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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
VI
876
Vestcor Inc
New Brunswick, Canada
$2.02M -$932K -7,100 -32%
CCP
877
Carmel Capital Partners
California
$2M +$359K +2,732 +23%
CFG
878
Citizens Financial Group
Rhode Island
$1.99M +$36.1K +275 +2%
DWM
879
Diversify Wealth Management
Utah
$1.99M +$229K +1,743 +13%
RBA
880
Richard Bernstein Advisors
New York
$1.99M – – –
TCM
881
Towercrest Capital Management
Pennsylvania
$1.99M – – –
CFG
882
Cooper Financial Group
California
$1.98M -$275K -2,095 -13%
CW
883
CreativeOne Wealth
Kansas
$1.98M +$357K +2,720 +23%
BFA
884
Beacon Financial Advisory
Ohio
$1.96M +$520K +3,960 +38%
ASI
885
Advisory Services & Investments
Oregon
$1.95M – – –
EWA
886
Exencial Wealth Advisors
Oklahoma
$1.94M -$120K -914 -6%
CC
887
Cypress Capital
Tennessee
$1.94M +$159K +1,208 +9%
QT
888
Quantbot Technologies
New York
$1.93M -$1.01M -7,669 -35%
MA
889
Montag & Associates
Georgia
$1.92M +$314K +2,390 +20%
TWM
890
Tradition Wealth Management
Minnesota
$1.92M -$4.99K -38 -0.3%
CYG
891
Clean Yield Group
Vermont
$1.91M +$558K +4,250 +44%
SHF
892
Safe Harbor Fiduciary
Florida
$1.91M +$1.84M +13,996 New
WCBA
893
Weaver C. Barksdale & Associates
Tennessee
$1.91M -$70.5K -537 -4%
CA
894
Carson Advisory
Georgia
$1.87M +$75.5K +575 +4%
CIM
895
Corbyn Investment Management
Maryland
$1.87M +$5.25K +40 +0.3%
FWIA
896
Fort Washington Investment Advisors
Ohio
$1.87M -$481K -3,666 -21%
IWA
897
Icon Wealth Advisors
Texas
$1.87M +$730K +5,558 +68%
WFPG
898
Waller Financial Planning Group
Ohio
$1.85M – – –
IC
899
IEQ Capital
California
$1.85M -$99.8K -760 -5%
AI
900
Atom Investors
Texas
$1.84M -$2.78M -21,172 -61%
34 35
36
37 38

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.