We are live on ! Find out more

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
MA
1026
MKT Advisors
California
$565K
CFD
1027
Creative Financial Designs
Indiana
$562K -$20.8K -91 -4%
NRS
1028
Neville Rodie & Shaw
New York
$555K
MC
1029
Mathes Company
New York
$554K +$511K +2,235 New
TIA
1030
Tiemann Investment Advisors
California
$552K
AWM
1031
Avior Wealth Management
Nebraska
$546K
GIA
1032
Gladstone Institutional Advisory
Florida
$544K -$25.2K -110 -5%
LSA
1033
Lion Street Advisors
Texas
$544K +$21.1K +92 +4%
NHT
1034
New Hampshire Trust
New Hampshire
$544K -$13.7K -60 -3%
ZIM
1035
Zacks Investment Management
Illinois
$544K +$291K +1,272 +138%
RMC
1036
Resources Management Corp
Connecticut
$543K +$444K +1,942 +777%
KWA
1037
Kingswood Wealth Advisors
California
$542K +$500K +2,186 New
LFA
1038
Laraway Financial Advisors
Minnesota
$542K -$22.9K -100 -4%
SGCA
1039
Steel Grove Capital Advisors
Tennessee
$541K +$50.3K +220 +11%
MCM
1040
MV Capital Management
Maryland
$539K +$4.81K +21 +1%
1SB
1041
1ST Source Bank
Indiana
$536K -$37.5K -164 -7%
MHIC
1042
Marble Harbor Investment Counsel
Massachusetts
$533K
HI
1043
Harbour Investments
Wisconsin
$532K +$15.6K +68 +3%
JIP
1044
Jaffetilchin Investment Partners
Florida
$531K +$1.6K +7 +0.3%
GPA
1045
Guerra Pan Advisors
New Jersey
$529K +$101K +442 +26%
OAM
1046
Ostrum Asset Management
France
$529K +$229 +1 +0%
PA
1047
Probity Advisors
Texas
$528K +$487K +2,129 New
NL
1048
NWAM LLC
Washington
$527K +$162K +710 +50%
NCM
1049
Narwhal Capital Management
Georgia
$526K
AFG
1050
ABLE Financial Group
Arizona
$524K -$66.8K -292 -12%

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.