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United Parcel Service
UPS

Overview Fund Activity

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.18B
2
AWA
2
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.34B
4
Barclays
4
Barclays
United Kingdom
$286M
5
AI
5
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$551M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
3
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.7B 67,566,426 +467,405 +0.7%
BlackRock
2
BlackRock
New York
$10.1B 57,902,121 -88,885 -0.2%
State Street
3
State Street
Massachusetts
$4.95B 28,482,886 +255,945 +0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.18B 24,038,277 +3,376,166 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.25B 18,669,538 -1,337,358 -7%
Bank of America
6
Bank of America
North Carolina
$2.85B 16,374,681 -267,371 -2%
AWA
7
Arete Wealth Advisors
Illinois
$2.5B 14,379 +2,675 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.22B 12,787,793 +255,287 +2%
Ameriprise
9
Ameriprise
Minnesota
$1.73B 9,976,571 +155,095 +2%
Northern Trust
10
Northern Trust
Illinois
$1.58B 9,105,744 -158,337 -2%
Invesco
11
Invesco
Georgia
$1.38B 7,918,728 +137,346 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.36B 7,828,307 -1,201,158 -13%
Morgan Stanley
13
Morgan Stanley
New York
$1.34B 7,730,090 +1,949,775 +34%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.32B 7,578,342 -88,947 -1%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.31B 7,563,071 -793,274 -9%
Wells Fargo
16
Wells Fargo
California
$1.3B 7,487,315 -13,283 -0.2%
Norges Bank
17
Norges Bank
Norway
$1.26B 7,222,866 +590,952 +9%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$1.21B 6,975,088 -5,913,882 -46%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.15B 6,623,848 +335,913 +5%
Franklin Resources
20
Franklin Resources
California
$1.14B 6,529,088 +148,213 +2%
Capital World Investors
21
Capital World Investors
California
$988M 5,680,979 -655 -0%
UBS Group
22
UBS Group
Switzerland
$981M 5,644,075 +332,054 +6%
Charles Schwab
23
Charles Schwab
California
$821M 4,809,230 +94,317 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$775M 4,460,416 -260,109 -6%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$756M 4,351,489 -118,271 -3%
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