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United Parcel Service
UPS

Overview Fund Activity

2,246 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 973 increasing their positions, 790 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+28
Holders Change %
+1.26%
% of All Funds
35.95%
Holding in Top 10
108
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.26%
% of All Funds
1.73%
New
179
Increased
973
Reduced
790
Closed
96
Calls
$1.85B
Puts
$1.44B
Net Calls
+$402M
Net Calls Change
+$413M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.88B
2
CWP
2
Capital Wealth Planning
Florida
$255M
3
Bank of America
3
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$491M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
3
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
5
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$665M -$42.9M -226,218 -6%
Goldman Sachs
27
Goldman Sachs
New York
$662M +$96.7M +498,336 +17%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$636M +$21.5M +111,008 +4%
UBS AM
29
UBS AM
Illinois
$625M +$24.2M +124,499 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$599M +$37.1M +191,049 +7%
Primecap Management
31
Primecap Management
California
$576M +$97.8M +504,000 +20%
Swiss National Bank
32
Swiss National Bank
Switzerland
$562M -$15.2M -78,100 -3%
RJA
33
Raymond James & Associates
Florida
$517M +$21.2M +109,193 +4%
Capital Research Global Investors
34
Capital Research Global Investors
California
$491M +$132M +680,707 +37%
First Trust Advisors
35
First Trust Advisors
Illinois
$485M +$15.4M +79,187 +3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$452M -$41.5M -213,689 -8%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$437M +$984K +5,074 +0.2%
CS
38
Credit Suisse
Switzerland
$388M -$5.5M -28,328 -1%
Deutsche Bank
39
Deutsche Bank
Germany
$377M -$6M -30,924 -2%
Federated Hermes
40
Federated Hermes
Pennsylvania
$369M +$129M +666,737 +54%
LCOV
41
London Company of Virginia
Virginia
$360M -$8.17M -42,138 -2%
FNBT
42
FineMark National Bank & Trust
Florida
$335M +$685K +3,529 +0.2%
American Century Companies
43
American Century Companies
Missouri
$330M +$22.7M +117,312 +7%
Truist Financial
44
Truist Financial
North Carolina
$299M +$15.6M +80,202 +5%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$293M -$10.8M -55,540 -4%
Capital International Investors
46
Capital International Investors
California
$290M -$324M -1,671,616 -53%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$285M +$40M +212,687 +16%
JIM
48
Jensen Investment Management
Oregon
$282M -$10.2M -53,596 -4%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$271M +$9.89M +50,979 +4%
BG
50
Bahl & Gaynor
Ohio
$261M +$43.5M +224,314 +20%
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