We are live on ! Find out more

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
CBFP
1226
Cedar Brook Financial Partners
Ohio
$357K +$55.9K +220 +18%
YIA
1227
YHB Investment Advisors
Connecticut
$355K -$6.35K -25 -2%
WFAG
1228
Worth Financial Advisory Group
North Carolina
$355K -$86.4K -340 -19%
ESB
1229
Essex Savings Bank
Connecticut
$355K +$19.1K +75 +6%
MWM
1230
Massachusetts Wealth Management
Massachusetts
$353K -$2.54K -10 -0.7%
PL
1231
Plancorp LLC
Missouri
$353K +$14K +55 +4%
CFAM
1232
Center For Asset Management
Florida
$351K -$10.4K -41 -3%
MW
1233
Marcum Wealth
Ohio
$350K +$38.9K +153 +12%
SIP
1234
Stoneridge Investment Partners
Pennsylvania
$349K
CAL
1235
Capital Advisors Ltd
Ohio
$348K
VWA
1236
Visionary Wealth Advisors
Illinois
$347K +$25.7K +101 +8%
HWA
1237
Heartwood Wealth Advisors
Virginia
$347K +$4.07K +16 +1%
Koshinski Asset Management
1238
Koshinski Asset Management
Illinois
$346K -$192K -755 -36%
FB
1239
First Bancorp
Maine
$346K -$14K -55 -4%
BIG
1240
Brooklyn Investment Group
New York
$344K +$346K +1,361 New
PBK
1241
Peoples Bank (Kansas)
Kansas
$344K
TFG
1242
Taylor Financial Group
Virginia
$344K +$345K +1,358 New
MWM
1243
Meridian Wealth Management
Kentucky
$343K +$55.4K +218 +19%
FHA
1244
Flagship Harbor Advisors
Massachusetts
$342K -$6.35K -25 -2%
SPL
1245
Smart Portfolios LLC
Washington
$342K +$356K +1,400 New
ILI
1246
Invesco LLC (Illinois)
Illinois
$341K -$25.2K -99 -7%
C
1247
Certuity
Florida
$340K +$342K +1,345 New
LI
1248
Lafayette Investments
Maryland
$336K
BAM
1249
BOS Asset Management
Illinois
$336K
CIM
1250
Contravisory Investment Management
Massachusetts
$336K +$338K +1,329 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.