United Parcel Service
2,213 hedge funds and large institutions have $76.3B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 985 increasing their positions, 841 reducing their positions, and 170 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 985 | Existing positions reduced: 841
13% more call options, than puts
Call options by funds: $2.86B | Put options by funds: $2.53B
1.44% less ownership
Funds ownership: 72.06% → 70.62% (-1.4%)
2% less funds holding
Funds holding: 2,260 → 2,213 (-47)
7% less capital invested
Capital invested by funds: $81.9B → $76.3B (-$5.64B)
12% less first-time investments, than exits
New positions opened: 150 | Existing positions closed: 170
15% less funds holding in top 10
Funds holding in top 10: 46 → 39 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$496M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$231M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$178M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$142M |
| 5 |
State Street
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$1.29B |
| 2 |
Morgan Stanley
New York
|
-$1.14B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$572M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$468M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$243M |
UPS Hedge Fund Activity: Q1 2024 in Review
2,213 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2024, worth a combined $76.3B — down 6.9% from $81.9B a quarter earlier.
Sellers outnumbered buyers: 170 funds closed out of UPS and 150 opened new positions — a net loss of 20 holders — while 841 trimmed existing stakes and 985 added.
The largest buyer was Charles Schwab, adding an estimated $496M. The largest seller was Viking Global Investors, exiting entirely with an estimated $1.29B sold.
- 2,213 institutional investors held United Parcel Service (UPS) as of Q1 2024, down from 2,260 in Q4 2023.
- Funds reported $76.3B of United Parcel Service stock for Q1 2024, down 6.9% quarter-over-quarter.
- 150 funds opened new United Parcel Service positions in Q1 2024 and 170 closed out, a net change of -20 holders.
- The largest United Parcel Service buyer in Q1 2024 was Charles Schwab, an estimated $496M added.
- The largest United Parcel Service seller in Q1 2024 was Viking Global Investors, an estimated $1.29B sold.
Based on aggregated 13F filings for Q1 2024.