Question 1

Which hedge funds and institutional investors hold UPS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for UPS shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for UPS whale holdings?

Accepted Answer

Conviction level reflects how significant UPS is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to UPS, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for UPS?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about UPS?

Accepted Answer

QoQ changes for UPS show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	32.6M	$3.2B	0.1%	$2896.4B
Arrowstreet	3.4M	$334.3M	0.2%	$184.8B
Capital World	3.0M	$291.8M	0.0%	$732.9B
Citadel	2.7M	$263.3M	0.0%	$618.5B
Geode Capital	2.4M	$233.5M	0.0%	$1607.5B
Citadel	2.3M	$221.9M	0.0%	$618.5B
PRIMECAP	2.1M	$211.1M	0.2%	$127.0B
American Century	2.0M	$192.8M	0.1%	$194.3B
Artisan Partners	1.4M	$139.4M	0.2%	$62.3B
Renaissance Tech	1.2M	$121.5M	0.2%	$63.9B
Millennium	988.4K	$97.2M	0.0%	$240.3B
Millennium	749.1K	$73.7M	0.0%	$240.3B
Sound Shore	728.1K	$71.6M	2.4%	$3.0B
DE Shaw	674.2K	$66.3M	0.0%	$166.3B
Adage Capital	592.0K	$58.2M	0.1%	$64.8B
BlackRock	570.5K	$56.1M	0.0%	$5723.5B
Hotchkis & Wiley	565.0K	$55.6M	0.2%	$32.4B
DE Shaw	494.8K	$48.7M	0.0%	$166.3B
DFA	486.3K	$47.8M	0.0%	$481.4B
Citadel	472.1K	$46.4M	0.0%	$618.5B
GMO	461.0K	$45.4M	0.1%	$39.1B
Marshall Wace	459.3K	$45.2M	0.0%	$100.4B
Point72	401.8K	$39.5M	0.1%	$78.1B
DE Shaw	396.7K	$39.0M	0.0%	$166.3B
Epoch	315.9K	$31.1M	0.2%	$16.5B
Gotham Asset	277.1K	$27.3M	0.1%	$32.7B
Tudor	253.0K	$24.9M	0.0%	$53.9B
Two Sigma	178.6K	$17.6M	0.0%	$123.9B
Millennium	176.5K	$17.4M	0.0%	$240.3B
Man Group	167.4K	$16.5M	0.0%	$55.1B
Point72	154.6K	$15.2M	0.0%	$78.1B
WorldQuant	143.1K	$14.1M	0.1%	$25.9B
Wellington	103.9K	$10.2M	0.0%	$535.5B
Man Group	101.0K	$9.9M	0.0%	$55.1B
Man Group	101.0K	$9.9M	0.0%	$55.1B
Fisher Investments	68.0K	$6.7M	0.0%	$294.9B
Tudor	53.4K	$5.3M	0.0%	$53.9B
Pentwater	45.0K	$4.4M	0.0%	$19.3B
Franklin Templeton	39.2K	$3.9M	0.0%	$408.3B
Point72	33.4K	$3.3M	0.0%	$78.1B
Brevan Howard	31.6K	$3.1M	0.0%	$11.3B
Fidelity (FMR)	24.1K	$2.4M	0.0%	$1898.4B
Northern Trust	21.2K	$2.1M	0.0%	$756.6B
Two Sigma	19.6K	$1.9M	0.0%	$123.9B
Tweedy Browne	15.5K	$1.5M	0.1%	$1.3B
Cascade (Gates)	13.9K	$1.4M	0.8%	$168.9M
Balyasny	12.9K	$1.3M	0.0%	$77.1B
Bridgewater	9.5K	$934K	0.0%	$22.4B
Brandes	7.6K	$751K	0.0%	$14.1B
Maverick Capital	6.9K	$679K	0.0%	$8.7B
AQR Capital	6.4K	$623K	0.0%	$218.4B
Two Sigma	3.4K	$334K	0.0%	$123.9B
Winton	3.3K	$322K	0.0%	$2.9B
ClearBridge	3.1K	$305K	0.0%	$114.9B
Neuberger Berman (Eisman)	2.7K	$262K	0.0%	$131.4B
Marshall Wace	200	$20K	—	$100.4B
Invesco	136	$13K	—	$653.3B
Kayne Anderson	94	$9K	—	$34.0B
Acadian	9.3K	$914	0.0%	$70.5M
LSV	7.0K	$689	0.0%	$46.4M

UPS

Who Holds UPS