United Parcel Service
2,288 hedge funds and large institutions have $70.7B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 789 increasing their positions, 957 reducing their positions, and 146 closing their positions.
114% more first-time investments, than exits
New positions opened: 312 | Existing positions closed: 146
19% more funds holding in top 10
Funds holding in top 10: 36 → 43 (+7)
6% more funds holding
Funds holding: 2,161 → 2,288 (+127)
4% more call options, than puts
Call options by funds: $1.98B | Put options by funds: $1.9B
1% more capital invested
Capital invested by funds: $69.9B → $70.7B (+$773M)
1.81% less ownership
Funds ownership: 72.09% → 70.28% (-1.8%)
18% less repeat investments, than reductions
Existing positions increased: 789 | Existing positions reduced: 957
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$195M |
| 2 |
VanEck Associates
New York
|
+$181M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$176M |
| 4 |
Amundi
Paris,
France
|
+$168M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.91B |
| 2 |
Goldman Sachs
New York
|
-$515M |
| 3 |
BlackRock
New York
|
-$272M |
| 4 |
Bank of New York Mellon
New York
|
-$193M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$187M |
UPS Hedge Fund Activity: Q4 2024 in Review
2,288 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2024, worth a combined $70.7B — up 1.1% from $69.9B a quarter earlier.
Buyers outnumbered sellers: 312 funds opened new UPS positions and 146 closed out — a net gain of 166 holders — while 789 added to existing stakes and 957 trimmed.
The largest buyer was Franklin Resources, adding an estimated $195M. The largest seller was International Assets Investment Management, cutting an estimated $1.91B.
- 2,288 institutional investors held United Parcel Service (UPS) as of Q4 2024, up from 2,161 in Q3 2024.
- Funds reported $70.7B of United Parcel Service stock for Q4 2024, up 1.1% quarter-over-quarter.
- 312 funds opened new United Parcel Service positions in Q4 2024 and 146 closed out, a net change of +166 holders.
- The largest United Parcel Service buyer in Q4 2024 was Franklin Resources, an estimated $195M added.
- The largest United Parcel Service seller in Q4 2024 was International Assets Investment Management, an estimated $1.91B sold.
Based on aggregated 13F filings for Q4 2024.