: 1,962 → 2,009 (+47)

0.71% more ownership

Funds ownership: 68.88% → 69.59% (+0.71%)

6% less repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 821

Holders
2,009
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
768
Reduced
821
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$544M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$428M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$396M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$298M
5
Ameriprise
Ameriprise
Minnesota
+$254M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$442M
2
BlackRock
BlackRock
New York
-$263M
3
Bank of America
Bank of America
North Carolina
-$196M
4
Capital World Investors
Capital World Investors
California
-$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2026
Cinctive Capital Management
New York
– -$6.33M -37,268 Closed
Hudson Bay Capital Management
2027
Hudson Bay Capital Management
Connecticut
– -$5.74M -33,764 Closed
Qube Research & Technologies (QRT)
2028
Qube Research & Technologies (QRT)
United Kingdom
– -$4.61M -27,131 Closed
QC
2029
Quadrature Capital
United Kingdom
– -$4.1M -24,088 Closed
FNB
2030
Farmers National Bank
Kentucky
– -$3.96M -23,324 Closed
IECM
2031
Intrinsic Edge Capital Management
Illinois
– -$3.4M -20,000 Closed
SWMG
2032
Signature Wealth Management Group
Georgia
– -$3.2M -18,821 Closed
SCM
2033
Symons Capital Management
Pennsylvania
– -$3.08M -18,117 Closed
LIA
2034
LS Investment Advisors
Michigan
– -$3.03M -17,848 Closed
Twin Tree Management
2035
Twin Tree Management
Texas
– -$3.27M -16,351 Closed
YIH
2036
Y-Intercept (HK)
Hong Kong
– -$2.64M -15,680 Closed
RPSA
2037
Richard P. Slaughter Associates
Texas
– -$2.34M -13,782 Closed
AP
2038
Atlas Principals
North Carolina
– -$2.13M -12,500 Closed
JWM
2039
JGP Wealth Management
Oregon
– -$1.95M -11,478 Closed
KFP
2040
Keystone Financial Planning
Ohio
– -$1.75M -10,315 Closed
LIM
2041
Longfellow Investment Management
Massachusetts
– -$1.68M -9,854 Closed
JG
2042
Jefferies Group
New York
– -$1.58M -9,285 Closed
SDAM
2043
Shulman DeMeo Asset Management
New York
– -$1.56M -9,153 Closed
BA
2044
Bridgewater Associates
Connecticut
– -$1.45M -8,501 Closed
IA
2045
Icon Advisers
Colorado
– -$1.45M -8,500 Closed
HSA
2046
Hussman Strategic Advisors
Maryland
– -$1.22M -7,200 Closed
OQS
2047
Occudo Quantitative Strategies
Florida
– -$1.22M -7,158 Closed
HBT
2048
Heartland Bank & Trust
Illinois
– -$1.06M -6,264 Closed
BCM
2049
Bluefin Capital Management
New York
– -$958K -5,634 Closed
TC
2050
Toews Corporation
New Jersey
– -$952K -5,600 Closed
80 81
82
83 84

UPS Hedge Fund Activity: Q2 2021 in Review

2,009 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2021, worth a combined $104B — up 24% from $84.1B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new UPS positions and 108 closed out — a net gain of 76 holders — while 768 added to existing stakes and 821 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $544M. The largest seller was Franklin Resources, cutting an estimated $442M.

  • 2,009 institutional investors held United Parcel Service (UPS) as of Q2 2021, up from 1,962 in Q1 2021.
  • Funds reported $104B of United Parcel Service stock for Q2 2021, up 24% quarter-over-quarter.
  • 184 funds opened new United Parcel Service positions in Q2 2021 and 108 closed out, a net change of +76 holders.
  • The largest United Parcel Service buyer in Q2 2021 was JP Morgan Chase, an estimated $544M added.
  • The largest United Parcel Service seller in Q2 2021 was Franklin Resources, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2021.