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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
AR
1276
Advisory Research
Illinois
$282K +$260K +1,138 New
GWA
1277
GGM Wealth Advisors
Maryland
$282K +$250K +1,091 New
AOWM
1278
Alpha Omega Wealth Management
Virginia
$282K -$28.4K -124 -10%
RPWA
1279
Regent Peak Wealth Advisors
Georgia
$281K -$3.2K -14 -1%
BMCM
1280
Bryn Mawr Capital Management
Pennsylvania
$280K +$259K +1,131 New
GL
1281
Graypoint LLC
New York
$280K +$38K +166 +17%
FCFC
1282
First Commonwealth Financial Corp
Pennsylvania
$280K +$7.09K +31 +3%
OWP
1283
Obermeyer Wealth Partners
Colorado
$279K -$68.7K -300 -21%
ESBC
1284
E.S. Barr & Co
Kentucky
$277K +$26.5K +116 +12%
HPM
1285
Hudson Portfolio Management
New York
$276K
CIA
1286
Capital Investment Advisors
Georgia
$276K -$185K -807 -42%
SWM
1287
Seed Wealth Management
Illinois
$274K
WTC
1288
WhitTier Trust Company
Nevada
$274K
EWM
1289
Executive Wealth Management
Michigan
$273K +$687 +3 +0.3%
HWM
1290
Horizon Wealth Management
Illinois
$273K
NJBEST
1291
New Jersey Better Educational Savings Trust
New Jersey
$273K
SSWM
1292
Sheets Smith Wealth Management
North Carolina
$271K -$22.9K -100 -8%
SFP
1293
Sweet Financial Partners
Minnesota
$270K
RWM
1294
RBA Wealth Management
California
$268K -$2.29K -10 -0.9%
SWM
1295
Stockman Wealth Management
Montana
$268K -$2.29K -10 -0.9%
APP
1296
Avantax Planning Partners
Iowa
$268K +$687 +3 +0.3%
PIA
1297
Perennial Investment Advisors
California
$267K -$1.83K -8 -0.7%
TFF
1298
The Family Firm
Maryland
$267K +$229 +1 +0.1%
HA
1299
Harbor Advisors
Florida
$266K
PSP
1300
Pacific Sage Partners
Washington
$266K

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.