United Parcel Service
UPS
2,160 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 820 increasing their positions, 940 reducing their positions, and 143 closing their positions.
15% more call options, than puts
Call options by funds: $2.25B | Put options by funds: $1.94B
1.05% more ownership
Funds ownership: 71.04% → 72.09% (+1%)
10% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 143
1% less funds holding
Funds holding: 2,173 → 2,160 (-13)
1% less capital invested
Capital invested by funds: $70.9B → $69.9B (-$1.02B)
13% less repeat investments, than reductions
Existing positions increased: 820 | Existing positions reduced: 940
14% less funds holding in top 10
Funds holding in top 10: 42 → 36 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.91B |
| 2 |
Amundi
Paris,
France
|
+$599M |
| 3 |
Two Sigma Advisers
New York
|
+$243M |
| 4 |
VanEck Associates
New York
|
+$213M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$402M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$379M |
| 3 |
ClearBridge Investments
New York
|
-$321M |
| 4 |
BlackRock
New York
|
-$228M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$220M |
UPS Hedge Fund Activity: Q3 2024 in Review
2,160 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2024, worth a combined $69.9B — down 1.4% from $70.9B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new UPS positions and 143 closed out — a net gain of 14 holders — while 820 added to existing stakes and 940 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $1.91B. The largest seller was Ameriprise, cutting an estimated $402M.
- 2,160 institutional investors held United Parcel Service (UPS) as of Q3 2024, down from 2,173 in Q2 2024.
- Funds reported $69.9B of United Parcel Service stock for Q3 2024, down 1.4% quarter-over-quarter.
- 157 funds opened new United Parcel Service positions in Q3 2024 and 143 closed out, a net change of +14 holders.
- The largest United Parcel Service buyer in Q3 2024 was International Assets Investment Management, an estimated $1.91B added.
- The largest United Parcel Service seller in Q3 2024 was Ameriprise, an estimated $402M sold.
Based on aggregated 13F filings for Q3 2024.