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1,668 hedge funds and large institutions have $46.6B invested in FedEx in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 536 increasing their positions, 679 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

8% more capital invested

Capital invested by funds: $43.1B → $46.6B (+$3.49B)

4% more funds holding

Funds holding: 1,6061,668 (+62)

0.41% less ownership

Funds ownership: 75.34%74.93% (-0.41%)

18% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $2.39B

21% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 679

Holders
1,668
Holders Change
+62
Holders Change %
+3.86%
% of All Funds
26.19%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.94%
New
158
Increased
536
Reduced
679
Closed
87
Calls
$1.97B
Puts
$2.39B
Net Calls
-$423M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
226
Polaris Wealth Advisory Group
California
$16.2M -$2.43M -10,597 -14%
DnB Asset Management
227
DnB Asset Management
Norway
$16.2M -$1.45M -6,342 -9%
DC
228
Davenport & Co
Virginia
$16M +$15.6K +68 +0.1%
Aviva
229
Aviva
United Kingdom
$15.9M +$1.21M +5,275 +9%
BSA
230
Braun Stacey Associates
New York
$15.7M +$14.5M +63,281 New
Creative Planning
231
Creative Planning
Kansas
$15.6M +$756K +3,303 +6%
ACM
232
Aquatic Capital Management
Illinois
$15.6M +$4.05M +17,700 +39%
MNG
233
Manning & Napier Group
New York
$15.4M +$14.2M +62,106 New
State of Tennessee, Department of Treasury
234
State of Tennessee, Department of Treasury
Tennessee
$15.3M -$4.53M -19,782 -24%
LI
235
LMCG Investments
Massachusetts
$15.3M +$229K +1,002 +2%
AB
236
Amalgamated Bank
New York
$15.3M +$93.1K +407 +0.7%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$15.2M -$382K -1,668 -3%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$15.2M -$359K -1,570 -3%
Verition Fund Management
239
Verition Fund Management
Connecticut
$15.1M -$1.47M -6,413 -10%
Wellington Management Group
240
Wellington Management Group
Massachusetts
$15M -$43.7M -191,033 -76%
AIG
241
American International Group
New York
$15M -$31.4K -137 -0.2%
NIG
242
NFJ Investment Group
Texas
$14.9M -$26.3M -114,951 -66%
William Blair & Company
243
William Blair & Company
Illinois
$14.9M -$394K -1,721 -3%
UIM
244
USS Investment Management
United Kingdom
$14.9M +$380K +1,659 +3%
MWM
245
Moran Wealth Management
Florida
$14.8M -$76.9K -336 -0.6%
CWM
246
Cabot Wealth Management
Massachusetts
$14.7M +$42.1K +184 +0.3%
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$14.6M +$11K +48 +0.1%
MIM
248
MetLife Investment Management
New Jersey
$14.6M -$287K -1,252 -2%
FVCM
249
F&V Capital Management
Florida
$14.5M -$2.29K -10 -0%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$14.4M -$1.17M -5,091 -8%

FDX Hedge Fund Activity: Q2 2023 in Review

1,668 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2023, worth a combined $46.6B — up 8.1% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new FDX positions and 87 closed out — a net gain of 71 holders — while 536 added to existing stakes and 679 trimmed.

The largest buyer was DZ Bank, adding an estimated $613M. The largest seller was Dodge & Cox, cutting an estimated $465M.

  • 1,668 institutional investors held FedEx (FDX) as of Q2 2023, up from 1,606 in Q1 2023.
  • Funds reported $46.6B of FedEx stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 158 funds opened new FedEx positions in Q2 2023 and 87 closed out, a net change of +71 holders.
  • The largest FedEx buyer in Q2 2023 was DZ Bank, an estimated $613M added.
  • The largest FedEx seller in Q2 2023 was Dodge & Cox, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2023.