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
GI
1201
GAMCO Investors
Connecticut
$352K +$30.9K +135 +11%
MWM
1202
Madison Wealth Management
Ohio
$351K
DFG
1203
Delta Financial Group
New Jersey
$350K +$323K +1,413 New
HA
1204
Harfst & Associates
Wyoming
$349K -$381K -1,667 -54%
IWA
1205
Intercontinental Wealth Advisors
Texas
$349K
MWM
1206
Massachusetts Wealth Management
Massachusetts
$348K +$9.15K +40 +3%
CCWM
1207
Cassaday & Co Wealth Management
Virginia
$347K +$92.9K +406 +41%
CIC
1208
Crawford Investment Counsel
Georgia
$347K
BFA
1209
Beaumont Financial Advisors
Massachusetts
$346K +$7.78K +34 +2%
FLI
1210
Family Legacy Inc
South Carolina
$346K
WP
1211
WealthSource Partners
California
$345K -$32.7K -143 -9%
WEG
1212
World Equity Group
Illinois
$345K +$318K +1,391 New
PK
1213
Pflug Koory
Nebraska
$342K
FFA
1214
First Foundation Advisors
California
$342K +$71.4K +312 +29%
CAL
1215
Capital Advisors Ltd
Ohio
$341K
MAM
1216
MMA Asset Management
Pennsylvania
$341K -$37.3K -163 -11%
Fisher Asset Management
1217
Fisher Asset Management
Washington
$339K +$7.55K +33 +2%
ISWM
1218
Independent Solutions Wealth Management
New York
$338K -$10.8K -47 -3%
VST
1219
Van Strum & Towne
California
$338K
WMA
1220
Wealth Management Associates
New Jersey
$337K -$45.8K -200 -13%
Empower Advisory Group
1221
Empower Advisory Group
Colorado
$337K -$1.83K -8 -0.6%
HWA
1222
Heartwood Wealth Advisors
Virginia
$336K +$310K +1,355 New
WAM
1223
WNY Asset Management
New York
$335K -$21.7K -95 -7%
MWM
1224
Merriman Wealth Management
Washington
$332K +$1.14K +5 +0.4%
WANY
1225
Wealthspire Advisors (New York)
New York
$332K -$6.18K -27 -2%

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.