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United Parcel Service
UPS

Overview Fund Activity

2,197 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 978 increasing their positions, 836 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.85%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
978
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.82B
2
UBS Group
2
UBS Group
Switzerland
$923M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5B
4
Bank of America
4
Bank of America
North Carolina
$2.05B
5
State Street
5
State Street
Massachusetts
$4.31B

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.07B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.43B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$70.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$175M +$789K +5,308 +0.5%
HighTower Advisors
52
HighTower Advisors
Illinois
$175M +$4.18M +28,135 +2%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$174M +$75.9M +510,813 +78%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$171M +$478K +3,214 +0.3%
National Pension Service
55
National Pension Service
South Korea
$170M +$2.13M +14,311 +1%
Truist Financial
56
Truist Financial
North Carolina
$164M -$67.8M -456,201 -29%
SPC
57
Spirepoint Private Client
Florida
$161M +$161M +1,081,797 New
HTC
58
Haverford Trust Company
Pennsylvania
$160M +$13.3M +89,498 +9%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$156M +$8.67M +58,384 +6%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$152M +$8.8M +45,349 +6%
CCM
61
Cullen Capital Management
New York
$145M +$85M +571,638 +142%
AllianceBernstein
62
AllianceBernstein
Tennessee
$144M +$9.61M +64,660 +7%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$143M -$2.85M -19,173 -2%
Capital International Investors
64
Capital International Investors
California
$142M -$79.9M -537,244 -36%
BG
65
Bahl & Gaynor
Ohio
$133M -$4.19M -28,198 -3%
MFG
66
Merit Financial Group
Georgia
$132M +$2.91M +19,853 +2%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$129M +$21.9M +147,257 +20%
CSIC
68
Clifford Swan Investment Counsel
California
$129M -$1.11M -7,456 -0.9%
Principal Financial Group
69
Principal Financial Group
Iowa
$128M -$747K -5,029 -0.6%
CIC
70
Crawford Investment Counsel
Georgia
$120M +$13.6M +91,167 +13%
Capital Research Global Investors
71
Capital Research Global Investors
California
$119M +$47.4K +319 +0%
Millennium Management
72
Millennium Management
New York
$119M +$104M +700,527 +721%
Canada Life
73
Canada Life
Manitoba, Canada
$117M +$14.6M +98,122 +14%
AI
74
Accredited Investors
Minnesota
$117M +$17.1K +115 +0%
US Bancorp
75
US Bancorp
Minnesota
$116M +$1.54M +10,386 +1%
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