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FedEx
FDX

Overview Fund Activity

1,724 hedge funds and large institutions have $48.9B invested in FedEx in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 624 increasing their positions, 615 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+65
Holders Change %
+3.92%
% of All Funds
25.27%
Holding in Top 10
38
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-44.12%
% of All Funds
0.56%
New
210
Increased
624
Reduced
615
Closed
116
Calls
$2.01B
Puts
$2.39B
Net Calls
-$381M
Net Calls Change
-$218M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$942M
2
Capital International Investors
Capital International Investors
California
+$223M
3
PI
Putnam Investments
Massachusetts
+$202M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$155M
5
State Street
State Street
Massachusetts
+$142M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$330M
2
DZ Bank
DZ Bank
Germany
-$228M
3
Dodge & Cox
Dodge & Cox
California
-$227M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$187M
5
BlackRock
BlackRock
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1226
Visionary Wealth Advisors
Illinois
$347K +$25.5K +101 +8%
HWA
1227
Heartwood Wealth Advisors
Virginia
$347K +$4.05K +16 +1%
Koshinski Asset Management
1228
Koshinski Asset Management
Illinois
$346K -$191K -755 -36%
FB
1229
First Bancorp
Maine
$346K -$13.9K -55 -4%
BIG
1230
Brooklyn Investment Group
New York
$344K +$344K +1,361 New
PBK
1231
Peoples Bank (Kansas)
Kansas
$344K – – –
TFG
1232
Taylor Financial Group
Virginia
$344K +$344K +1,358 New
MWM
1233
Meridian Wealth Management
Kentucky
$343K +$55.2K +218 +19%
FHA
1234
Flagship Harbor Advisors
Massachusetts
$342K -$6.32K -25 -2%
SPL
1235
Smart Portfolios LLC
Washington
$342K +$342K +1,400 New
ILI
1236
Invesco LLC (Illinois)
Illinois
$341K -$25K -99 -7%
C
1237
Certuity
Florida
$340K +$340K +1,345 New
LI
1238
Lafayette Investments
Maryland
$336K – – –
BAM
1239
BOS Asset Management
Illinois
$336K – – –
CIM
1240
Contravisory Investment Management
Massachusetts
$336K +$336K +1,329 New
WAM
1241
WNY Asset Management
New York
$335K +$16.4K +65 +5%
IA
1242
IFG Advisory
Georgia
$334K +$8.6K +34 +3%
BFA
1243
Bragg Financial Advisors
North Carolina
$333K -$35.4K -140 -10%
VCA
1244
Verdence Capital Advisors
Maryland
$331K -$21.3K -84 -6%
AWA
1245
Aaron Wealth Advisors
Illinois
$331K +$9.61K +38 +3%
WCF
1246
West Coast Financial
California
$331K – – –
FSA
1247
Fort Sheridan Advisors
Illinois
$329K +$17.7K +70 +6%
RA
1248
RFG Advisory
Alabama
$327K -$98.7K -390 -23%
VST
1249
Van Strum & Towne
California
$326K -$19K -75 -5%
CIA
1250
Caerus Investment Advisors
Texas
$326K -$253 -1 -0.1%
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