We are live on ! Find out more

1,512 hedge funds and large institutions have $31.7B invested in FedEx in 2022 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 462 increasing their positions, 651 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 130

12% more capital invested

Capital invested by funds: $28.2B → $31.7B (+$3.51B)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 1,4641,512 (+48)

0.11% less ownership

Funds ownership: 73.28%73.17% (-0.11%)

29% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 651

29% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.02B

Holders
1,512
Holders Change
+48
Holders Change %
+3.28%
% of All Funds
24.3%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.34%
New
206
Increased
462
Reduced
651
Closed
130
Calls
$1.44B
Puts
$2.02B
Net Calls
-$587M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
801
K.J. Harrison & Partners
Ontario, Canada
$734K
CWM
802
Curi Wealth Management
North Carolina
$733K -$19.6K -118 -3%
CW
803
Connectus Wealth
Ohio
$731K -$8.14K -49 -1%
HT
804
Heritage Trust
Oklahoma
$727K -$1.66K -10 -0.2%
HIC
805
Holderness Investments Company
North Carolina
$722K -$16.6K -100 -2%
VIM
806
VELA Investment Management
Ohio
$721K
BCPWM
807
Bradley & Co Private Wealth Management
Florida
$720K -$13.1K -79 -2%
LT
808
Legacy Trust
Michigan
$717K +$688K +4,138 New
DFC
809
DB Fitzpatrick & Co
Idaho
$716K -$85.9K -517 -11%
WCA
810
Westover Capital Advisors
Delaware
$714K -$7.81K -47 -1%
DWT
811
Dorsey & Whitney Trust
South Dakota
$708K +$9.8K +59 +1%
BCM
812
Brookstone Capital Management
Illinois
$707K -$60.2K -362 -9%
FFP
813
FourThought Financial Partners
Florida
$705K +$676K +4,069 New
PWM
814
Perigon Wealth Management
California
$704K +$122K +732 +22%
FWCM
815
Ferguson Wellman Capital Management
Oregon
$702K -$93.1K -560 -12%
SIMG
816
Sonora Investment Management Group
Arizona
$699K -$75.8K -456 -10%
IA
817
Insight Advisors
Pennsylvania
$694K +$134K +807 +26%
LFM
818
Lumina Fund Management
New York
$693K
Capstone Investment Advisors
819
Capstone Investment Advisors
New York
$693K -$480K -2,887 -42%
PSC
820
Portman Square Capital
United Kingdom
$693K +$665K +4,000 New
NHC
821
Nicholas Hoffman & Company
Georgia
$687K
HPC
822
HM Payson & Co
Maine
$682K -$104K -625 -14%
BWP
823
Baldwin Wealth Partners
Massachusetts
$682K +$654K +3,936 New
TMAM
824
Tokio Marine Asset Management
Japan
$681K -$4.99K -30 -0.8%
CS
825
Capital Square
Tennessee
$677K -$394K -2,370 -38%

FDX Hedge Fund Activity: Q4 2022 in Review

1,512 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2022, worth a combined $31.7B — up 12% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new FDX positions and 130 closed out — a net gain of 76 holders — while 462 added to existing stakes and 651 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $194M. The largest seller was JP Morgan Chase, cutting an estimated $315M.

  • 1,512 institutional investors held FedEx (FDX) as of Q4 2022, up from 1,464 in Q3 2022.
  • Funds reported $31.7B of FedEx stock for Q4 2022, up 12% quarter-over-quarter.
  • 206 funds opened new FedEx positions in Q4 2022 and 130 closed out, a net change of +76 holders.
  • The largest FedEx buyer in Q4 2022 was International Assets Investment Management, an estimated $194M added.
  • The largest FedEx seller in Q4 2022 was JP Morgan Chase, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2022.