United Parcel Service
UPS
2,145 hedge funds and large institutions have $95.1B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,053 increasing their positions, 716 reducing their positions, and 174 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 1,053 | Existing positions reduced: 716
15% more call options, than puts
Call options by funds: $2.08B | Put options by funds: $1.81B
0.59% more ownership
Funds ownership: 70.45% → 71.04% (+0.59%)
4% less funds holding
Funds holding: 2,238 → 2,145 (-93)
9% less funds holding in top 10
Funds holding in top 10: 100 → 91 (-9)
14% less capital invested
Capital invested by funds: $110B → $95.1B (-$14.9B)
36% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.02B |
| 2 |
BlackRock
New York
|
+$863M |
| 3 |
Morgan Stanley
New York
|
+$521M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$444M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$249M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.05B |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$186M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$168M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$144M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$127M |
UPS Hedge Fund Activity: Q2 2022 in Review
2,145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2022, worth a combined $95.1B — down 14% from $110B a quarter earlier.
Sellers outnumbered buyers: 174 funds closed out of UPS and 112 opened new positions — a net loss of 62 holders — while 716 trimmed existing stakes and 1,053 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.
- 2,145 institutional investors held United Parcel Service (UPS) as of Q2 2022, down from 2,238 in Q1 2022.
- Funds reported $95.1B of United Parcel Service stock for Q2 2022, down 14% quarter-over-quarter.
- 112 funds opened new United Parcel Service positions in Q2 2022 and 174 closed out, a net change of -62 holders.
- The largest United Parcel Service buyer in Q2 2022 was JP Morgan Chase, an estimated $1.02B added.
- The largest United Parcel Service seller in Q2 2022 was T. Rowe Price Associates, an estimated $1.05B sold.
Based on aggregated 13F filings for Q2 2022.