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FedEx
FDX

Overview Fund Activity

1,724 hedge funds and large institutions have $48.9B invested in FedEx in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 624 increasing their positions, 615 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+65
Holders Change %
+3.92%
% of All Funds
25.27%
Holding in Top 10
38
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-44.12%
% of All Funds
0.56%
New
210
Increased
624
Reduced
615
Closed
116
Calls
$2.01B
Puts
$2.39B
Net Calls
-$381M
Net Calls Change
-$218M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$942M
2
Capital International Investors
Capital International Investors
California
+$223M
3
PI
Putnam Investments
Massachusetts
+$202M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$155M
5
State Street
State Street
Massachusetts
+$142M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$330M
2
DZ Bank
DZ Bank
Germany
-$228M
3
Dodge & Cox
Dodge & Cox
California
-$227M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$187M
5
BlackRock
BlackRock
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
926
Williams Jones Wealth Management
New York
$754K -$62K -245 -8%
AWM
927
Aries Wealth Management
Maine
$752K +$12.6K +50 +2%
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
$747K +$85.3K +337 +13%
MCCA
929
Mill Creek Capital Advisors
Pennsylvania
$743K -$13.2K -52 -2%
SCA
930
St. Clair Advisors
Ohio
$738K – – –
VC
931
Vicus Capital
Pennsylvania
$734K +$69.3K +274 +10%
TC
932
Telemus Capital
Michigan
$734K +$16.7K +66 +2%
Two Sigma Investments
933
Two Sigma Investments
New York
$734K – – –
CFG
934
Cooper Financial Group
California
$733K +$63.5K +251 +9%
PSC
935
Portman Square Capital
United Kingdom
$727K +$143K +566 +25%
MOS
936
MGO One Seven
Ohio
$727K +$1.27K +5 +0.2%
CIM
937
CIM Investment Management
Pennsylvania
$724K – – –
HCM
938
Howland Capital Management
Massachusetts
$724K +$7.63K +30 +1%
BWP
939
Baldwin Wealth Partners
Massachusetts
$721K -$240K -950 -25%
KA
940
Kintegral Advisory
New York
$721K -$4.83K -19 -0.7%
KWA
941
Kingswood Wealth Advisors
California
$720K +$259K +1,022 +56%
MC
942
Matisse Capital
Oregon
$719K – – –
WIM
943
WealthPlan Investment Management
Nebraska
$717K -$24.5K -97 -3%
NW
944
NewEdge Wealth
Pennsylvania
$715K +$142K +561 +25%
ACIM
945
Azimuth Capital Investment Management
Michigan
$713K – – –
SG
946
StoneX Group
New York
$711K +$78.6K +309 +12%
LT
947
Legacy Trust
Michigan
$705K -$13.7K -54 -2%
EB
948
Exchange Bank
California
$705K – – –
BCPWM
949
Bradley & Co Private Wealth Management
Florida
$700K -$139K -550 -17%
SP
950
Symmetry Partners
Connecticut
$699K – – –
36 37
38
39 40