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United Parcel Service
UPS

Overview Fund Activity

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.18B
2
AWA
2
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.34B
4
Barclays
4
Barclays
United Kingdom
$286M
5
AI
5
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$551M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
3
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$223M +$79.4M +457,004 +55%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$220M +$1.57M +9,021 +0.7%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$217M +$2.4M +13,788 +1%
Federated Hermes
54
Federated Hermes
Pennsylvania
$215M +$34.6M +199,008 +19%
CP
55
Coho Partners
Pennsylvania
$211M -$2.35M -13,508 -1%
BG
56
Bahl & Gaynor
Ohio
$195M -$15.2M -87,609 -7%
National Pension Service
57
National Pension Service
South Korea
$195M +$6.72M +38,648 +4%
HighTower Advisors
58
HighTower Advisors
Illinois
$173M +$10.9M +62,574 +7%
Stifel Financial
59
Stifel Financial
Missouri
$169M +$4.24M +24,403 +3%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$163M -$2.76M -15,892 -2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$161M -$2.22M -12,751 -1%
Victory Capital Management
62
Victory Capital Management
Texas
$157M +$12.7M +73,187 +9%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$152M +$21.7M +118,838 +17%
Principal Financial Group
64
Principal Financial Group
Iowa
$150M -$4.03M -23,207 -3%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$146M -$2.13M -12,232 -1%
MFG
66
Merit Financial Group
Georgia
$146M +$548K +3,155 +0.4%
HMP
67
HS Management Partners
New York
$141M +$7.58M +45,590 +6%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$138M -$2.48M -14,260 -2%
LPL Financial
69
LPL Financial
California
$138M +$8.21M +47,204 +6%
US Bancorp
70
US Bancorp
Minnesota
$137M +$50.4M +290,133 +59%
AI
71
Accredited Investors
Minnesota
$136M +$112M +645,012 +462%
Baillie Gifford & Co
72
Baillie Gifford & Co
United Kingdom
$136M +$5.54M +31,896 +4%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$133M +$7.67M +44,107 +6%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$132M -$57.5M -330,626 -30%
Gates Foundation Trust
75
Gates Foundation Trust
Washington
$129M – – –
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