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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
MWM
876
Mission Wealth Management
California
$956K +$36.3K +143 +4%
MWC
877
MBM Wealth Consultants
Missouri
$953K +$128K +502 +15%
TCM
878
TD Capital Management
Tennessee
$952K -$15.8K -62 -2%
GSEP
879
Golden State Equity Partners
California
$950K -$5.84K -23 -0.6%
BWM
880
Buckley Wealth Management
Nevada
$949K -$130K -510 -12%
NAMP
881
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$930K +$53.4K +210 +6%
FNBT
882
FineMark National Bank & Trust
Florida
$927K +$105K +415 +13%
MLA
883
MB, Levis & Associates
Pennsylvania
$925K +$3.3K +13 +0.4%
WWM
884
Western Wealth Management
Colorado
$925K +$84.6K +333 +10%
DFC
885
DB Fitzpatrick & Co
Idaho
$921K +$2.29K +9 +0.2%
NS
886
NBC Securities
Alabama
$918K -$267K -1,052 -22%
GIA
887
Gladstone Institutional Advisory
Florida
$917K +$273K +1,075 +42%
BLC
888
Brown, Lisle/Cummings
Rhode Island
$911K +$53.4K +210 +6%
PAM
889
Paradigm Asset Management
New York
$911K -$25.4K -100 -3%
NICM
890
Neo Ivy Capital Management
New York
$910K +$904K +3,557 +8,893%
CC
891
Courier Capital
New York
$903K +$5.59K +22 +0.6%
CT
892
Coastline Trust
Rhode Island
$898K +$412K +1,623 +84%
EWA
893
EP Wealth Advisors
California
$889K +$182K +715 +26%
AWM
894
Apollon Wealth Management
South Carolina
$881K +$91.5K +360 +12%
LC
895
LCNB Corp
Ohio
$877K -$16.5K -65 -2%
LA
896
Lakeside Advisors
Washington
$876K -$25.2K -99 -3%
AW
897
Apricus Wealth
South Carolina
$875K -$63.5K -250 -7%
VA
898
Vident Advisory
Georgia
$875K +$51.8K +204 +6%
SC
899
Scholtz & Company
Connecticut
$873K +$876K +3,450 New
SJIM
900
St. Johns Investment Management
Florida
$865K -$11.9K -47 -1%

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.