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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
EFI
1201
EHP Funds Inc
Canada
$379K +$381K +1,500 New
ITIM
1202
Indiana Trust & Investment Management
Indiana
$377K
Empower Advisory Group
1203
Empower Advisory Group
Colorado
$376K +$14.7K +58 +4%
SWM
1204
Spire Wealth Management
Virginia
$371K +$11.7K +46 +3%
OWM
1205
OneAscent Wealth Management
Alabama
$371K +$371K +1,459 New
MM
1206
MQS Management
New York
$369K +$371K +1,460 New
EFS
1207
Essex Financial Services
Connecticut
$369K +$2.29K +9 +0.6%
1WA
1208
180 Wealth Advisors
Washington
$369K -$9.91K -39 -3%
CCM
1209
Crew Capital Management
Ohio
$367K -$508 -2 -0.1%
GL
1210
Graypoint LLC
New York
$367K +$88.4K +348 +32%
FFWM
1211
Future Financial Wealth Management
Ohio
$367K +$12.7K +50 +4%
DFG
1212
Delta Financial Group
New Jersey
$366K +$13.7K +54 +4%
ISWM
1213
Independent Solutions Wealth Management
New York
$366K +$26.9K +106 +8%
OWA
1214
Opal Wealth Advisors
New York
$365K +$1.27K +5 +0.3%
MSFS
1215
Main Street Financial Solutions
Pennsylvania
$364K -$508 -2 -0.1%
MIM
1216
MTM Investment Management
South Carolina
$363K
FLI
1217
Family Legacy Inc
South Carolina
$363K -$1.27K -5 -0.3%
BPFA
1218
Barnes Pettey Financial Advisors
Mississippi
$363K
BMCM
1219
Bryn Mawr Capital Management
Pennsylvania
$362K -$871K -3,430 -71%
CPIG
1220
Chicago Partners Investment Group
Illinois
$361K +$13.7K +54 +4%
CIC
1221
Crawford Investment Counsel
Georgia
$361K +$4.32K +17 +1%
WAM
1222
Walker Asset Management
Missouri
$360K +$60K +236 +20%
WP
1223
WealthSource Partners
California
$360K +$6.86K +27 +2%
TF
1224
Tompkins Financial
New York
$360K
WI
1225
WrapManager Inc
California
$358K -$11.2K -44 -3%

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.