United Parcel Service
UPS
2,176 hedge funds and large institutions have $71B invested in United Parcel Service in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 849 increasing their positions, 926 reducing their positions, and 162 closing their positions.
11% more call options, than puts
Call options by funds: $2.34B | Put options by funds: $2.11B
8% more funds holding in top 10
Funds holding in top 10: 39 → 42 (+3)
0.44% more ownership
Funds ownership: 70.61% → 71.05% (+0.44%)
2% less first-time investments, than exits
New positions opened: 159 | Existing positions closed: 162
8% less repeat investments, than reductions
Existing positions increased: 849 | Existing positions reduced: 926
2% less funds holding
Funds holding: 2,217 → 2,176 (-41)
7% less capital invested
Capital invested by funds: $76.3B → $71B (-$5.36B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$272M |
| 2 |
Amundi
Paris,
France
|
+$260M |
| 3 |
Goldman Sachs
New York
|
+$223M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$217M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$546M |
| 2 |
ClearBridge Investments
New York
|
-$488M |
| 3 |
JP Morgan Chase
New York
|
-$314M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$166M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$148M |
UPS Hedge Fund Activity: Q2 2024 in Review
2,176 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2024, worth a combined $71B — down 7% from $76.3B a quarter earlier.
Sellers outnumbered buyers: 162 funds closed out of UPS and 159 opened new positions — a net loss of 3 holders — while 926 trimmed existing stakes and 849 added.
The largest buyer was Marshall Wace, adding an estimated $272M. The largest seller was Ameriprise, cutting an estimated $546M.
- 2,176 institutional investors held United Parcel Service (UPS) as of Q2 2024, down from 2,217 in Q1 2024.
- Funds reported $71B of United Parcel Service stock for Q2 2024, down 7% quarter-over-quarter.
- 159 funds opened new United Parcel Service positions in Q2 2024 and 162 closed out, a net change of -3 holders.
- The largest United Parcel Service buyer in Q2 2024 was Marshall Wace, an estimated $272M added.
- The largest United Parcel Service seller in Q2 2024 was Ameriprise, an estimated $546M sold.
Based on aggregated 13F filings for Q2 2024.