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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
WIM
1126
WealthPlan Investment Management
Nebraska
$434K -$190K -831 -32%
MFA
1127
Mayflower Financial Advisors
Massachusetts
$431K +$12.6K +55 +3%
PWM
1128
PRW Wealth Management
Massachusetts
$428K +$1.14K +5 +0.3%
AWM
1129
Aberdeen Wealth Management
Illinois
$427K
GAM
1130
Garrison Asset Management
Arkansas
$427K
BAM
1131
Berkshire Asset Management
Pennsylvania
$426K -$7.09K -31 -2%
HI
1132
Horizon Investments
North Carolina
$425K +$46.7K +204 +13%
AWE
1133
Avidian Wealth Enterprises
Texas
$425K -$237K -1,036 -38%
CWP
1134
Concord Wealth Partners
Virginia
$423K +$189K +828 +94%
LB
1135
Leo Brokerage
Texas
$422K +$390K +1,703 New
MJRIC
1136
Mogy Joel R Investment Counsel
California
$421K
PWM
1137
Palumbo Wealth Management
New York
$419K -$229 -1 -0.1%
PIM
1138
Profit Investment Management
Maryland
$417K
ALAM
1139
Asahi Life Asset Management
Japan
$414K -$27.5K -120 -7%
SWM
1140
Spire Wealth Management
Virginia
$414K -$67.3K -294 -15%
TPW
1141
Transatlantique Private Wealth
New York
$412K -$50.1K -219 -12%
RCM
1142
RB Capital Management
Nevada
$411K -$85.4K -373 -18%
JIC
1143
Joel Isaacson & Co
New York
$411K +$229 +1 +0.1%
FA
1144
Fortis Advisors
Pennsylvania
$409K -$145K -632 -28%
GA
1145
Geller Advisors
New York
$406K +$373K +1,630 New
FSA
1146
Fort Sheridan Advisors
Illinois
$406K
GC
1147
Garde Capital
Washington
$405K
OLVIG
1148
Oliver Lagore Vanvalin Investment Group
Michigan
$403K +$53.3K +233 +17%
CAG
1149
Csenge Advisory Group
Florida
$402K +$46.9K +205 +14%
MSFS
1150
Main Street Financial Solutions
Pennsylvania
$402K -$1.37K -6 -0.4%

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.