United Parcel Service
UPS
2,228 hedge funds and large institutions have $91.6B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 950 increasing their positions, 774 reducing their positions, and 93 closing their positions.
163% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 93
23% more repeat investments, than reductions
Existing positions increased: 950 | Existing positions reduced: 774
8% more capital invested
Capital invested by funds: $84.7B → $91.6B (+$6.91B)
5% more funds holding
Funds holding: 2,124 → 2,228 (+104)
0% more funds holding in top 10
Funds holding in top 10: 78 → 78 (0)
1% less call options, than puts
Call options by funds: $2.14B | Put options by funds: $2.16B
1.01% less ownership
Funds ownership: 71.7% → 70.69% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$584M |
| 2 |
Morgan Stanley
New York
|
+$338M |
| 3 |
Barclays
London,
United Kingdom
|
+$114M |
| 4 |
AI
Accredited Investors
Edina,
Minnesota
|
+$112M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.18B |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$1.02B |
| 3 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$275M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$232M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$208M |
UPS Hedge Fund Activity: Q4 2022 in Review
2,228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2022, worth a combined $91.6B — up 8.2% from $84.7B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new UPS positions and 93 closed out — a net gain of 152 holders — while 950 added to existing stakes and 774 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $584M. The largest seller was Capital International Investors, cutting an estimated $1.18B.
- 2,228 institutional investors held United Parcel Service (UPS) as of Q4 2022, up from 2,124 in Q3 2022.
- Funds reported $91.6B of United Parcel Service stock for Q4 2022, up 8.2% quarter-over-quarter.
- 245 funds opened new United Parcel Service positions in Q4 2022 and 93 closed out, a net change of +152 holders.
- The largest United Parcel Service buyer in Q4 2022 was JP Morgan Chase, an estimated $584M added.
- The largest United Parcel Service seller in Q4 2022 was Capital International Investors, an estimated $1.18B sold.
Based on aggregated 13F filings for Q4 2022.