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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
MC
951
Matisse Capital
Oregon
$719K
WIM
952
WealthPlan Investment Management
Nebraska
$717K -$24.6K -97 -3%
NW
953
NewEdge Wealth
Pennsylvania
$715K +$143K +561 +25%
ACIM
954
Azimuth Capital Investment Management
Michigan
$713K
SG
955
StoneX Group
New York
$711K +$78.5K +309 +12%
LT
956
Legacy Trust
Michigan
$705K -$13.7K -54 -2%
EB
957
Exchange Bank
California
$705K
BCPWM
958
Bradley & Co Private Wealth Management
Florida
$700K -$140K -550 -17%
SP
959
Symmetry Partners
Connecticut
$699K
HA
960
Herold Advisors
New York
$698K -$38.1K -150 -5%
NWM
961
Northcape Wealth Management
New York
$697K
MC
962
Machina Capital
France
$697K -$693K -2,728 -50%
SHFA
963
SS&H Financial Advisors
Michigan
$696K
MMPW
964
Mitchell McLeod Pugh & Williams
Alabama
$693K +$254 +1 +0%
AFG
965
ABLE Financial Group
Arizona
$693K -$16.8K -66 -2%
TCOV
966
Trust Company of Vermont
Vermont
$690K +$52.8K +208 +8%
GVAG
967
Great Valley Advisor Group
Delaware
$683K +$508 +2 +0.1%
FAF
968
Fjarde Ap-fonden
Sweden
$683K +$686K +2,700 New
CA
969
Clearstead Advisors
Ohio
$682K -$647K -2,545 -49%
SOS
970
Silver Oak Securities
Tennessee
$682K +$73.2K +288 +12%
SCM
971
Sterneck Capital Management
Missouri
$678K -$2.79K -11 -0.4%
QCG
972
Quadrant Capital Group
Ohio
$678K +$45.5K +179 +7%
JIP
973
Jaffetilchin Investment Partners
Florida
$676K +$103K +406 +18%
MSAM
974
Moloney Securities Asset Management
Missouri
$676K +$29.2K +115 +4%
CWS
975
Confluence Wealth Services
Pennsylvania
$675K -$161K -634 -19%

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.