United Parcel Service
2,200 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, 890 increasing their positions, 905 reducing their positions, and 157 closing their positions.
6% more call options, than puts
Call options by funds: $2.28B | Put options by funds: $2.15B
0.01% less ownership
Funds ownership: 70.03% → 70.01% (-0.01%)
2% less repeat investments, than reductions
Existing positions increased: 890 | Existing positions reduced: 905
2% less funds holding
Funds holding: 2,250 → 2,200 (-50)
13% less capital invested
Capital invested by funds: $91B → $78.8B (-$12.2B)
15% less first-time investments, than exits
New positions opened: 133 | Existing positions closed: 157
22% less funds holding in top 10
Funds holding in top 10: 67 → 52 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$996M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$403M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$162M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$153M |
| 5 |
JP Morgan Chase
New York
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$530M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$452M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$379M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$249M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$179M |
UPS Hedge Fund Activity: Q3 2023 in Review
2,200 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2023, worth a combined $78.8B — down 13% from $91B a quarter earlier.
Sellers outnumbered buyers: 157 funds closed out of UPS and 133 opened new positions — a net loss of 24 holders — while 905 trimmed existing stakes and 890 added.
The largest buyer was Viking Global Investors, adding an estimated $996M. The largest seller was Fidelity Investments, cutting an estimated $530M.
- 2,200 institutional investors held United Parcel Service (UPS) as of Q3 2023, down from 2,250 in Q2 2023.
- Funds reported $78.8B of United Parcel Service stock for Q3 2023, down 13% quarter-over-quarter.
- 133 funds opened new United Parcel Service positions in Q3 2023 and 157 closed out, a net change of -24 holders.
- The largest United Parcel Service buyer in Q3 2023 was Viking Global Investors, an estimated $996M added.
- The largest United Parcel Service seller in Q3 2023 was Fidelity Investments, an estimated $530M sold.
Based on aggregated 13F filings for Q3 2023.