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United Parcel Service
UPS

Overview Fund Activity

2,244 hedge funds and large institutions have $81.8B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 788 increasing their positions, 995 reducing their positions, and 152 closing their positions.

Holders
2,244
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.9%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
788
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.31B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.01B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.29B
5
Ameriprise
5
Ameriprise
Minnesota
$1.4B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
CWP
2
Capital Wealth Planning
Florida
$832K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.52B
4
Capital World Investors
4
Capital World Investors
California
$432M
5
Bank of America
5
Bank of America
North Carolina
$2.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.6B 67,218,714 +178,394 +0.3%
BlackRock
2
BlackRock
New York
$8.54B 54,284,779 -254,054 -0.5%
State Street
3
State Street
Massachusetts
$4.43B 28,198,202 +435,381 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.01B 25,519,013 +2,614,128 +11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.85B 18,152,900 +8,475,698 +88%
Charles Schwab
6
Charles Schwab
California
$2.47B 15,829,304 -60,266 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$2.31B 14,666,566 +8,117,604 +124%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.22B 14,139,812 +300,374 +2%
Bank of America
9
Bank of America
North Carolina
$2.02B 12,837,770 -768,157 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.52B 9,695,440 -1,381,531 -12%
Franklin Resources
11
Franklin Resources
California
$1.51B 9,607,055 +980,317 +11%
Ameriprise
12
Ameriprise
Minnesota
$1.4B 8,887,676 +1,302,631 +17%
Viking Global Investors
13
Viking Global Investors
Connecticut
$1.29B 8,199,127 +1,538,643 +23%
Northern Trust
14
Northern Trust
Illinois
$1.22B 7,738,913 -673,076 -8%
Norges Bank
15
Norges Bank
Norway
$1.13B 7,176,251 -114,471 -2%
Wells Fargo
16
Wells Fargo
California
$1.08B 6,891,794 -476,464 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.05B 6,704,530 +247,936 +4%
ClearBridge Investments
18
ClearBridge Investments
New York
$985M 6,265,058 +470,053 +8%
Invesco
19
Invesco
Georgia
$921M 5,860,179 -426,228 -7%
Goldman Sachs
20
Goldman Sachs
New York
$749M 4,762,662 +686,585 +17%
UBS Group
21
UBS Group
Switzerland
$737M 4,686,378 -217,306 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$711M 4,524,426 +210,642 +5%
UBS AM
23
UBS AM
Illinois
$649M 4,126,925 +415,289 +11%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$631M 4,012,521 -320,059 -7%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$582M 3,701,312 +27,588 +0.8%
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