United Parcel Service
2,128 hedge funds and large institutions have $83.8B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 964 increasing their positions, 746 reducing their positions, and 127 closing their positions.
70% more call options, than puts
Call options by funds: $2.79B | Put options by funds: $1.64B
29% more repeat investments, than reductions
Existing positions increased: 964 | Existing positions reduced: 746
9% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 127
0.22% less ownership
Funds ownership: 71.04% → 70.82% (-0.22%)
1% less funds holding
Funds holding: 2,148 → 2,128 (-20)
14% less funds holding in top 10
Funds holding in top 10: 91 → 78 (-13)
18% less capital inflows, than outflows
Capital inflows: $2.69B | Capital outflows: $3.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$148M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$110M |
| 4 |
Janus Henderson Group
London,
|
+$109M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$346M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$248M |
| 3 |
Merit Financial Group
Alpharetta,
Georgia
|
-$231M |
| 4 |
ClearBridge Investments
New York
|
-$173M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$133M |
UPS Hedge Fund Activity: Q3 2022 in Review
2,128 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2022, worth a combined $83.8B — down 12% from $95.3B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new UPS positions and 127 closed out — a net gain of 12 holders — while 964 added to existing stakes and 746 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $148M. The largest seller was T. Rowe Price Associates, cutting an estimated $346M.
- 2,128 institutional investors held United Parcel Service (UPS) as of Q3 2022, down from 2,148 in Q2 2022.
- Funds reported $83.8B of United Parcel Service stock for Q3 2022, down 12% quarter-over-quarter.
- 139 funds opened new United Parcel Service positions in Q3 2022 and 127 closed out, a net change of +12 holders.
- The largest United Parcel Service buyer in Q3 2022 was First Trust Advisors, an estimated $148M added.
- The largest United Parcel Service seller in Q3 2022 was T. Rowe Price Associates, an estimated $346M sold.
Based on aggregated 13F filings for Q3 2022.