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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
VVP
601
Venture Visionary Partners
Ohio
$2.31M +$49.9K +218 +2%
DWM
602
Dakota Wealth Management
Florida
$2.3M +$217K +950 +11%
SWA
603
Stratos Wealth Advisors
Ohio
$2.28M +$40K +175 +2%
CDH
604
Charles D. Hyman
$2.26M -$24.5K -107 -1%
WSFS
605
Wilmington Savings Fund Society
Delaware
$2.25M -$14K -61 -0.7%
SC
606
Savant Capital
Illinois
$2.25M +$258K +1,129 +14%
GAM
607
Griffin Asset Management
New York
$2.25M -$17.2K -75 -0.8%
PBC
608
Pavion Blue Capital
California
$2.25M -$7.09K -31 -0.3%
ISL
609
Ingalls & Snyder LLC
New York
$2.23M -$26.3K -115 -1%
LOAMU
610
Lombard Odier Asset Management (USA)
New York
$2.23M +$2.06M +9,000 New
LCS
611
Levin Capital Strategies
New York
$2.23M +$229K +1,000 +13%
RCYC
612
Richard C. Young & Co
Rhode Island
$2.23M +$346K +1,510 +20%
RPSA
613
Richard P. Slaughter Associates
Texas
$2.22M -$1.83K -8 -0.1%
LCM
614
Legato Capital Management
California
$2.21M +$771K +3,367 +61%
SPC
615
Sigma Planning Corp
Michigan
$2.2M -$1.1M -4,823 -35%
API
616
Advisor Partners II
California
$2.2M +$115K +503 +6%
DLA
617
Douglas Lane & Associates
New York
$2.2M -$11.4K -50 -0.6%
EM
618
Excalibur Management
Massachusetts
$2.19M -$8.7K -38 -0.4%
CFC
619
Coyle Financial Counsel
Illinois
$2.18M -$2.98K -13 -0.1%
ACM
620
AlphaStar Capital Management
North Carolina
$2.17M -$726K -3,173 -27%
PFO
621
Pathstone Family Office
New Jersey
$2.17M +$241K +1,052 +15%
PI
622
PineBridge Investments
New York
$2.17M +$1.96M +8,562 +4,783%
RCM
623
Radnor Capital Management
Pennsylvania
$2.16M +$178K +778 +10%
PR
624
Payden & Rygel
California
$2.16M -$1.4M -6,100 -41%
BSB
625
Bangor Savings Bank
Maine
$2.14M +$37.5K +164 +2%

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.