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United Parcel Service
UPS

Overview Fund Activity

2,198 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 979 increasing their positions, 836 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.86%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
979
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$2.82B
2
UBS Group
UBS Group
Switzerland
$923M
3
Ameriprise
Ameriprise
Minnesota
$1.5B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
State Street
State Street
Massachusetts
$4.31B

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Morgan Stanley
Morgan Stanley
New York
$1.07B
3
Vanguard Group
Vanguard Group
Pennsylvania
$9.43B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.6M
5
Citadel Advisors
Citadel Advisors
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
176
Chas P. Smith & Associates (CPS)
Florida
$33.9M +$967K +6,509 +3%
RRAM
177
River Road Asset Management
Kentucky
$33.4M -$2.8M -18,815 -8%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$32.1M +$7.05M +47,462 +28%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$31.7M -$42M -282,651 -57%
LBA
180
Letko, Brosseau & Associates
Quebec, Canada
$31.6M -$229K -1,541 -0.7%
CAN
181
Cetera Advisor Networks
California
$31.2M +$1.09M +7,358 +4%
ASRS
182
Arizona State Retirement System
Arizona
$30.8M +$604K +4,061 +2%
CIA
183
Capital Investment Advisors
Georgia
$30.8M +$403K +2,713 +1%
Axa
184
Axa
France
$30.8M -$812K -5,463 -3%
UIM
185
USS Investment Management
United Kingdom
$30.6M +$1.06M +7,164 +4%
DADC
186
D.A. Davidson & Co
Montana
$30.2M +$2.56M +17,193 +9%
AAM
187
Advisors Asset Management
Colorado
$29.6M -$852K -5,731 -3%
SOMRS
188
State of Michigan Retirement System
Michigan
$29.5M +$29.7K +200 +0.1%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$28.9M -$387K -2,618 -1%
SSA
190
Schonfeld Strategic Advisors
New York
$28.8M +$28.5M +192,030 +11,068%
KeyBank National Association
191
KeyBank National Association
Ohio
$28.8M +$625K +4,204 +2%
NIM
192
Nexus Investment Management
Ontario, Canada
$28M +$2.75M +18,515 +11%
BBHC
193
Brown Brothers Harriman & Co
New York
$27.9M -$587K -3,951 -2%
MHI
194
Miller Howard Investments
New York
$27.9M +$1.35M +9,074 +5%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$27.8M +$18.5M +124,770 +200%
RJT
196
Raymond James Trust
Florida
$27.7M +$1.08M +7,284 +4%
TAM
197
Trillium Asset Management
Massachusetts
$27.6M -$113K -761 -0.4%
PAS
198
Professional Advisory Services
Florida
$27.5M +$2.34M +15,738 +9%
AA
199
ALPS Advisors
Colorado
$27.4M +$1.01M +6,816 +4%
Bank of Nova Scotia
200
Bank of Nova Scotia
Ontario, Canada
$27.3M +$1.15M +7,767 +4%
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