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United Parcel Service
UPS

Overview Fund Activity

2,186 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$205M 1,317,155 +46,891 +4%
HighTower Advisors
52
HighTower Advisors
Illinois
$192M 1,230,404 +6,111 +0.5%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$181M 1,159,406 -35,608 -3%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$179M 1,150,385 -48,616 -4%
BG
55
Bahl & Gaynor
Ohio
$172M 1,101,317 -43,579 -4%
LPL Financial
56
LPL Financial
California
$170M 1,089,886 +90,618 +9%
National Pension Service
57
National Pension Service
South Korea
$168M 1,109,121 +34,051 +3%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$165M 1,057,944 -72,732 -6%
Marshall Wace
59
Marshall Wace
United Kingdom
$152M 972,245 +938,718 +2,800%
US Bancorp
60
US Bancorp
Minnesota
$143M 1,281,273 +487,538 +61%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$142M 880,141 +21,989 +3%
MFG
62
Merit Financial Group
Georgia
$139M 890,906 +17,436 +2%
CP
63
Coho Partners
Pennsylvania
$138M 884,783 -132,278 -13%
Citigroup
64
Citigroup
New York
$137M 880,052 +281,855 +47%
Principal Financial Group
65
Principal Financial Group
Iowa
$136M 874,474 -4,120 -0.5%
CSIC
66
Clifford Swan Investment Counsel
California
$136M 873,229 +183,401 +27%
Citadel Advisors
67
Citadel Advisors
Florida
$134M 859,938 -9,353 -1%
Mariner
68
Mariner
Kansas
$132M 848,469 +56,601 +7%
AllianceBernstein
69
AllianceBernstein
Tennessee
$127M 817,730 -43,334 -5%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$127M 811,106 +138,451 +21%
CCM
71
Cullen Capital Management
New York
$125M 800,081 -24,747 -3%
HTC
72
Haverford Trust Company
Pennsylvania
$123M 791,423 -238,973 -23%
AI
73
Accredited Investors
Minnesota
$122M 784,749 – –
PCM
74
Penserra Capital Management
California
$119M 764,064 +90,058 +13%
Gates Foundation Trust
75
Gates Foundation Trust
Washington
$118M 755,089 +14,400 +2%
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