United Parcel Service
UPS
2,147 hedge funds and large institutions have $95.3B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,053 increasing their positions, 717 reducing their positions, and 171 closing their positions.
54% more capital inflows, than outflows
Capital inflows: $6.23B | Capital outflows: $4.04B
47% more repeat investments, than reductions
Existing positions increased: 1,053 | Existing positions reduced: 717
15% more call options, than puts
Call options by funds: $2.05B | Put options by funds: $1.78B
0.61% more ownership
Funds ownership: 70.43% → 71.04% (+0.61%)
4% less funds holding
Funds holding: 2,237 → 2,147 (-90)
9% less funds holding in top 10
Funds holding in top 10: 100 → 91 (-9)
35% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.02B |
| 2 |
BlackRock
New York
|
+$863M |
| 3 |
Morgan Stanley
New York
|
+$521M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$444M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$249M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.05B |
| 2 |
Janus Henderson Group
London,
|
-$186M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$168M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$144M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$127M |
UPS Hedge Fund Activity: Q2 2022 in Review
2,147 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2022, worth a combined $95.3B — down 13% from $110B a quarter earlier.
Sellers outnumbered buyers: 171 funds closed out of UPS and 112 opened new positions — a net loss of 59 holders — while 717 trimmed existing stakes and 1,053 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.
- 2,147 institutional investors held United Parcel Service (UPS) as of Q2 2022, down from 2,237 in Q1 2022.
- Funds reported $95.3B of United Parcel Service stock for Q2 2022, down 13% quarter-over-quarter.
- 112 funds opened new United Parcel Service positions in Q2 2022 and 171 closed out, a net change of -59 holders.
- The largest United Parcel Service buyer in Q2 2022 was JP Morgan Chase, an estimated $1.02B added.
- The largest United Parcel Service seller in Q2 2022 was T. Rowe Price Associates, an estimated $1.05B sold.
Based on aggregated 13F filings for Q2 2022.