United Parcel Service
UPS
1,634 hedge funds and large institutions have $54.4B invested in United Parcel Service in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 687 increasing their positions, 619 reducing their positions, and 101 closing their positions.
50% more capital inflows, than outflows
Capital inflows: $2.93B | Capital outflows: $1.96B
50% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 101
36% more call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.12B
11% more repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 619
4% more funds holding in top 10
Funds holding in top 10: 53 → 55 (+2)
2% more funds holding
Funds holding: 1,601 → 1,634 (+33)
1.1% more ownership
Funds ownership: 68.28% → 69.38% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$408M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$360M |
| 3 |
BlackRock
New York
|
+$176M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$170M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$161M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$288M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$86.2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$70.7M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$63.8M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$61.8M |
UPS Hedge Fund Activity: Q2 2020 in Review
1,634 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2020, worth a combined $54.4B — up 21% from $44.8B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new UPS positions and 101 closed out — a net gain of 50 holders — while 687 added to existing stakes and 619 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $408M. The largest seller was Boston Partners, cutting an estimated $288M.
- 1,634 institutional investors held United Parcel Service (UPS) as of Q2 2020, up from 1,601 in Q1 2020.
- Funds reported $54.4B of United Parcel Service stock for Q2 2020, up 21% quarter-over-quarter.
- 151 funds opened new United Parcel Service positions in Q2 2020 and 101 closed out, a net change of +50 holders.
- The largest United Parcel Service buyer in Q2 2020 was Capital Research Global Investors, an estimated $408M added.
- The largest United Parcel Service seller in Q2 2020 was Boston Partners, an estimated $288M sold.
Based on aggregated 13F filings for Q2 2020.