United Parcel Service
2,290 hedge funds and large institutions have $64.8B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 788 increasing their positions, 959 reducing their positions, and 146 closing their positions.
114% more first-time investments, than exits
New positions opened: 312 | Existing positions closed: 146
19% more funds holding in top 10
Funds holding in top 10: 36 → 43 (+7)
6% more funds holding
Funds holding: 2,163 → 2,290 (+127)
4% more call options, than puts
Call options by funds: $1.98B | Put options by funds: $1.9B
0.24% more ownership
Funds ownership: 70.03% → 70.28% (+0.24%)
7% less capital invested
Capital invested by funds: $69.8B → $64.8B (-$5.04B)
18% less repeat investments, than reductions
Existing positions increased: 788 | Existing positions reduced: 959
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$195M |
| 2 |
VanEck Associates
New York
|
+$181M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$176M |
| 4 |
Amundi
Paris,
France
|
+$168M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$515M |
| 2 |
BlackRock
New York
|
-$272M |
| 3 |
Bank of New York Mellon
New York
|
-$193M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$187M |
| 5 |
JP Morgan Chase
New York
|
-$177M |
UPS Hedge Fund Activity: Q4 2024 in Review
2,290 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2024, worth a combined $64.8B — down 7.2% from $69.8B a quarter earlier.
Buyers outnumbered sellers: 312 funds opened new UPS positions and 146 closed out — a net gain of 166 holders — while 788 added to existing stakes and 959 trimmed.
The largest buyer was Franklin Resources, adding an estimated $195M. The largest seller was Goldman Sachs, cutting an estimated $515M.
- 2,290 institutional investors held United Parcel Service (UPS) as of Q4 2024, up from 2,163 in Q3 2024.
- Funds reported $64.8B of United Parcel Service stock for Q4 2024, down 7.2% quarter-over-quarter.
- 312 funds opened new United Parcel Service positions in Q4 2024 and 146 closed out, a net change of +166 holders.
- The largest United Parcel Service buyer in Q4 2024 was Franklin Resources, an estimated $195M added.
- The largest United Parcel Service seller in Q4 2024 was Goldman Sachs, an estimated $515M sold.
Based on aggregated 13F filings for Q4 2024.