United Parcel Service
UPS
2,238 hedge funds and large institutions have $110B invested in United Parcel Service in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,001 increasing their positions, 798 reducing their positions, and 120 closing their positions.
57% more capital inflows, than outflows
Capital inflows: $5.55B | Capital outflows: $3.54B
31% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 120
25% more repeat investments, than reductions
Existing positions increased: 1,001 | Existing positions reduced: 798
9% more funds holding in top 10
Funds holding in top 10: 92 → 100 (+8)
1.15% more ownership
Funds ownership: 69.27% → 70.43% (+1.2%)
9% more call options, than puts
Call options by funds: $2.48B | Put options by funds: $2.27B
0% more funds holding
Funds holding: 2,230 → 2,238 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$581M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$403M |
| 3 |
BlackRock
New York
|
+$379M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$238M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$328M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$169M |
| 3 |
State Street
Boston,
Massachusetts
|
-$116M |
| 4 |
Morgan Stanley
New York
|
-$112M |
| 5 |
Amundi
Paris,
France
|
-$103M |
UPS Hedge Fund Activity: Q1 2022 in Review
2,238 of the 6,365 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2022, worth a combined $110B — up 1.7% from $108B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new UPS positions and 120 closed out — a net gain of 37 holders — while 1,001 added to existing stakes and 798 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $581M. The largest seller was Gates Foundation Trust, cutting an estimated $328M.
- 2,238 institutional investors held United Parcel Service (UPS) as of Q1 2022, up from 2,230 in Q4 2021.
- Funds reported $110B of United Parcel Service stock for Q1 2022, up 1.7% quarter-over-quarter.
- 157 funds opened new United Parcel Service positions in Q1 2022 and 120 closed out, a net change of +37 holders.
- The largest United Parcel Service buyer in Q1 2022 was JP Morgan Chase, an estimated $581M added.
- The largest United Parcel Service seller in Q1 2022 was Gates Foundation Trust, an estimated $328M sold.
Based on aggregated 13F filings for Q1 2022.