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United Parcel Service
UPS

Overview Fund Activity

2,197 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 978 increasing their positions, 836 reducing their positions, and 168 closing their positions.

Holders
2,197
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.85%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
978
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.82B
2
UBS Group
2
UBS Group
Switzerland
$923M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5B
4
SPC
4
Spirepoint Private Client
Florida
$161M
5
Bank of America
5
Bank of America
North Carolina
$2.05B

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.07B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.43B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$70.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.43B 63,456,145 -3,762,569 -6%
BlackRock
2
BlackRock
New York
$8.09B 54,434,204 +149,425 +0.3%
State Street
3
State Street
Massachusetts
$4.31B 28,997,523 +799,321 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.85B 25,936,272 +417,259 +2%
Charles Schwab
5
Charles Schwab
California
$2.82B 19,091,280 +3,261,976 +21%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.81B 18,933,509 +780,609 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.17B 14,622,282 +482,470 +3%
Bank of America
8
Bank of America
North Carolina
$2.05B 13,769,716 +931,946 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.53B 10,277,424 +581,984 +6%
Ameriprise
10
Ameriprise
Minnesota
$1.5B 10,061,351 +1,173,675 +13%
Franklin Resources
11
Franklin Resources
California
$1.49B 10,025,459 +418,404 +4%
Norges Bank
12
Norges Bank
Norway
$1.12B 7,504,734 +328,483 +5%
Northern Trust
13
Northern Trust
Illinois
$1.11B 7,447,490 -291,423 -4%
Morgan Stanley
14
Morgan Stanley
New York
$1.07B 7,169,501 -7,497,065 -51%
Wells Fargo
15
Wells Fargo
California
$1.07B 7,169,276 +277,482 +4%
ClearBridge Investments
16
ClearBridge Investments
New York
$992M 6,671,306 +406,248 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$962M 6,470,286 -234,244 -3%
Invesco
18
Invesco
Georgia
$941M 6,333,958 +473,779 +8%
UBS Group
19
UBS Group
Switzerland
$923M 6,208,415 +1,522,037 +32%
Goldman Sachs
20
Goldman Sachs
New York
$822M 5,530,487 +767,825 +16%
Legal & General Group
21
Legal & General Group
United Kingdom
$671M 4,512,210 -12,216 -0.3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$611M 4,113,870 +101,349 +3%
American Century Companies
23
American Century Companies
Missouri
$558M 3,750,938 +568,338 +18%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$557M 3,746,604 +45,292 +1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$547M 3,680,732 +4,291 +0.1%
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