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United Parcel Service
UPS

Overview Fund Activity

2,236 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 950 reducing their positions, and 149 closing their positions.

Holders
2,236
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.27%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
950
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$865M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Franklin Resources
3
Franklin Resources
California
$1.39B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.54B
2
Bank of America
2
Bank of America
North Carolina
$2.48B
3
BlackRock
3
BlackRock
New York
$9.73B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$51.9M
5
Amundi
5
Amundi
France
$454M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12B 67,002,251 -313,276 -0.5%
BlackRock
2
BlackRock
New York
$9.73B 54,271,942 -1,334,817 -2%
State Street
3
State Street
Massachusetts
$5.08B 28,354,781 +357,974 +1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.97B 22,139,549 +1,477,756 +7%
Charles Schwab
5
Charles Schwab
California
$2.72B 15,260,626 +317,010 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.54B 14,147,768 -3,393,177 -19%
Bank of America
7
Bank of America
North Carolina
$2.48B 13,842,135 -3,383,384 -20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.43B 13,590,985 +388,258 +3%
Ameriprise
9
Ameriprise
Minnesota
$1.54B 8,620,440 -435,142 -5%
Northern Trust
10
Northern Trust
Illinois
$1.5B 8,380,456 -708,712 -8%
Franklin Resources
11
Franklin Resources
California
$1.39B 7,740,369 +1,457,070 +23%
Wells Fargo
12
Wells Fargo
California
$1.34B 7,487,933 -297,950 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.32B 7,345,327 -228,294 -3%
Norges Bank
14
Norges Bank
Norway
$1.31B 7,311,205 -189,599 -3%
Morgan Stanley
15
Morgan Stanley
New York
$1.31B 7,287,814 -188,234 -3%
Invesco
16
Invesco
Georgia
$1.27B 7,100,544 -1,011,558 -12%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$1.16B 6,457,092 -893,703 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.13B 6,314,048 -165,271 -3%
ClearBridge Investments
19
ClearBridge Investments
New York
$1.1B 6,150,338 -587,227 -9%
UBS Group
20
UBS Group
Switzerland
$956M 5,332,198 -242,395 -4%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$921M 5,137,689 -810,626 -14%
Capital Research Global Investors
22
Capital Research Global Investors
California
$865M 4,825,039 +2,295,588 +91%
Capital World Investors
23
Capital World Investors
California
$829M 4,623,260 +275 +0%
Legal & General Group
24
Legal & General Group
United Kingdom
$814M 4,543,859 +124,502 +3%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$717M 3,998,489 -158,698 -4%
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