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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
VCP
1051
Verus Capital Partners
Arizona
$524K -$49.9K -218 -9%
DIM
1052
Delta Investment Management
California
$521K
V
1053
ViaWealth
Kansas
$520K -$9.38K -41 -2%
FIA
1054
Foundations Investment Advisors
Arizona
$518K +$72.8K +318 +18%
KWA
1055
KCS Wealth Advisory
California
$517K -$1.89M -8,256 -80%
VFPI
1056
Vantage Financial Partners (Illinois)
Illinois
$514K +$5.72K +25 +1%
DAM
1057
Diamant Asset Management
Connecticut
$514K -$17.2K -75 -3%
PTC
1058
Petrus Trust Company
Texas
$512K +$473K +2,066 New
KFGK
1059
Keystone Financial Group (Kentucky)
Kentucky
$511K +$472K +2,062 New
MC
1060
Moors & Cabot
Massachusetts
$509K -$10.1K -44 -2%
FHA
1061
Flagship Harbor Advisors
Massachusetts
$507K +$109K +478 +30%
MG
1062
Mather Group
Illinois
$502K +$137K +599 +42%
GVAG
1063
Great Valley Advisor Group
Delaware
$501K +$6.64K +29 +1%
IIM
1064
InTrack Investment Management
Vermont
$500K -$223K -973 -33%
WC
1065
Westhampton Capital
North Carolina
$498K -$72.1K -315 -14%
MFG
1066
Merit Financial Group
Georgia
$497K +$25.4K +111 +6%
SB
1067
Simmons Bank
Arkansas
$496K +$1.83K +8 +0.4%
WAM
1068
Wolverine Asset Management
Illinois
$496K -$207K -904 -31%
HFM
1069
Hartford Financial Management
Connecticut
$496K
CA
1070
Cambridge Advisors
Nebraska
$493K
AWA
1071
Arkadios Wealth Advisors
Georgia
$491K -$43.9K -192 -9%
CW
1072
CreativeOne Wealth
Kansas
$487K -$80.1K -350 -15%
HA
1073
Hamel Associates
New Jersey
$486K
EI
1074
Ethic Inc
New York
$484K +$177K +772 +65%
LSA
1075
Leonteq Securities AG
Switzerland
$484K -$3.05M -13,316 -87%

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.