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1,644 hedge funds and large institutions have $42.6B invested in FedEx in 2022 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 613 increasing their positions, 598 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more funds holding in top 10

Funds holding in top 10: 3051 (+21)

37% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 123

2.45% more ownership

Funds ownership: 70.18%72.63% (+2.4%)

1% more funds holding

Funds holding: 1,6201,644 (+24)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 598

1% less capital invested

Capital invested by funds: $42.9B → $42.6B (-$316M)

33% less call options, than puts

Call options by funds: $1.94B | Put options by funds: $2.89B

Holders
1,644
Holders Change
+24
Holders Change %
+1.48%
% of All Funds
27.7%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.86%
New
168
Increased
613
Reduced
598
Closed
123
Calls
$1.94B
Puts
$2.89B
Net Calls
-$946M
Net Calls Change
-$504M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1251
Merriman Wealth Management
Washington
$296K +$277K +1,299 New
BRWM
1252
B. Riley Wealth Management
Tennessee
$295K +$360K +1,686 +27%
PK
1253
Pflug Koory
Nebraska
$294K +$8.11K +38 +3%
HWAM
1254
Hennion & Walsh Asset Management
New Jersey
$294K +$277K +1,300 New
Fiera Capital (Canada)
1255
Fiera Capital (Canada)
Quebec, Canada
$293K
PL
1256
Plancorp LLC
Missouri
$290K -$4.7K -22 -2%
T
1257
TOBAM
France
$290K +$29.7K +139 +12%
RWM
1258
Ritholtz Wealth Management
New York
$289K +$68.3K +320 +34%
CFG
1259
Cooper Financial Group
California
$288K +$76K +356 +39%
MA
1260
Momentum Advisors
New York
$287K +$271K +1,268 New
CWMGP
1261
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$286K -$80.7K -378 -23%
IA
1262
Insight Advisors
Pennsylvania
$286K +$213 +1 +0.1%
VWM
1263
Valley Wealth Managers
New Jersey
$285K -$11.3K -53 -4%
USGIU
1264
U.S. Global Investors (USGI)
Texas
$284K -$39.3K -184 -13%
LBC
1265
Lowe Brockenbrough & Co
Virginia
$284K -$5.33K -25 -2%
NG
1266
Northstar Group
New York
$284K
ST
1267
Somerset Trust
Pennsylvania
$284K +$50.4K +236 +23%
QPWM
1268
Quadrant Private Wealth Management
Pennsylvania
$282K
IAP
1269
Indie Asset Partners
Indiana
$282K +$1.07K +5 +0.4%
PAS
1270
Park Avenue Securities
New York
$279K +$7.04K +33 +3%
AFP
1271
Ausdal Financial Partners
Iowa
$279K +$26.7K +125 +11%
WAP
1272
Wealthcare Advisory Partners
Pennsylvania
$276K -$7.25K -34 -3%
WEG
1273
World Equity Group
Illinois
$275K +$48K +225 +23%
PCM
1274
Penserra Capital Management
California
$275K +$9.39K +44 +4%
FIA
1275
Foundations Investment Advisors
Arizona
$275K +$257K +1,206 New

FDX Hedge Fund Activity: Q2 2022 in Review

1,644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2022, worth a combined $42.6B — down 0.74% from $42.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new FDX positions and 123 closed out — a net gain of 45 holders — while 613 added to existing stakes and 598 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $271M. The largest seller was Lazard Asset Management, cutting an estimated $242M.

  • 1,644 institutional investors held FedEx (FDX) as of Q2 2022, up from 1,620 in Q1 2022.
  • Funds reported $42.6B of FedEx stock for Q2 2022, down 0.74% quarter-over-quarter.
  • 168 funds opened new FedEx positions in Q2 2022 and 123 closed out, a net change of +45 holders.
  • The largest FedEx buyer in Q2 2022 was JP Morgan Chase, an estimated $271M added.
  • The largest FedEx seller in Q2 2022 was Lazard Asset Management, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2022.