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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
GS
826
GTS Securities
New York
$1.12M +$1.12M +4,408 New
BIM
827
Baldwin Investment Management
Pennsylvania
$1.11M +$27.9K +110 +3%
IAS
828
Insigneo Advisory Services
Florida
$1.11M +$156K +614 +16%
DA
829
Doliver Advisors
Texas
$1.1M -$28.2K -111 -2%
SIG
830
Sargent Investment Group
Maryland
$1.1M +$8.13K +32 +0.7%
RCAG
831
Rehmann Capital Advisory Group
Michigan
$1.1M -$30K -118 -3%
FDS
832
First Dallas Securities
Texas
$1.09M +$490K +1,928 +80%
SSW
833
Smith Shellnut Wilson
Mississippi
$1.09M
BHC
834
Bowen Hanes & Co
Florida
$1.09M
SACTSONJ
835
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.09M
NGA
836
Naples Global Advisors
Florida
$1.09M +$50.8K +200 +5%
MIG
837
McGuire Investment Group
Rhode Island
$1.08M
KCM
838
Kempner Capital Management
Texas
$1.08M -$1.09M -4,275 -50%
WHCI
839
W.H. Cornerstone Investments
Massachusetts
$1.08M -$28.7K -113 -3%
MAS
840
Meeder Advisory Services
Ohio
$1.08M +$54.4K +214 +5%
CW
841
Connectus Wealth
Ohio
$1.08M +$508 +2 +0%
LSA
842
Leonteq Securities AG
Switzerland
$1.07M +$379K +1,492 +55%
RCG
843
Resource Consulting Group
Florida
$1.06M +$1.07M +4,209 New
LIM
844
Leavell Investment Management
Alabama
$1.05M +$8.13K +32 +0.8%
ADBIC
845
A.D. Beadell Investment Counsel
Wisconsin
$1.05M -$36.8K -145 -3%
CWM
846
Circle Wealth Management
New Jersey
$1.05M +$104K +410 +11%
QI
847
Qtron Investments
Massachusetts
$1.04M
JCM
848
Jacobi Capital Management
Pennsylvania
$1.04M -$28.5K -112 -3%
RC
849
Roundview Capital
New Jersey
$1.04M -$55.1K -217 -5%
FWCM
850
Ferguson Wellman Capital Management
Oregon
$1.04M

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.