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United Parcel Service
UPS

Overview Fund Activity

2,138 hedge funds and large institutions have $95B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,048 increasing their positions, 714 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
-93
Holders Change %
-4.17%
% of All Funds
36.15%
Holding in Top 10
90
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.09%
% of All Funds
1.52%
New
112
Increased
1,048
Reduced
714
Closed
174
Calls
$2.08B
Puts
$1.81B
Net Calls
+$266M
Net Calls Change
+$58.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.7B
2
BlackRock
2
BlackRock
New York
$10.7B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.01B
4
Capital International Investors
4
Capital International Investors
California
$1.91B
5
Franklin Resources
5
Franklin Resources
California
$1.17B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.98B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.63B
4
Invesco
4
Invesco
Georgia
$1.43B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$228M +$1.83M +10,010 +0.8%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$227M +$9.44M +51,730 +4%
CWP
53
Capital Wealth Planning
Florida
$225M +$99.3M +544,049 +79%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$218M +$4.83M +26,462 +2%
BG
55
Bahl & Gaynor
Ohio
$208M +$63.5M +347,639 +44%
First Trust Advisors
56
First Trust Advisors
Illinois
$208M +$130M +710,725 +166%
National Pension Service
57
National Pension Service
South Korea
$194M +$16.2M +88,832 +9%
HMP
58
HS Management Partners
New York
$191M +$5.17M +28,318 +3%
CP
59
Coho Partners
Pennsylvania
$183M -$8.03M -43,964 -4%
Allianz Asset Management
60
Allianz Asset Management
Germany
$182M -$34.3M -188,076 -16%
Korea Investment Corp
61
Korea Investment Corp
South Korea
$178M +$15.9M +87,069 +10%
Principal Financial Group
62
Principal Financial Group
Iowa
$174M +$4.26M +23,338 +3%
Stifel Financial
63
Stifel Financial
Missouri
$171M +$4.78M +26,212 +3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$170M +$1.03M +5,623 +0.6%
HighTower Advisors
65
HighTower Advisors
Illinois
$165M -$464K -2,539 -0.3%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$156M -$1.47M -8,069 -0.9%
CCM
67
Cullen Capital Management
New York
$153M +$2.31M +12,635 +2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$150M +$22.4M +123,084 +18%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$148M -$5.26M -28,833 -3%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$145M -$44.9M -246,023 -24%
Prudential Financial
71
Prudential Financial
New Jersey
$144M -$65.8M -362,493 -31%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$140M +$639K +3,500 +0.5%
LPL Financial
73
LPL Financial
California
$138M +$11.6M +63,525 +9%
Gates Foundation Trust
74
Gates Foundation Trust
Washington
$135M – – –
Baillie Gifford & Co
75
Baillie Gifford & Co
United Kingdom
$133M +$19.8M +108,486 +17%
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