United Parcel Service
2,250 hedge funds and large institutions have $91B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 872 increasing their positions, 955 reducing their positions, and 149 closing their positions.
4% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 149
0% less funds holding
Funds holding: 2,259 → 2,250 (-9)
1% less call options, than puts
Call options by funds: $2.46B | Put options by funds: $2.49B
9% less repeat investments, than reductions
Existing positions increased: 872 | Existing positions reduced: 955
1.29% less ownership
Funds ownership: 71.31% → 70.03% (-1.3%)
9% less capital invested
Capital invested by funds: $100B → $91B (-$9.13B)
39% less funds holding in top 10
Funds holding in top 10: 109 → 67 (-42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$408M |
| 2 |
JP Morgan Chase
New York
|
+$262M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$259M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$158M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$602M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$601M |
| 3 |
BlackRock
New York
|
-$237M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$217M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$184M |
UPS Hedge Fund Activity: Q2 2023 in Review
2,250 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2023, worth a combined $91B — down 9.1% from $100B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new UPS positions and 149 closed out — a net gain of 6 holders — while 872 added to existing stakes and 955 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $408M. The largest seller was Fidelity Investments, cutting an estimated $602M.
- 2,250 institutional investors held United Parcel Service (UPS) as of Q2 2023, down from 2,259 in Q1 2023.
- Funds reported $91B of United Parcel Service stock for Q2 2023, down 9.1% quarter-over-quarter.
- 155 funds opened new United Parcel Service positions in Q2 2023 and 149 closed out, a net change of +6 holders.
- The largest United Parcel Service buyer in Q2 2023 was Capital Research Global Investors, an estimated $408M added.
- The largest United Parcel Service seller in Q2 2023 was Fidelity Investments, an estimated $602M sold.
Based on aggregated 13F filings for Q2 2023.