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
LWM
1151
Lodestone Wealth Management
Washington
$401K -$46K -201 -11%
PCM
1152
Pointe Capital Management
Michigan
$400K +$5.95K +26 +2%
LCGC
1153
Legacy Capital Group California
California
$398K +$10.8K +47 +3%
NVIM
1154
New Vernon Investment Management
Illinois
$397K
AWCI
1155
Alpine Woods Capital Investors
New York
$394K -$4.12K -18 -1%
SP
1156
Saranac Partners
$394K
ORAM
1157
One River Asset Management
Connecticut
$392K -$20.6K -90 -5%
SC
1158
SouthState Corp
Florida
$392K
SIM
1159
Sentry Investment Management
Wisconsin
$392K
BCM
1160
Becker Capital Management
Oregon
$391K -$101K -442 -22%
SFG
1161
StrategIQ Financial Group
Indiana
$389K +$1.37K +6 +0.4%
NF
1162
Nikulski Financial
Iowa
$387K
IF
1163
Intrua Financial
Texas
$385K -$87K -380 -20%
WAP
1164
Wealthcare Advisory Partners
Pennsylvania
$383K +$19.2K +84 +6%
MIM
1165
Morningstar Investment Management
Illinois
$381K +$352K +1,537 New
TNB
1166
Thomasville National Bank
Georgia
$379K -$3.43K -15 -1%
WSCM
1167
Wellington Shields Capital Management
New York
$378K
GLA
1168
Great Lakes Advisors
Illinois
$378K -$806K -3,520 -70%
TWM
1169
Tradition Wealth Management
Minnesota
$377K +$12.6K +55 +4%
MWM
1170
Meridian Wealth Management
Kentucky
$376K +$18.5K +81 +6%
BJL
1171
Brighton Jones LLC
Washington
$375K +$73.2K +320 +27%
RIA
1172
Regal Investment Advisors
Michigan
$375K -$4.81K -21 -1%
BFA
1173
Bragg Financial Advisors
North Carolina
$373K
PT
1174
Plimoth Trust
Massachusetts
$373K -$13.7K -60 -4%
SOAMC
1175
Spirit of America Management Corp
New York
$372K

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.