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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
SFG
1176
StrategIQ Financial Group
Indiana
$399K +$1.02K +4 +0.3%
WMA
1177
Wealth Management Associates
New Jersey
$399K +$50.8K +200 +15%
VFPI
1178
Vantage Financial Partners (Illinois)
Illinois
$398K -$31.8K -125 -7%
WMA
1179
West Michigan Advisors
Michigan
$398K +$13.2K +52 +3%
WA
1180
Waverly Advisors
Alabama
$397K +$86.9K +342 +28%
DA
1181
Detalus Advisors
Missouri
$396K -$63.5K -250 -14%
MFG
1182
MidWestOne Financial Group
Iowa
$395K -$152K -598 -28%
LWL
1183
Leo Wealth LLC
Texas
$395K +$396K +1,560 New
FMWA
1184
Forvis Mazars Wealth Advisors
Missouri
$395K -$14.2K -56 -3%
TNB
1185
Thomasville National Bank
Georgia
$393K +$19.3K +76 +5%
TWM
1186
Tradition Wealth Management
Minnesota
$392K -$508 -2 -0.1%
DTC
1187
Davidson Trust Company
Washington
$392K +$7.62K +30 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1188
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$391K -$2.48M -9,744 -86%
MIM
1189
Morningstar Investment Management
Illinois
$391K +$2.29K +9 +0.6%
RIA
1190
Regal Investment Advisors
Michigan
$391K +$6.1K +24 +2%
NL
1191
NWAM LLC
Washington
$390K -$95.3K -375 -20%
PT
1192
Plimoth Trust
Massachusetts
$388K +$7.37K +29 +2%
LK
1193
Lumbard & Kellner
New Hampshire
$388K
TPW
1194
Transatlantique Private Wealth
New York
$386K -$17.5K -69 -4%
WSCM
1195
Wellington Shields Capital Management
New York
$386K
CAM
1196
Columbia Asset Management
Michigan
$385K -$270K -1,062 -41%
GSB
1197
Greenfield Savings Bank
Massachusetts
$380K -$14.2K -56 -4%
EGA
1198
E&G Advisors
Texas
$379K -$48.3K -190 -11%
FA
1199
Fortis Advisors
Pennsylvania
$379K
CA
1200
Cresta Advisors
Texas
$379K +$381K +1,500 New

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.