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United Parcel Service
UPS

Overview Fund Activity

2,236 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 950 reducing their positions, and 149 closing their positions.

Holders
2,236
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.27%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
950
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$865M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Franklin Resources
3
Franklin Resources
California
$1.39B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.54B
2
Bank of America
2
Bank of America
North Carolina
$2.48B
3
BlackRock
3
BlackRock
New York
$9.73B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$51.9M
5
Amundi
5
Amundi
France
$454M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$247M 1,378,815 +39,502 +3%
Stifel Financial
52
Stifel Financial
Missouri
$228M 1,270,264 +293,015 +30%
HighTower Advisors
53
HighTower Advisors
Illinois
$219M 1,224,293 +142,654 +13%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$215M 1,199,001 -36,972 -3%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$214M 1,195,014 +159,165 +15%
BG
56
Bahl & Gaynor
Ohio
$205M 1,144,896 -201,294 -15%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$203M 1,130,676 -73,076 -6%
National Pension Service
58
National Pension Service
South Korea
$189M 1,075,070 -6,711 -0.6%
HTC
59
Haverford Trust Company
Pennsylvania
$185M 1,030,396 +319,032 +45%
CP
60
Coho Partners
Pennsylvania
$182M 1,017,061 -205,487 -17%
LPL Financial
61
LPL Financial
California
$179M 999,268 +32,830 +3%
Viking Global Investors
62
Viking Global Investors
Connecticut
$159M 889,190 +889,190 New
Principal Financial Group
63
Principal Financial Group
Iowa
$157M 878,594 +10,682 +1%
MFG
64
Merit Financial Group
Georgia
$157M 873,470 +64,024 +8%
Citadel Advisors
65
Citadel Advisors
Florida
$156M 869,291 +846,266 +3,675%
AllianceBernstein
66
AllianceBernstein
Tennessee
$154M 861,064 -10,887 -1%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$154M 858,152 +91,595 +12%
CCM
68
Cullen Capital Management
New York
$148M 824,828 -10,900 -1%
US Bancorp
69
US Bancorp
Minnesota
$142M 793,735 +32,885 +4%
Mariner
70
Mariner
Kansas
$142M 791,868 +172,310 +28%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$141M 787,056 -34,694 -4%
AI
72
Accredited Investors
Minnesota
$141M 784,749 -27 -0%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$135M 752,449 +42,921 +6%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$135M 751,401 -33,936 -4%
Baillie Gifford & Co
75
Baillie Gifford & Co
United Kingdom
$134M 745,818 +18,007 +2%
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