United Parcel Service
2,260 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 794 increasing their positions, 1,000 reducing their positions, and 152 closing their positions.
63% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 152
34% more call options, than puts
Call options by funds: $2.83B | Put options by funds: $2.11B
3% more funds holding
Funds holding: 2,200 → 2,260 (+60)
2.04% more ownership
Funds ownership: 70.01% → 72.06% (+2%)
4% more capital invested
Capital invested by funds: $78.8B → $81.9B (+$3.09B)
12% less funds holding in top 10
Funds holding in top 10: 52 → 46 (-6)
21% less repeat investments, than reductions
Existing positions increased: 794 | Existing positions reduced: 1,000
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.28B |
| 2 |
Morgan Stanley
New York
|
+$1.23B |
| 3 |
JP Morgan Chase
New York
|
+$395M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$233M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$572M |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$332M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$209M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$144M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$116M |
UPS Hedge Fund Activity: Q4 2023 in Review
2,260 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2023, worth a combined $81.9B — up 3.9% from $78.8B a quarter earlier.
Buyers outnumbered sellers: 248 funds opened new UPS positions and 152 closed out — a net gain of 96 holders — while 794 added to existing stakes and 1,000 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.28B. The largest seller was Capital Research Global Investors, cutting an estimated $572M.
- 2,260 institutional investors held United Parcel Service (UPS) as of Q4 2023, up from 2,200 in Q3 2023.
- Funds reported $81.9B of United Parcel Service stock for Q4 2023, up 3.9% quarter-over-quarter.
- 248 funds opened new United Parcel Service positions in Q4 2023 and 152 closed out, a net change of +96 holders.
- The largest United Parcel Service buyer in Q4 2023 was Wellington Management Group, an estimated $1.28B added.
- The largest United Parcel Service seller in Q4 2023 was Capital Research Global Investors, an estimated $572M sold.
Based on aggregated 13F filings for Q4 2023.