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1,512 hedge funds and large institutions have $31.7B invested in FedEx in 2022 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 462 increasing their positions, 651 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 130

12% more capital invested

Capital invested by funds: $28.2B → $31.7B (+$3.51B)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 1,4641,512 (+48)

0.11% less ownership

Funds ownership: 73.28%73.17% (-0.11%)

29% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 651

29% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.02B

Holders
1,512
Holders Change
+48
Holders Change %
+3.28%
% of All Funds
24.3%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.34%
New
206
Increased
462
Reduced
651
Closed
130
Calls
$1.44B
Puts
$2.02B
Net Calls
-$587M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1076
IVC Wealth Advisors
Pennsylvania
$317K +$2.83K +17 +0.9%
TWA
1077
TCI Wealth Advisors
Arizona
$316K -$15.8K -95 -5%
CFS
1078
CRA Financial Services
New Jersey
$316K +$8.47K +51 +3%
CG
1079
CFO4Life Group
Texas
$316K +$18.8K +113 +7%
C
1080
CFO4Life
Texas
$316K +$303K +1,822 New
TPW
1081
Transatlantique Private Wealth
New York
$315K +$312K +1,880 New
KLCM
1082
KG&L Capital Management
Louisiana
$313K -$89.2K -537 -23%
JWM
1083
JGP Wealth Management
Oregon
$313K
FAIM
1084
Financial Advocates Investment Management
Washington
$313K +$332 +2 +0.1%
LWM
1085
Lodestone Wealth Management
Washington
$313K +$300K +1,807 New
CAM
1086
Costello Asset Management
Pennsylvania
$313K +$166 +1 +0.1%
CFG
1087
Cooper Financial Group
California
$312K +$53.5K +322 +22%
CA
1088
Clearstead Advisors
Ohio
$311K -$92.6K -557 -24%
VA
1089
Valmark Advisers
Ohio
$311K -$32.4K -195 -10%
PPW
1090
Pasadena Private Wealth
California
$311K
LIA
1091
LBMC Investment Advisors
Tennessee
$311K
JIP
1092
Jaffetilchin Investment Partners
Florida
$311K +$42.4K +255 +17%
JWCA
1093
J.W. Cole Advisors
Florida
$310K -$95.4K -574 -24%
WANY
1094
Wealthspire Advisors (New York)
New York
$310K -$357K -2,149 -55%
WPC
1095
Wedmont Private Capital
Pennsylvania
$308K +$275K +1,657 New
WAM
1096
WNY Asset Management
New York
$307K -$831 -5 -0.3%
SVWAG
1097
Sound View Wealth Advisors Group
Georgia
$306K -$103K -622 -34%
WG
1098
Winton Group
United Kingdom
$306K +$293K +1,764 New
LIM
1099
Loudon Investment Management
New Hampshire
$305K +$42.2K +254 +17%
CCM
1100
Crew Capital Management
Ohio
$304K

FDX Hedge Fund Activity: Q4 2022 in Review

1,512 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2022, worth a combined $31.7B — up 12% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new FDX positions and 130 closed out — a net gain of 76 holders — while 462 added to existing stakes and 651 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $194M. The largest seller was JP Morgan Chase, cutting an estimated $315M.

  • 1,512 institutional investors held FedEx (FDX) as of Q4 2022, up from 1,464 in Q3 2022.
  • Funds reported $31.7B of FedEx stock for Q4 2022, up 12% quarter-over-quarter.
  • 206 funds opened new FedEx positions in Q4 2022 and 130 closed out, a net change of +76 holders.
  • The largest FedEx buyer in Q4 2022 was International Assets Investment Management, an estimated $194M added.
  • The largest FedEx seller in Q4 2022 was JP Morgan Chase, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2022.