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1,742 hedge funds and large institutions have $49B invested in FedEx in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 627 increasing their positions, 620 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 116

4% more funds holding

Funds holding: 1,6731,742 (+69)

1.48% more ownership

Funds ownership: 76.12%77.61% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 620

3% less capital invested

Capital invested by funds: $50.7B → $49B (-$1.74B)

16% less call options, than puts

Call options by funds: $2.01B | Put options by funds: $2.39B

45% less funds holding in top 10

Funds holding in top 10: 6938 (-31)

Holders
1,742
Holders Change
+69
Holders Change %
+4.12%
% of All Funds
25.39%
Holding in Top 10
38
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-44.93%
% of All Funds
0.55%
New
214
Increased
627
Reduced
620
Closed
116
Calls
$2.01B
Puts
$2.39B
Net Calls
-$381M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
726
Kelman-Lazarov Inc
Tennessee
$1.62M -$39.1K -154 -2%
CCP
727
Cunning Capital Partners
North Carolina
$1.61M
KIA
728
KCM Investment Advisors
California
$1.6M -$15.8K -62 -1%
BSW
729
Buckingham Strategic Wealth
Missouri
$1.59M +$122K +480 +8%
B
730
Birchbrook
Maine
$1.59M +$1.59M +6,267 New
S
731
SimplyRich
California
$1.58M
BCV
732
Banque Cantonale Vaudoise
Switzerland
$1.57M -$442K -1,741 -22%
AFM
733
Abbot Financial Management
Massachusetts
$1.56M -$24.6K -97 -2%
EWA
734
Exencial Wealth Advisors
Oklahoma
$1.56M -$8.64K -34 -0.5%
WANY
735
Wealthspire Advisors (New York)
New York
$1.55M +$240K +946 +18%
SCA
736
Snowden Capital Advisors
New York
$1.55M +$90.2K +355 +6%
MYLI
737
Meiji Yasuda Life Insurance
Japan
$1.54M -$15.2K -60 -1%
EH
738
Equitable Holdings
New York
$1.54M +$192K +754 +14%
DAS
739
Dynamic Advisor Solutions
Arizona
$1.54M -$12.4K -49 -0.8%
CHP
740
Castle Hook Partners
New York
$1.53M -$33.7M -132,799 -96%
CIP
741
Convergence Investment Partners
Florida
$1.53M -$77.5K -305 -5%
TFS
742
Thoroughbred Financial Services
Tennessee
$1.53M +$30.7K +121 +2%
MSE
743
MUFG Securities EMEA
United Kingdom
$1.51M -$555K -2,186 -27%
I
744
INVST
Indiana
$1.51M -$12.4K -49 -0.8%
IAS
745
Investment Advisory Services
Texas
$1.49M -$11.7K -46 -0.8%
FI
746
FJ Investments
Utah
$1.48M +$1.48M +5,843 New
LNWWM
747
Laird Norton Wetherby Wealth Management
California
$1.48M +$12.7K +50 +0.9%
SF
748
Synovus Financial
Georgia
$1.48M -$9.65K -38 -0.6%
WA
749
WESPAC Advisors
California
$1.47M -$96.5K -380 -6%
HVP
750
Hudson Value Partners
Florida
$1.46M +$265K +1,044 +22%

FDX Hedge Fund Activity: Q4 2023 in Review

1,742 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2023, worth a combined $49B — down 3.4% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new FDX positions and 116 closed out — a net gain of 98 holders — while 627 added to existing stakes and 620 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $332M.

  • 1,742 institutional investors held FedEx (FDX) as of Q4 2023, up from 1,673 in Q3 2023.
  • Funds reported $49B of FedEx stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 214 funds opened new FedEx positions in Q4 2023 and 116 closed out, a net change of +98 holders.
  • The largest FedEx buyer in Q4 2023 was Morgan Stanley, an estimated $946M added.
  • The largest FedEx seller in Q4 2023 was Millennium Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2023.