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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
WA
926
WP Advisors
California
$735K -$1.83K -8 -0.3%
BIA
927
BHK Investment Advisors
Alabama
$734K -$277K -1,209 -29%
EGM
928
Engineers Gate Manager
New York
$733K -$362K -1,581 -35%
AL
929
Aspiriant LLC
California
$732K +$225K +983 +50%
KA
930
Kovack Advisors
Florida
$727K -$157K -686 -19%
CIM
931
CIM Investment Management
Pennsylvania
$725K +$1.37K +6 +0.2%
AWM
932
Aries Wealth Management
Maine
$725K +$2.75K +12 +0.4%
ACIM
933
Azimuth Capital Investment Management
Michigan
$723K
SCA
934
St. Clair Advisors
Ohio
$723K +$47.6K +208 +8%
PF
935
Phoenix Financial
Israel
$723K -$278K -1,216 -29%
SEM
936
Suncoast Equity Management
Florida
$723K +$17.2K +75 +3%
FFM
937
Forum Financial Management
Illinois
$723K +$67.7K +296 +11%
TC
938
Telemus Capital
Michigan
$722K +$32.5K +142 +5%
SCM
939
Sterneck Capital Management
Missouri
$721K -$91.5K -400 -12%
Two Sigma Investments
940
Two Sigma Investments
New York
$719K +$664K +2,900 New
HCM
941
Howland Capital Management
Massachusetts
$713K -$34.3K -150 -5%
MFG
942
MidWestOne Financial Group
Iowa
$712K -$20.6K -90 -3%
KA
943
Kintegral Advisory
New York
$712K
CI
944
Cigna Investments
Connecticut
$709K +$229 +1 +0%
SCA
945
Stonebridge Capital Advisors
Minnesota
$706K -$253K -1,105 -28%
BIA
946
Bigelow Investment Advisors
Maine
$705K -$13.3K -58 -2%
MC
947
Matisse Capital
Oregon
$705K
EWM
948
Evercore Wealth Management
New York
$703K -$289K -1,263 -31%
CWS
949
Confluence Wealth Services
Pennsylvania
$702K +$337K +1,473 +108%
WPW
950
Waldron Private Wealth
Pennsylvania
$699K -$16.5K -72 -3%

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.