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United Parcel Service
UPS

Overview Fund Activity

2,244 hedge funds and large institutions have $81.8B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 788 increasing their positions, 995 reducing their positions, and 152 closing their positions.

Holders
2,244
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.9%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
788
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.31B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.01B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.29B
5
Ameriprise
5
Ameriprise
Minnesota
$1.4B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
CWP
2
Capital Wealth Planning
Florida
$832K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.52B
4
Capital World Investors
4
Capital World Investors
California
$432M
5
Bank of America
5
Bank of America
North Carolina
$2.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$204M 1,298,895 -81,851 -6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$200M 1,272,143 +615,355 +94%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$197M 1,086,536 +206,395 +23%
LPL Financial
54
LPL Financial
California
$184M 1,172,146 +82,260 +8%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$181M 1,150,253 -132 -0%
HighTower Advisors
56
HighTower Advisors
Illinois
$181M 1,148,437 -81,967 -7%
National Pension Service
57
National Pension Service
South Korea
$178M 1,129,881 +20,760 +2%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$156M 993,736 +182,630 +23%
HTC
59
Haverford Trust Company
Pennsylvania
$155M 985,224 +193,801 +24%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$154M 981,013 -178,393 -15%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$154M 980,536 -77,408 -7%
BG
62
Bahl & Gaynor
Ohio
$145M 924,645 -176,672 -16%
AllianceBernstein
63
AllianceBernstein
Tennessee
$142M 902,908 +85,178 +10%
MFG
64
Merit Financial Group
Georgia
$139M 881,544 -9,362 -1%
CSIC
65
Clifford Swan Investment Counsel
California
$137M 872,489 -740 -0.1%
Principal Financial Group
66
Principal Financial Group
Iowa
$136M 866,069 -8,405 -1%
Capital Research Global Investors
67
Capital Research Global Investors
California
$126M 803,177 -3,786,503 -83%
AI
68
Accredited Investors
Minnesota
$123M 784,749 – –
US Bancorp
69
US Bancorp
Minnesota
$121M 769,190 -512,083 -40%
Gates Foundation Trust
70
Gates Foundation Trust
Washington
$119M 755,089 – –
Mariner
71
Mariner
Kansas
$119M 754,969 -93,500 -11%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$116M 739,988 +29,567 +4%
Victory Capital Management
73
Victory Capital Management
Texas
$116M 739,792 +8,101 +1%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$116M 735,221 -16,669 -2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$115M 733,140 -20,909 -3%
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3
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