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United Parcel Service
UPS

2,161 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 820 increasing their positions, 940 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $1.94B

1.05% more ownership

Funds ownership: 71.04% → 72.09% (+1%)

10% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 143

1% less funds holding

Funds holding: 2,174 → 2,161 (-13)

1% less capital invested

Capital invested by funds: $70.9B → $69.9B (-$1.02B)

13% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 940

14% less funds holding in top 10

Funds holding in top 10: 42 → 36 (-6)

Holders
2,161
Holders Change
-13
Holders Change %
-0.6%
% of All Funds
31.03%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
157
Increased
820
Reduced
940
Closed
143
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.91B
2
Amundi
Amundi
France
+$599M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$243M
4
VanEck Associates
VanEck Associates
New York
+$213M
5
Charles Schwab
Charles Schwab
California
+$173M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$402M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
3
ClearBridge Investments
ClearBridge Investments
New York
-$321M
4
BlackRock
BlackRock
New York
-$228M
5
Invesco
Invesco
Georgia
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
851
Mitchell & Pahl Private Wealth
Oklahoma
$2.11M +$73.9K +563 +4%
TLCM
852
Twin Lakes Capital Management
California
$2.1M +$13.4K +102 +0.7%
Wealthfront Advisers
853
Wealthfront Advisers
California
$2.1M -$275K -2,091 -12%
SMA
854
Sage Mountain Advisors
Georgia
$2.1M +$339K +2,579 +20%
CT
855
Caldwell Trust
Florida
$2.1M -$99.4K -757 -5%
NSAM
856
North Star Asset Management
Wisconsin
$2.09M -$410K -3,120 -17%
PA
857
Paralel Advisors
Colorado
$2.09M – – –
ABTD
858
Arvest Bank Trust Division
Oklahoma
$2.09M +$2.01M +15,301 New
OIM
859
Orca Investment Management
Oregon
$2.08M – – –
PWG
860
Portside Wealth Group
Utah
$2.08M +$207K +1,580 +12%
TCOT
861
Trust Company of Toledo
Ohio
$2.08M +$45.3K +345 +2%
HIM
862
Harbour Investment Management
Washington
$2.07M +$9.19K +70 +0.5%
TIAA Trust, National Association
863
TIAA Trust, National Association
North Carolina
$2.06M -$44.2K -337 -2%
EAM
864
Erste Asset Management
Austria
$2.05M -$3.59M -27,324 -64%
CG
865
Caprock Group
Idaho
$2.05M -$5.78K -44 -0.3%
AAIM
866
American Assets Investment Management
California
$2.05M +$656K +5,000 +50%
AWE
867
Avidian Wealth Enterprises
Texas
$2.04M -$1.03M -7,810 -34%
VSQM
868
V-Square Quantitative Management
Illinois
$2.04M +$242K +1,842 +14%
SAM
869
Silvercrest Asset Management
New York
$2.03M +$9.06K +69 +0.5%
VHAM
870
Van Hulzen Asset Management
California
$2.03M +$726K +5,529 +59%
CM
871
Crestline Management
Texas
$2.03M +$1.95M +14,874 New
SC
872
Searle & Co
Connecticut
$2.03M -$47.4K -361 -2%
AC
873
Addison Capital
Pennsylvania
$2.03M -$22.6K -172 -1%
PAS
874
Park Avenue Securities
New York
$2.03M -$239K -1,817 -11%
CRIG
875
Charter Research & Investment Group
Connecticut
$2.02M +$8.53K +65 +0.4%
33 34
35
36 37

UPS Hedge Fund Activity: Q3 2024 in Review

2,161 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2024, worth a combined $69.9B — down 1.4% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new UPS positions and 143 closed out — a net gain of 14 holders — while 820 added to existing stakes and 940 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.91B. The largest seller was Ameriprise, cutting an estimated $402M.

  • 2,161 institutional investors held United Parcel Service (UPS) as of Q3 2024, down from 2,174 in Q2 2024.
  • Funds reported $69.9B of United Parcel Service stock for Q3 2024, down 1.4% quarter-over-quarter.
  • 157 funds opened new United Parcel Service positions in Q3 2024 and 143 closed out, a net change of +14 holders.
  • The largest United Parcel Service buyer in Q3 2024 was International Assets Investment Management, an estimated $1.91B added.
  • The largest United Parcel Service seller in Q3 2024 was Ameriprise, an estimated $402M sold.

Based on aggregated 13F filings for Q3 2024.