FDX icon

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 %
CTA
1001
Chesley Taft & Associates
Illinois
$614K +$614K +2,429 New
BHIA
1002
Birch Hill Investment Advisors
Massachusetts
$612K – – –
OLVIG
1003
Oliver Lagore Vanvalin Investment Group
Michigan
$608K +$181K +715 +42%
VI
1004
Versor Investments
New York
$607K +$607K +2,400 New
WAM
1005
WFA Asset Management
Wisconsin
$604K +$2.78K +11 +0.5%
CWM
1006
Cornerstone Wealth Management
Missouri
$603K -$12.1K -48 -2%
ZIM
1007
Zacks Investment Management
Illinois
$603K -$6.33K -25 -1%
FT
1008
Fiduciary Trust
Massachusetts
$602K +$16.4K +65 +3%
BL
1009
Balentine LLC
Georgia
$600K -$87.3K -345 -13%
NB
1010
Nicolet Bankshares
Wisconsin
$599K -$19K -75 -3%
ECM
1011
Estabrook Capital Management
New York
$595K -$9.11K -36 -2%
RWA
1012
Redhawk Wealth Advisors
Minnesota
$593K -$174K -688 -23%
OIS
1013
Okabena Investment Services
Minnesota
$587K +$587K +2,321 New
OFS
1014
OneAscent Financial Services
Alabama
$587K +$151K +594 +35%
RFA
1015
Register Financial Advisors
Georgia
$584K +$253 +1 +0%
I
1016
IMPACTfolio
Colorado
$582K – – –
WSTAM
1017
Wilbanks Smith & Thomas Asset Management
Virginia
$581K -$32.4K -128 -5%
TWP
1018
Tyche Wealth Partners
Texas
$579K +$579K +2,289 New
KA
1019
Kozak & Associates
Colorado
$578K +$245 +1 +0%
PSP
1020
Principal Street Partners
Tennessee
$577K -$37.7K -149 -6%
LSAG
1021
Lake Street Advisors Group
New Hampshire
$576K +$576K +2,267 New
CGL
1022
Clarius Group LLC
Washington
$576K -$36.9K -146 -6%
CI
1023
CX Institutional
Indiana
$574K -$14.2K -56 -2%
EIP
1024
Epoch Investment Partners
New York
$574K -$12.9K -51 -2%
NP
1025
NorthRock Partners
Minnesota
$570K +$297K +1,169 +109%
39 40
41
42 43