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United Parcel Service
UPS

Overview Fund Activity

2,236 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 950 reducing their positions, and 149 closing their positions.

Holders
2,236
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.27%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
950
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$865M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Franklin Resources
3
Franklin Resources
California
$1.39B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.54B
2
Bank of America
2
Bank of America
North Carolina
$2.48B
3
BlackRock
3
BlackRock
New York
$9.73B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$51.9M
5
Amundi
5
Amundi
France
$454M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$659M 3,674,381 +80,790 +2%
Goldman Sachs
27
Goldman Sachs
New York
$648M 3,613,444 +203,413 +6%
UBS AM
28
UBS AM
Illinois
$625M 3,224,077 – –
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$614M 3,426,850 +148,876 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$546M 3,047,788 -41,192 -1%
Primecap Management
31
Primecap Management
California
$525M 2,930,091 -37,700 -1%
RJA
32
Raymond James & Associates
Florida
$491M 2,740,332 +73,996 +3%
Swiss National Bank
33
Swiss National Bank
Switzerland
$468M 2,612,300 -284,000 -10%
Amundi
34
Amundi
France
$454M 2,476,019 -1,027,522 -29%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$407M 2,273,007 -56,194 -2%
Federated Hermes
36
Federated Hermes
Pennsylvania
$359M 2,002,332 +98,012 +5%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$348M 1,943,725 -308,865 -14%
CWP
38
Capital Wealth Planning
Florida
$344M 1,917,945 +568,765 +42%
American Century Companies
39
American Century Companies
Missouri
$341M 1,900,153 +197,052 +12%
Deutsche Bank
40
Deutsche Bank
Germany
$334M 1,866,023 -77,694 -4%
CS
41
Credit Suisse
Switzerland
$330M 1,842,174 -158,051 -8%
LCOV
42
London Company of Virginia
Virginia
$324M 1,808,663 -47,435 -3%
FNBT
43
FineMark National Bank & Trust
Florida
$310M 1,728,185 +1,829 +0.1%
Barclays
44
Barclays
United Kingdom
$278M 1,550,282 +440,354 +40%
Truist Financial
45
Truist Financial
North Carolina
$271M 1,513,072 -29,490 -2%
Capital International Investors
46
Capital International Investors
California
$268M 1,495,989 +491 +0%
JIM
47
Jensen Investment Management
Oregon
$267M 1,487,705 +14,565 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$266M 1,485,092 -27,987 -2%
First Trust Advisors
49
First Trust Advisors
Illinois
$262M 1,463,370 -1,037,894 -41%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$248M 1,386,203 -8,662 -0.6%
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