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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$85.1M +$1.76M +6,914 +2%
APG Asset Management
77
APG Asset Management
Netherlands
$84.5M +$10.5M +41,193 +13%
Stifel Financial
78
Stifel Financial
Missouri
$84.5M +$1.45M +5,689 +2%
Victory Capital Management
79
Victory Capital Management
Texas
$84.4M +$18.5M +72,987 +28%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$83.6M +$5.28M +20,787 +7%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$83.3M +$39.3M +154,600 +89%
AllianceBernstein
82
AllianceBernstein
Tennessee
$83M -$14.8M -58,358 -15%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$80.9M -$20.4M -80,389 -20%
Federated Hermes
84
Federated Hermes
Pennsylvania
$76.3M -$10.7M -42,016 -12%
Parnassus Investments
85
Parnassus Investments
California
$76.2M
CS
86
Credit Suisse
Switzerland
$75.2M -$15M -59,155 -17%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$70.5M +$4.12M +16,208 +6%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$70M +$30.5M +120,139 +77%
SSM
89
Sound Shore Management
Connecticut
$69.2M -$327K -1,286 -0.5%
LPL Financial
90
LPL Financial
California
$69.2M +$959K +3,773 +1%
Public Sector Pension Investment Board (PSP Investments)
91
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68.9M -$15.5M -60,826 -18%
American Century Companies
92
American Century Companies
Missouri
$68.8M +$13.9M +54,902 +25%
Artisan Partners
93
Artisan Partners
Wisconsin
$67.7M -$69.7M -274,387 -51%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$67.2M -$8.05M -31,686 -11%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$67.1M +$2.74M +10,782 +4%
BC
96
Bartlett & Co
Ohio
$67.1M +$2.74M +10,782 +4%
Principal Financial Group
97
Principal Financial Group
Iowa
$65.3M -$416K -1,636 -0.6%
LCOV
98
London Company of Virginia
Virginia
$64.4M -$832K -3,274 -1%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$64.2M +$602K +2,369 +0.9%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$63.7M +$319K +1,256 +0.5%

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.