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United Parcel Service
UPS

Overview Fund Activity

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.48B
2
Ameriprise
2
Ameriprise
Minnesota
$2.14B
3
Capital World Investors
3
Capital World Investors
California
$678M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$136M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$194M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.2B
2
Wells Fargo
2
Wells Fargo
California
$1.57B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.55B
4
Franklin Resources
4
Franklin Resources
California
$1.11B
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$489M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$158M 737,227 -10,238 -1%
Korea Investment Corp
77
Korea Investment Corp
South Korea
$154M 720,306 -801,456 -53%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$153M 715,197 -1,544 -0.2%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$149M 697,699 -270,814 -28%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$148M 691,281 +4,437 +0.6%
CIC
81
Crawford Investment Counsel
Georgia
$145M 676,778 -539 -0.1%
LPL Financial
82
LPL Financial
California
$139M 648,624 +46,114 +8%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$138M 644,054 +222,877 +53%
Marshall Wace
84
Marshall Wace
United Kingdom
$136M 633,448 +627,349 +10,286%
DC
85
Davenport & Co
Virginia
$134M 625,071 +2,384 +0.4%
Baillie Gifford & Co
86
Baillie Gifford & Co
United Kingdom
$125M 581,491 +52,073 +10%
SP
87
Sarasin & Partners
United Kingdom
$124M 577,493 -4,768 -0.8%
MCM
88
Manchester Capital Management
Vermont
$121M 562,919 -626 -0.1%
EAM
89
Eagle Asset Management
Florida
$119M 558,033 +55,568 +11%
BTW
90
Boston Trust Walden
Massachusetts
$119M 554,721 +9,241 +2%
First Trust Advisors
91
First Trust Advisors
Illinois
$119M 554,129 -104,492 -16%
MSV
92
MN Services Vermogensbeheer
Netherlands
$118M 549,099 +11,600 +2%
Victory Capital Management
93
Victory Capital Management
Texas
$118M 548,711 -177,849 -24%
VAM
94
Vontobel Asset Management
New York
$117M 528,739 +116,950 +28%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$114M 533,092 +40,100 +8%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$109M 510,699 +5,543 +1%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$108M 501,985 -31,835 -6%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$107M 501,287 -147,031 -23%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$106M 493,113 +94,637 +24%
Citigroup
100
Citigroup
New York
$104M 485,146 -168,318 -26%
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4
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