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1,742 hedge funds and large institutions have $49B invested in FedEx in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 627 increasing their positions, 620 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 116

4% more funds holding

Funds holding: 1,6731,742 (+69)

1.48% more ownership

Funds ownership: 76.12%77.61% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 620

3% less capital invested

Capital invested by funds: $50.7B → $49B (-$1.74B)

16% less call options, than puts

Call options by funds: $2.01B | Put options by funds: $2.39B

45% less funds holding in top 10

Funds holding in top 10: 6938 (-31)

Holders
1,742
Holders Change
+69
Holders Change %
+4.12%
% of All Funds
25.39%
Holding in Top 10
38
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-44.93%
% of All Funds
0.55%
New
214
Increased
627
Reduced
620
Closed
116
Calls
$2.01B
Puts
$2.39B
Net Calls
-$381M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
1126
Sheaff Brock Investment Advisors
Indiana
$451K +$12.7K +50 +3%
USCWA
1127
U.S. Capital Wealth Advisors
Texas
$450K +$252K +991 +126%
AWE
1128
Avidian Wealth Enterprises
Texas
$449K +$32.8K +129 +8%
MFA
1129
Mayflower Financial Advisors
Massachusetts
$448K +$19.8K +78 +5%
BEAM
1130
Baker Ellis Asset Management
Washington
$448K
IA
1131
IFP Advisors
Florida
$447K -$44.7K -176 -9%
Jones Financial Companies
1132
Jones Financial Companies
Missouri
$446K +$37.9K +149 +9%
AI
1133
Atom Investors
Texas
$446K +$101K +398 +29%
OW
1134
Olistico Wealth
Oklahoma
$445K
GI
1135
Gradient Investments
Minnesota
$445K -$44K -173 -9%
KA
1136
Kovack Advisors
Florida
$444K +$58.9K +232 +15%
CI
1137
Conning Inc
Connecticut
$443K
CCA
1138
Checchi Capital Advisers
California
$441K -$762 -3 -0.2%
VA
1139
Valmark Advisers
Ohio
$440K +$8.38K +33 +2%
BC
1140
Bridgefront Capital
Texas
$437K +$439K +1,729 New
GAM
1141
Garrison Asset Management
Arkansas
$436K
SCM
1142
Shelton Capital Management
Colorado
$435K -$15.8K -62 -3%
ICM
1143
IMS Capital Management
Oregon
$432K +$254 +1 +0.1%
ZF
1144
Zega Financial
Florida
$431K +$433K +1,704 New
MJRIC
1145
Mogy Joel R Investment Counsel
California
$430K
T
1146
TOBAM
France
$429K +$169K +664 +64%
CC
1147
Chicago Capital
Illinois
$428K +$430K +1,692 New
WMG
1148
WESCAP Management Group
California
$428K -$163K -642 -28%
PIM
1149
Profit Investment Management
Maryland
$426K
CIA
1150
Capital Investment Advisors
Georgia
$426K +$86.1K +339 +25%

FDX Hedge Fund Activity: Q4 2023 in Review

1,742 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2023, worth a combined $49B — down 3.4% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new FDX positions and 116 closed out — a net gain of 98 holders — while 627 added to existing stakes and 620 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $332M.

  • 1,742 institutional investors held FedEx (FDX) as of Q4 2023, up from 1,673 in Q3 2023.
  • Funds reported $49B of FedEx stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 214 funds opened new FedEx positions in Q4 2023 and 116 closed out, a net change of +98 holders.
  • The largest FedEx buyer in Q4 2023 was Morgan Stanley, an estimated $946M added.
  • The largest FedEx seller in Q4 2023 was Millennium Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2023.