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United Parcel Service
UPS

Overview Fund Activity

2,246 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 973 increasing their positions, 790 reducing their positions, and 96 closing their positions.

Holders
2,246
Holders Change
+28
Holders Change %
+1.26%
% of All Funds
35.95%
Holding in Top 10
108
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.26%
% of All Funds
1.73%
New
179
Increased
973
Reduced
790
Closed
96
Calls
$1.85B
Puts
$1.44B
Net Calls
+$402M
Net Calls Change
+$413M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.88B
2
CWP
2
Capital Wealth Planning
Florida
$255M
3
Bank of America
3
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$491M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
3
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
5
Capital International Investors
California
$290M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B 67,315,527 -250,899 -0.4%
BlackRock
2
BlackRock
New York
$10.8B 55,606,759 -2,295,362 -4%
State Street
3
State Street
Massachusetts
$5.43B 27,996,807 -486,079 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.01B 20,661,793 -3,376,484 -14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.4B 17,540,945 -1,128,593 -6%
Bank of America
6
Bank of America
North Carolina
$3.34B 17,225,519 +850,838 +5%
Charles Schwab
7
Charles Schwab
California
$2.88B 14,943,616 +10,134,386 +211%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.56B 13,202,727 +414,934 +3%
Northern Trust
9
Northern Trust
Illinois
$1.76B 9,089,168 -16,576 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$1.76B 9,055,582 -920,989 -9%
Invesco
11
Invesco
Georgia
$1.57B 8,112,102 +193,374 +2%
Wells Fargo
12
Wells Fargo
California
$1.51B 7,785,883 +298,568 +4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.47B 7,573,621 -4,721 -0.1%
Norges Bank
14
Norges Bank
Norway
$1.46B 7,500,804 +277,938 +4%
Morgan Stanley
15
Morgan Stanley
New York
$1.45B 7,476,048 -254,042 -3%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$1.43B 7,350,795 +375,707 +5%
ClearBridge Investments
17
ClearBridge Investments
New York
$1.31B 6,737,565 -825,506 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.26B 6,479,319 -144,529 -2%
Franklin Resources
19
Franklin Resources
California
$1.22B 6,283,299 -245,789 -4%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.15B 5,948,315 -1,879,992 -24%
UBS Group
21
UBS Group
Switzerland
$1.08B 5,574,593 -69,482 -1%
Capital World Investors
22
Capital World Investors
California
$897M 4,622,985 -1,057,994 -19%
Legal & General Group
23
Legal & General Group
United Kingdom
$857M 4,419,357 -41,059 -0.9%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$806M 4,157,187 -194,302 -4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$697M 3,593,591 -394,016 -10%
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