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1,747 hedge funds and large institutions have $54.5B invested in FedEx in 2024 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 575 increasing their positions, 719 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

23% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 135

11% more capital invested

Capital invested by funds: $49B → $54.5B (+$5.54B)

0% more funds holding

Funds holding: 1,7421,747 (+5)

1.01% less ownership

Funds ownership: 77.61%76.6% (-1%)

13% less call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.66B

20% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 719

Holders
1,747
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
25.16%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.71%
New
166
Increased
575
Reduced
719
Closed
135
Calls
$2.31B
Puts
$2.66B
Net Calls
-$350M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
401
Rafferty Asset Management
New York
$6.67M +$95.3K +381 +2%
CFG
402
Cambridge Financial Group
Ohio
$6.67M +$78.8K +315 +1%
WTFG
403
Wells Trecaso Financial Group
Ohio
$6.47M +$106K +425 +2%
RB
404
Rodgers Brothers
Pennsylvania
$6.4M -$50K -200 -0.9%
GVAG
405
Great Valley Advisor Group
Delaware
$6.38M +$4.83M +19,323 +715%
EMPI
406
Elo Mutual Pension Insurance
Finland
$6.29M +$210K +838 +4%
TA
407
Tectonic Advisors
Texas
$6.28M +$215K +860 +4%
TCM
408
Telos Capital Management
California
$6.26M +$910K +3,637 +20%
CB
409
Commerce Bank
Missouri
$6.22M -$8.51K -34 -0.2%
AWM
410
Axxcess Wealth Management
California
$6.2M -$134K -537 -2%
LWP
411
LMG Wealth Partners
Louisiana
$6.11M +$168K +671 +3%
YIH
412
Y-Intercept (HK)
Hong Kong
$6.1M +$5.01M +20,011 +1,943%
BB
413
Busey Bank
Illinois
$6.03M +$286K +1,144 +6%
OAM
414
Oak Asset Management
California
$5.98M -$3K -12 -0.1%
TI
415
tru Independence
Oregon
$5.94M -$150K -600 -3%
FNFDCM
416
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.93M -$53.5K -214 -1%
SIC
417
Salem Investment Counselors
North Carolina
$5.9M +$269K +1,075 +6%
MIC
418
Meridian Investment Counsel
California
$5.89M -$96.8K -387 -2%
MMA
419
Miracle Mile Advisors
California
$5.88M -$28.5K -114 -0.6%
CTA
420
Colonial Trust Advisors
South Carolina
$5.88M +$315K +1,261 +7%
DKCM
421
Davidson Kempner Capital Management
New York
$5.79M +$375K +1,500 +8%
SGI
422
Summit Global Investments
Utah
$5.73M +$1.79M +7,139 +57%
GIBU
423
Gulf International Bank (UK)
United Kingdom
$5.71M +$28K +112 +0.6%
OPERF
424
Oregon Public Employees Retirement Fund
Oregon
$5.7M -$8.87M -35,462 -64%
WB
425
WesBanco Bank
West Virginia
$5.69M +$417K +1,667 +9%

FDX Hedge Fund Activity: Q1 2024 in Review

1,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2024, worth a combined $54.5B — up 11% from $49B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new FDX positions and 135 closed out — a net gain of 31 holders — while 575 added to existing stakes and 719 trimmed.

The largest buyer was Franklin Resources, adding an estimated $739M. The largest seller was Morgan Stanley, cutting an estimated $936M.

  • 1,747 institutional investors held FedEx (FDX) as of Q1 2024, up from 1,742 in Q4 2023.
  • Funds reported $54.5B of FedEx stock for Q1 2024, up 11% quarter-over-quarter.
  • 166 funds opened new FedEx positions in Q1 2024 and 135 closed out, a net change of +31 holders.
  • The largest FedEx buyer in Q1 2024 was Franklin Resources, an estimated $739M added.
  • The largest FedEx seller in Q1 2024 was Morgan Stanley, an estimated $936M sold.

Based on aggregated 13F filings for Q1 2024.