United Parcel Service
UPS
2,125 hedge funds and large institutions have $84.7B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 961 increasing their positions, 747 reducing their positions, and 127 closing their positions.
70% more call options, than puts
Call options by funds: $2.79B | Put options by funds: $1.64B
29% more repeat investments, than reductions
Existing positions increased: 961 | Existing positions reduced: 747
9% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 127
0.66% more ownership
Funds ownership: 71.04% → 71.7% (+0.66%)
1% less funds holding
Funds holding: 2,146 → 2,125 (-21)
11% less capital invested
Capital invested by funds: $95.1B → $84.7B (-$10.4B)
14% less funds holding in top 10
Funds holding in top 10: 91 → 78 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$1.33B |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$148M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$110M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$346M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$248M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$231M |
| 4 |
ClearBridge Investments
New York
|
-$173M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$133M |
UPS Hedge Fund Activity: Q3 2022 in Review
2,125 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2022, worth a combined $84.7B — down 11% from $95.1B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new UPS positions and 127 closed out — a net gain of 11 holders — while 961 added to existing stakes and 747 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $1.33B. The largest seller was T. Rowe Price Associates, cutting an estimated $346M.
- 2,125 institutional investors held United Parcel Service (UPS) as of Q3 2022, down from 2,146 in Q2 2022.
- Funds reported $84.7B of United Parcel Service stock for Q3 2022, down 11% quarter-over-quarter.
- 138 funds opened new United Parcel Service positions in Q3 2022 and 127 closed out, a net change of +11 holders.
- The largest United Parcel Service buyer in Q3 2022 was Janus Henderson Group, an estimated $1.33B added.
- The largest United Parcel Service seller in Q3 2022 was T. Rowe Price Associates, an estimated $346M sold.
Based on aggregated 13F filings for Q3 2022.