UPS icon

United Parcel Service
UPS

Overview Fund Activity

2,197 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 978 increasing their positions, 836 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.85%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
978
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.82B
2
UBS Group
2
UBS Group
Switzerland
$923M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5B
4
Bank of America
4
Bank of America
North Carolina
$2.05B
5
State Street
5
State Street
Massachusetts
$4.31B

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.07B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.43B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$70.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$537M -$76.5M -514,622 -12%
Capital World Investors
27
Capital World Investors
California
$448M +$39.1M +263,313 +10%
RJA
28
Raymond James & Associates
Florida
$432M +$46.6M +313,639 +12%
Primecap Management
29
Primecap Management
California
$431M +$745K +5,014 +0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$399M -$80.8M -543,781 -17%
Deutsche Bank
31
Deutsche Bank
Germany
$344M +$33.5M +225,522 +11%
Amundi
32
Amundi
France
$342M -$45.3M -316,223 -12%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$323M -$12.6M -85,106 -4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$322M -$14.2M -95,800 -4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$300M +$11.9M +80,276 +4%
Barclays
36
Barclays
United Kingdom
$280M -$53.2M -358,218 -16%
Federated Hermes
37
Federated Hermes
Pennsylvania
$277M -$6.41M -43,123 -2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$264M -$2.01M -13,534 -0.8%
FNBT
39
FineMark National Bank & Trust
Florida
$258M +$306K +2,059 +0.1%
First Trust Advisors
40
First Trust Advisors
Illinois
$257M +$2.04M +13,753 +0.8%
LCOV
41
London Company of Virginia
Virginia
$233M -$6.17M -41,501 -3%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$227M +$81.3M +546,833 +56%
Stifel Financial
43
Stifel Financial
Missouri
$227M +$21.6M +145,089 +11%
CS
44
Credit Suisse
Switzerland
$225M -$4.21M -28,310 -2%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$210M +$16.7M +112,322 +9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$206M +$1.51M +10,189 +0.7%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$203M +$1.79M +12,061 +0.9%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$195M +$6.14M +41,289 +3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$185M -$12.1M -66,958 -6%
Citigroup
50
Citigroup
New York
$178M +$74.4M +500,408 +71%
1
2
3 4 5