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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
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$620K +$44.9K +270 +8%
LA
852
Lakeside Advisors
Washington
$617K -$8.14K -49 -1%
MAS
853
Meeder Advisory Services
Ohio
$610K +$586K +3,524 New
IWM
854
IHT Wealth Management
Illinois
$608K -$189K -1,136 -24%
BHIC
855
Bassett Hargrove Investment Counsel
Delaware
$607K -$6.65K -40 -1%
SIP
856
Scott Investment Partners
United Kingdom
$606K
TCM
857
TD Capital Management
Tennessee
$606K +$2.49K +15 +0.4%
BIA
858
Bigelow Investment Advisors
Maine
$602K +$166 +1 +0%
DWP
859
Daymark Wealth Partners
Ohio
$599K +$575K +3,460 New
IIM
860
InTrack Investment Management
Vermont
$597K -$212K -1,274 -27%
SJIM
861
St. Johns Investment Management
Florida
$596K -$61.3K -369 -10%
NAMP
862
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$596K +$29.1K +175 +5%
PCIA
863
Prime Capital Investment Advisors
Kansas
$595K -$2.45M -14,734 -81%
KA
864
Kovack Advisors
Florida
$593K -$17.8K -107 -3%
MLA
865
MB, Levis & Associates
Pennsylvania
$590K +$566K +3,406 New
XSC
866
X-Square Capital
Puerto Rico
$589K
CAM
867
Columbia Asset Management
Michigan
$587K +$30.1K +181 +6%
BMC
868
Beaton Management Company
Massachusetts
$585K -$16.6K -100 -3%
HFG
869
Heron Financial Group
New York
$571K +$19.1K +115 +4%
MFG
870
MidWestOne Financial Group
Iowa
$570K +$30.6K +184 +6%
SMC
871
Smith, Moore & Co
Missouri
$569K -$388K -2,333 -42%
QCM
872
Quantinno Capital Management
New York
$567K +$544K +3,273 New
SCM
873
Shapiro Capital Management
Georgia
$563K -$72.3M -435,242 -99%
Koshinski Asset Management
874
Koshinski Asset Management
Illinois
$558K -$18.9K -114 -3%
BG
875
Bollard Group
Massachusetts
$557K +$3.99K +24 +0.8%

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.