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United Parcel Service
UPS

Overview Fund Activity

2,186 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$579M 3,711,636 +487,559 +15%
Capital World Investors
27
Capital World Investors
California
$576M 3,698,089 -925,171 -20%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$573M 3,673,724 -657 -0%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$542M 3,476,144 +49,294 +1%
Primecap Management
30
Primecap Management
California
$454M 2,914,391 -15,700 -0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$422M 2,706,159 -341,629 -11%
RJA
32
Raymond James & Associates
Florida
$414M 2,655,172 -85,160 -3%
American Century Companies
33
American Century Companies
Missouri
$379M 2,433,087 +532,934 +28%
Amundi
34
Amundi
France
$365M 2,349,819 -126,200 -5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$363M 2,331,200 -281,100 -11%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$361M 2,315,416 +42,409 +2%
CWP
37
Capital Wealth Planning
Florida
$343M 2,199,818 +281,873 +15%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$316M 2,026,255 +541,163 +36%
Federated Hermes
39
Federated Hermes
Pennsylvania
$305M 1,957,792 -44,540 -2%
Barclays
40
Barclays
United Kingdom
$298M 1,913,684 +363,402 +23%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$292M 1,873,121 -70,604 -4%
Deutsche Bank
42
Deutsche Bank
Germany
$278M 1,782,540 -83,483 -4%
FNBT
43
FineMark National Bank & Trust
Florida
$271M 1,739,153 +10,968 +0.6%
LCOV
44
London Company of Virginia
Virginia
$271M 1,737,300 -71,363 -4%
CS
45
Credit Suisse
Switzerland
$261M 1,673,462 -168,712 -9%
Truist Financial
46
Truist Financial
North Carolina
$244M 1,568,244 +55,172 +4%
Capital International Investors
47
Capital International Investors
California
$233M 1,496,185 +196 +0%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$218M 1,396,944 +18,129 +1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$217M 1,389,579 +3,376 +0.2%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$215M 1,380,746 -2,617,743 -65%
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