United Parcel Service
2,259 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 978 increasing their positions, 793 reducing their positions, and 97 closing their positions.
88% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 97
40% more funds holding in top 10
Funds holding in top 10: 78 → 109 (+31)
28% more call options, than puts
Call options by funds: $1.85B | Put options by funds: $1.44B
23% more repeat investments, than reductions
Existing positions increased: 978 | Existing positions reduced: 793
9% more capital invested
Capital invested by funds: $91.6B → $100B (+$8.58B)
1% more funds holding
Funds holding: 2,229 → 2,259 (+30)
0.62% more ownership
Funds ownership: 70.69% → 71.31% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.86B |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$247M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$156M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$125M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$619M |
| 2 |
BlackRock
New York
|
-$421M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$345M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$307M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$207M |
UPS Hedge Fund Activity: Q1 2023 in Review
2,259 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2023, worth a combined $100B — up 9.4% from $91.6B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new UPS positions and 97 closed out — a net gain of 85 holders — while 978 added to existing stakes and 793 trimmed.
The largest buyer was Charles Schwab, adding an estimated $1.86B. The largest seller was JP Morgan Chase, cutting an estimated $619M.
- 2,259 institutional investors held United Parcel Service (UPS) as of Q1 2023, up from 2,229 in Q4 2022.
- Funds reported $100B of United Parcel Service stock for Q1 2023, up 9.4% quarter-over-quarter.
- 182 funds opened new United Parcel Service positions in Q1 2023 and 97 closed out, a net change of +85 holders.
- The largest United Parcel Service buyer in Q1 2023 was Charles Schwab, an estimated $1.86B added.
- The largest United Parcel Service seller in Q1 2023 was JP Morgan Chase, an estimated $619M sold.
Based on aggregated 13F filings for Q1 2023.