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United Parcel Service
UPS

Overview Fund Activity

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.18B
2
AWA
2
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.34B
4
Barclays
4
Barclays
United Kingdom
$286M
5
AI
5
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$551M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
3
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$693M +$74.6M +429,090 +12%
Amundi
27
Amundi
France
$678M +$71M +390,750 +12%
Capital International Investors
28
Capital International Investors
California
$551M -$1.18B -6,795,370 -68%
UBS AM
29
UBS AM
Illinois
$539M +$33.8M +194,178 +7%
Swiss National Bank
30
Swiss National Bank
Switzerland
$517M -$36.2M -208,418 -7%
Goldman Sachs
31
Goldman Sachs
New York
$506M -$57.2M -328,865 -10%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$504M -$527K -3,031 -0.1%
RJA
33
Raymond James & Associates
Florida
$445M +$7.79M +44,804 +2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$442M -$19.2M -110,218 -4%
Primecap Management
35
Primecap Management
California
$428M -$3.36M -19,300 -0.8%
First Trust Advisors
36
First Trust Advisors
Illinois
$421M +$87.4M +502,479 +26%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$391M +$5M +28,735 +1%
CS
38
Credit Suisse
Switzerland
$353M -$7.17M -41,263 -2%
Deutsche Bank
39
Deutsche Bank
Germany
$343M +$11.2M +64,244 +3%
LCOV
40
London Company of Virginia
Virginia
$330M -$601K -3,458 -0.2%
Capital Research Global Investors
41
Capital Research Global Investors
California
$321M -$26.5M -152,423 -8%
FNBT
42
FineMark National Bank & Trust
Florida
$299M -$233K -1,339 -0.1%
Barclays
43
Barclays
United Kingdom
$286M +$115M +660,234 +67%
American Century Companies
44
American Century Companies
Missouri
$276M -$30.5M -175,324 -10%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$273M -$4.24M -24,377 -2%
JIM
46
Jensen Investment Management
Oregon
$265M +$44.7M +257,067 +20%
Truist Financial
47
Truist Financial
North Carolina
$254M -$42.9M -246,832 -14%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$234M +$9.75M +56,105 +4%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$232M +$547K +3,149 +0.2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$226M -$3.86M -22,207 -2%
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