We are live on ! Find out more

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
HSA
901
HBK Sorce Advisory
Pennsylvania
$862K -$24.6K -97 -3%
CIAS
902
Capital Investment Advisory Services
North Carolina
$858K -$412K -1,620 -32%
KWM
903
Kingsview Wealth Management
Oregon
$854K -$86.4K -340 -9%
FM
904
Foster & Motley
Ohio
$854K -$13.2K -52 -2%
BMC
905
Beaton Management Company
Massachusetts
$854K
SIA
906
Strategic Investment Advisors
Michigan
$848K +$2.79K +11 +0.3%
KWM
907
Keating Wealth Management
Colorado
$848K +$852K +3,353 New
ONB
908
Old National Bancorp
Indiana
$848K +$30.5K +120 +4%
PI
909
PFG Investments
New York
$840K +$52.8K +208 +7%
PA
910
Profund Advisors
Maryland
$833K +$163K +643 +24%
BG
911
Bollard Group
Massachusetts
$831K +$3.81K +15 +0.5%
RCM
912
Ratan Capital Management
Florida
$830K -$4.15M -16,320 -83%
SLI
913
Sumitomo Life Insurance
Japan
$826K -$43.2K -170 -5%
EWM
914
Evercore Wealth Management
New York
$826K +$118K +463 +17%
NIM
915
NEOS Investment Management
Connecticut
$824K +$260K +1,023 +46%
AWM
916
Allen Wealth Management
North Carolina
$821K +$824K +3,245 New
LFG
917
Larson Financial Group
Missouri
$815K +$427K +1,682 +109%
JWCA
918
J.W. Cole Advisors
Florida
$810K +$511K +2,010 +169%
CM
919
CastleKnight Management
New York
$810K +$813K +3,200 New
BHB
920
Bank Hapoalim BM
Israel
$794K -$126K -495 -14%
SMH
921
Sanders Morris Harris
Texas
$794K -$127K -500 -14%
AL
922
Aspiriant LLC
California
$791K +$17.5K +69 +2%
GFS
923
GYL Financial Synergies
Connecticut
$790K +$15.5K +61 +2%
WA
924
WBH Advisory
Maryland
$788K -$2.54K -10 -0.3%
DCM
925
Davis Capital Management
Florida
$787K +$790K +3,110 New

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.