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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
HDIM
801
Hanson & Doremus Investment Management
Vermont
$1.21M -$86.1K -339 -7%
SAF
802
Smith Anglin Financial
Texas
$1.2M +$45.7K +180 +4%
SC
803
Sawyer & Company
Massachusetts
$1.2M -$121K -475 -9%
MBT
804
Montecito Bank & Trust
California
$1.19M
TH
805
TCTC Holdings
Texas
$1.19M -$121K -478 -9%
CD
806
Chapin Davis
Maryland
$1.19M +$254 +1 +0%
PS
807
Principal Securities
Iowa
$1.19M +$1.19M +4,687 New
MC
808
Martin & Co
Tennessee
$1.19M -$27.9K -110 -2%
SMC
809
Smith, Moore & Co
Missouri
$1.18M +$63.8K +251 +6%
WT
810
Whittier Trust
California
$1.18M -$11.9K -47 -1%
SW
811
SteelPeak Wealth
California
$1.18M +$42.7K +168 +4%
Axa
812
Axa
France
$1.18M +$123K +483 +12%
CHJWM
813
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.17M +$4.57K +18 +0.4%
MTIC
814
Missouri Trust & Investment Company
Missouri
$1.17M +$421K +1,659 +56%
BCM
815
Brookstone Capital Management
Illinois
$1.17M -$71.4K -281 -6%
LFAS
816
Level Four Advisory Services
Texas
$1.16M -$42.4K -167 -4%
LOIP
817
Live Oak Investment Partners
Texas
$1.15M
JWBC
818
J.W. Burns & Co
New York
$1.14M -$3.81K -15 -0.3%
PWM
819
Perigon Wealth Management
California
$1.14M +$119K +470 +12%
SAM
820
Steinberg Asset Management
New York
$1.14M
FG
821
Foster Group
Iowa
$1.14M
CL
822
Choreo LLC
Illinois
$1.13M +$225K +884 +25%
BS
823
Banco Santander
Spain
$1.13M -$71.1K -280 -6%
MMC
824
Mizuho Markets Cayman
Cayman Islands
$1.13M +$720K +2,835 +175%
FHA
825
First Horizon Advisors
Tennessee
$1.12M -$68.6K -270 -6%

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.