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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
WAM
1001
WFA Asset Management
Wisconsin
$603K +$2.52K +11 +0.5%
CWM
1002
Cornerstone Wealth Management
Missouri
$602K -$70.9K -310 -11%
FWM
1003
Forza Wealth Management
Florida
$602K
IFG
1004
Independent Financial Group
California
$601K -$89.9K -393 -14%
BHIA
1005
Birch Hill Investment Advisors
Massachusetts
$600K
MC
1006
Maverick Capital
Texas
$599K -$18.1K -79 -3%
SIC
1007
Schwartz Investment Counsel
Michigan
$595K
FT
1008
Fiduciary Trust
Massachusetts
$590K -$9.38K -41 -2%
WMG
1009
WESCAP Management Group
California
$588K -$12.6K -55 -2%
CI
1010
CX Institutional
Indiana
$587K -$19.2K -84 -3%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$586K +$4.58K +20 +0.9%
PTC
1012
Private Trust Company
Ohio
$584K +$16.9K +74 +3%
KA
1013
Kozak & Associates
Colorado
$583K +$1.83K +8 +0.3%
WSTAM
1014
Wilbanks Smith & Thomas Asset Management
Virginia
$583K +$4.81K +21 +0.9%
SRG
1015
SBB Research Group
Illinois
$579K -$293K -1,282 -35%
OWA
1016
Octavia Wealth Advisors
Ohio
$578K +$24.5K +107 +5%
BC
1017
Bridgefront Capital
Texas
$575K -$623K -2,721 -54%
IAIM
1018
International Assets Investment Management
Florida
$575K +$1.63M +7,124 +11%
SB
1019
Strategic Blueprint
Georgia
$574K +$10.1K +44 +2%
NFSG
1020
Newbridge Financial Services Group
Florida
$573K -$20.1K -88 -4%
FCB
1021
First Command Bank
Texas
$573K
FCFS
1022
First Command Financial Services
Texas
$573K
HA
1023
Herold Advisors
New York
$573K
NW
1024
NewEdge Wealth
Pennsylvania
$572K -$6.87K -30 -1%
I
1025
IMPACTfolio
Colorado
$570K

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.