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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
FCG
2201
Financial Connections Group
California
$6K +$6.3K +31 New
LWA
2202
Lowe Wealth Advisors
Maryland
$5K – – –
Optiver Holding
2203
Optiver Holding
Netherlands
$5K – – –
RCC
2204
Red Cedar Capital
Nebraska
$5K – – –
AWM
2205
Activest Wealth Management
Florida
$5K +$5.08K +25 New
SCA
2206
Sandy Cove Advisors
Massachusetts
$5K +$5.08K +25 New
CP
2207
Corbenic Partners
Pennsylvania
$4K -$31.9K -157 -89%
SJIA
2208
St. James Investment Advisors
New York
$4K +$4.07K +20 New
RG
2209
Retirement Group
California
$3K -$5.49K -27 -68%
PP
2210
Pacifica Partners
Canada
$3K – – –
HNWA
2211
Henrickson Nauta Wealth Advisors
Michigan
$3K +$3.05K +15 New
KFP
2212
KB Financial Partners
New Jersey
$3K +$3.25K +16 New
ARIS
2213
Advanced Research Investment Solutions
California
$2K – – –
EWM
2214
Endurance Wealth Management
Rhode Island
$2K – – –
KA
2215
Kozak & Associates
Colorado
$2K – – –
LAS
2216
Lloyd Advisory Services
Georgia
$2K – – –
EW
2217
Emerson Wealth
Michigan
$2K +$1.02K +5 +100%
AWA
2218
Aquire Wealth Advisors
Utah
$2K +$1.42K +7 New
CP
2219
Castleview Partners
Texas
$1.55K +$67.5M +331,798 New
SFCL
2220
Strengthening Families & Communities LLC
Massachusetts
$1.51K +$1.43M +7,052 New
PPWM
2221
PFG Private Wealth Management
Florida
$1K – – –
TFA
2222
Transamerica Financial Advisors
Florida
$1K – – –
CFRPA
2223
Castle Financial & Retirement Planning Associates
New Jersey
$1K +$1.02K +5 New
IA
2224
IFS Advisors
Kansas
$1K +$1.02K +5 New
RK
2225
Rather & Kittrell
Tennessee
$1K +$1.83K +9 New
87 88
89
90 91

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.