We are live on ! Find out more

1,668 hedge funds and large institutions have $46.6B invested in FedEx in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 536 increasing their positions, 679 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

8% more capital invested

Capital invested by funds: $43.1B → $46.6B (+$3.49B)

4% more funds holding

Funds holding: 1,6061,668 (+62)

0.41% less ownership

Funds ownership: 75.34%74.93% (-0.41%)

18% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $2.39B

21% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 679

Holders
1,668
Holders Change
+62
Holders Change %
+3.86%
% of All Funds
26.19%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.94%
New
158
Increased
536
Reduced
679
Closed
87
Calls
$1.97B
Puts
$2.39B
Net Calls
-$423M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
WA1
851
Wimmer Associates 1
California
$945K
TCM
852
TD Capital Management
Tennessee
$944K +$1.37K +6 +0.2%
BWP
853
Baldwin Wealth Partners
Massachusetts
$942K -$13.7K -60 -2%
SDWIA
854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$937K +$167K +729 +24%
NHC
855
Nicholas Hoffman & Company
Georgia
$932K -$32K -140 -4%
LT
856
Legacy Trust
Michigan
$932K -$51.9K -227 -6%
SAF
857
Smith Anglin Financial
Texas
$926K +$489K +2,135 +133%
CWM
858
Circle Wealth Management
New Jersey
$923K +$3.43K +15 +0.4%
SMH
859
Sanders Morris Harris
Texas
$916K +$847K +3,700 New
FFG
860
Fortem Financial Group
California
$912K -$50.6K -221 -6%
MWM
861
Mission Wealth Management
California
$911K +$50.8K +222 +6%
MLA
862
MB, Levis & Associates
Pennsylvania
$902K +$3.43K +15 +0.4%
GSEP
863
Golden State Equity Partners
California
$899K -$84.2K -368 -9%
CC
864
Courier Capital
New York
$897K +$8.01K +35 +1%
LC
865
LCNB Corp
Ohio
$891K -$60.6K -265 -7%
NAMP
866
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$890K +$5.72K +25 +0.7%
CL
867
Choreo LLC
Illinois
$890K -$5.95K -26 -0.7%
EAM
868
EFG Asset Management
Oregon
$889K -$387K -1,692 -32%
TCOV
869
Trust Company of Vermont
Vermont
$888K +$151K +661 +23%
AWC
870
Abundance Wealth Counselors
Pennsylvania
$886K +$21.3K +93 +3%
LA
871
Lakeside Advisors
Washington
$883K +$229 +1 +0%
HSA
872
HBK Sorce Advisory
Pennsylvania
$883K +$10.5K +46 +1%
DFC
873
DB Fitzpatrick & Co
Idaho
$882K -$235K -1,027 -22%
WAM
874
WealthTrust Asset Management
Florida
$879K +$812K +3,547 New
SIP
875
Scott Investment Partners
United Kingdom
$868K

FDX Hedge Fund Activity: Q2 2023 in Review

1,668 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2023, worth a combined $46.6B — up 8.1% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new FDX positions and 87 closed out — a net gain of 71 holders — while 536 added to existing stakes and 679 trimmed.

The largest buyer was DZ Bank, adding an estimated $613M. The largest seller was Dodge & Cox, cutting an estimated $465M.

  • 1,668 institutional investors held FedEx (FDX) as of Q2 2023, up from 1,606 in Q1 2023.
  • Funds reported $46.6B of FedEx stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 158 funds opened new FedEx positions in Q2 2023 and 87 closed out, a net change of +71 holders.
  • The largest FedEx buyer in Q2 2023 was DZ Bank, an estimated $613M added.
  • The largest FedEx seller in Q2 2023 was Dodge & Cox, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2023.