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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
NC
926
Napatree Capital
Rhode Island
$784K +$787K +3,098 New
WKWM
927
Walter & Keenan Wealth Management
Indiana
$780K
PMSA
928
Patrick M. Sweeney & Associates
Illinois
$763K +$766K +3,015 New
OCBCO
929
Oversea-Chinese Banking Corp (OCBC)
Singapore
$762K -$228K -898 -23%
DWT
930
Dorsey & Whitney Trust
South Dakota
$759K -$59.2K -233 -7%
CIA
931
Cladis Investment Advisory
Montana
$759K
AI
932
AXS Investments
New York
$759K +$762K +3,000 New
WA
933
WP Advisors
California
$758K +$3.81K +15 +0.5%
MFS
934
Mirabella Financial Services
United Kingdom
$755K -$8.06M -31,734 -91%
WJWM
935
Williams Jones Wealth Management
New York
$754K -$62.2K -245 -8%
AWM
936
Aries Wealth Management
Maine
$752K +$12.7K +50 +2%
PWMAG
937
Pinnacle Wealth Management Advisory Group
New Jersey
$747K +$85.6K +337 +13%
MCCA
938
Mill Creek Capital Advisors
Pennsylvania
$743K -$13.2K -52 -2%
SCA
939
St. Clair Advisors
Ohio
$738K
VC
940
Vicus Capital
Pennsylvania
$734K +$69.6K +274 +10%
TC
941
Telemus Capital
Michigan
$734K +$16.8K +66 +2%
Two Sigma Investments
942
Two Sigma Investments
New York
$734K
CFG
943
Cooper Financial Group
California
$733K +$63.8K +251 +9%
PSC
944
Portman Square Capital
United Kingdom
$727K +$144K +566 +25%
MOS
945
MGO One Seven
Ohio
$727K +$1.27K +5 +0.2%
CIM
946
CIM Investment Management
Pennsylvania
$724K
HCM
947
Howland Capital Management
Massachusetts
$724K +$7.62K +30 +1%
BWP
948
Baldwin Wealth Partners
Massachusetts
$721K -$241K -950 -25%
KA
949
Kintegral Advisory
New York
$721K -$4.83K -19 -0.7%
KWA
950
Kingswood Wealth Advisors
California
$720K +$260K +1,022 +56%

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.