UPS icon

United Parcel Service
UPS

Overview Fund Activity

2,244 hedge funds and large institutions have $81.8B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 788 increasing their positions, 995 reducing their positions, and 152 closing their positions.

Holders
2,244
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.9%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
788
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.31B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.01B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.29B
5
Ameriprise
5
Ameriprise
Minnesota
$1.4B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
CWP
2
Capital Wealth Planning
Florida
$832K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.52B
4
Capital World Investors
4
Capital World Investors
California
$432M
5
Bank of America
5
Bank of America
North Carolina
$2.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$578M 3,676,441 +200,297 +6%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$559M 3,553,252 -708,008 -17%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$507M 3,225,618 +519,459 +19%
American Century Companies
29
American Century Companies
Missouri
$500M 3,182,600 +749,513 +31%
Primecap Management
30
Primecap Management
California
$456M 2,897,291 -17,100 -0.6%
Capital World Investors
31
Capital World Investors
California
$432M 2,747,986 -950,103 -26%
Amundi
32
Amundi
France
$432M 2,705,137 +355,318 +15%
RJA
33
Raymond James & Associates
Florida
$408M 2,591,977 -63,195 -2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$356M 2,261,700 -69,500 -3%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$355M 2,259,955 -55,461 -2%
Barclays
36
Barclays
United Kingdom
$352M 2,240,351 +326,667 +17%
Deutsche Bank
37
Deutsche Bank
Germany
$328M 2,087,390 +304,850 +17%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$305M 1,938,044 -88,211 -4%
Federated Hermes
39
Federated Hermes
Pennsylvania
$300M 1,905,790 -52,002 -3%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$281M 1,787,675 -85,446 -5%
FNBT
41
FineMark National Bank & Trust
Florida
$272M 1,730,642 -8,511 -0.5%
Citadel Advisors
42
Citadel Advisors
Florida
$271M 1,721,237 +861,299 +100%
First Trust Advisors
43
First Trust Advisors
Illinois
$270M 1,717,391 +1,160,005 +208%
LCOV
44
London Company of Virginia
Virginia
$253M 1,606,613 -130,687 -8%
Truist Financial
45
Truist Financial
North Carolina
$245M 1,559,603 -8,641 -0.6%
CS
46
Credit Suisse
Switzerland
$242M 1,541,644 -131,818 -8%
Capital International Investors
47
Capital International Investors
California
$235M 1,495,975 -210 -0%
Stifel Financial
48
Stifel Financial
Missouri
$217M 1,378,974 +61,819 +5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$217M 1,377,055 -12,524 -0.9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$213M 1,354,705 -42,239 -3%
1
2
3 4 5