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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
OLA
476
Oliver Luxxe Assets
New Jersey
$4.15M -$25.9K -113 -0.7%
VFA
477
Valeo Financial Advisors
Indiana
$4.12M +$97.9K +428 +3%
XF
478
XML Financial
Maryland
$4.1M +$216K +944 +6%
OBGC
479
O'Brien Greene & Co
Pennsylvania
$4.09M +$181K +791 +5%
AAS
480
Avantax Advisory Services
Texas
$4.08M +$457K +1,998 +14%
UF
481
Univest Financial
Pennsylvania
$4.04M -$641K -2,802 -15%
HIMCH
482
Hartford Investment Management Co (HIMCO)
Connecticut
$4.02M -$763K -3,333 -17%
MRCM
483
M&R Capital Management
New Jersey
$4.01M -$23.1K -101 -0.6%
AIM
484
AMI Investment Management
Indiana
$4.01M +$13K +57 +0.4%
CTA
485
Colonial Trust Advisors
South Carolina
$4M +$554K +2,421 +18%
ATC
486
Argent Trust Co
Tennessee
$4M +$625K +2,730 +20%
KP
487
Keel Point
Alabama
$3.99M -$292K -1,274 -7%
Hudson Bay Capital Management
488
Hudson Bay Capital Management
Connecticut
$3.98M -$14.7M -64,231 -80%
CWM
489
Compass Wealth Management
Connecticut
$3.92M -$90.6K -396 -2%
CA
490
Cetera Advisors
Colorado
$3.91M -$492K -2,150 -12%
AC
491
Abbrea Capital
California
$3.87M
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$3.86M -$145K -632 -4%
VPIM
493
Vanguard Personalized Indexing Management
California
$3.83M +$244K +1,067 +7%
BRWA
494
B. Riley Wealth Advisors
Florida
$3.82M -$61.1K -267 -2%
Pacer Advisors
495
Pacer Advisors
Pennsylvania
$3.8M -$275K -1,203 -7%
SFS
496
Sowell Financial Services
Arkansas
$3.77M +$1.03M +4,499 +42%
BCM
497
Birmingham Capital Management
Alabama
$3.74M -$246K -1,075 -7%
CPC
498
Consolidated Planning Corp
Georgia
$3.73M +$3.44M +15,041 New
ERIC
499
Eagle Rock Investment Company
Georgia
$3.72M -$41.4K -181 -1%
UCFA
500
United Capital Financial Advisors
Texas
$3.72M -$213K -929 -6%

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.