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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
PK
1276
Pflug Koory
Nebraska
$314K +$254 +1 +0.1%
V
1277
ViaWealth
Kansas
$312K -$89.7K -353 -22%
QPWM
1278
Quadrant Private Wealth Management
Pennsylvania
$311K +$24.4K +96 +9%
RPWA
1279
Regent Peak Wealth Advisors
Georgia
$311K +$19.3K +76 +7%
KFA
1280
Kapstone Financial Advisors
Ohio
$310K
GI
1281
GAMCO Investors
Connecticut
$309K +$38.6K +152 +14%
SIM
1282
Sentry Investment Management
Wisconsin
$307K -$33K -130 -10%
CIC
1283
Carnegie Investment Counsel
Ohio
$306K +$508 +2 +0.2%
NG
1284
Northstar Group
New York
$306K -$3.56K -14 -1%
WI
1285
Wedgewood Investors
Pennsylvania
$306K -$4.83K -19 -2%
SVWAG
1286
Sound View Wealth Advisors Group
Georgia
$306K -$5.59K -22 -2%
MAM
1287
MMA Asset Management
Pennsylvania
$305K
MSS
1288
Mitchell Sinkler & Starr
Pennsylvania
$299K +$301K +1,183 New
AFP
1289
Ausdal Financial Partners
Iowa
$297K +$38.6K +152 +15%
1WM
1290
1858 Wealth Management
Ohio
$296K +$298K +1,172 New
IRAG
1291
Investment Research & Advisory Group
Georgia
$296K
GWM
1292
Geneos Wealth Management
Colorado
$296K +$1.52K +6 +0.5%
TCOT
1293
Trust Company of Toledo
Ohio
$295K
GCM
1294
Gables Capital Management
Florida
$295K
PF
1295
Penney Financial
Texas
$295K +$296K +1,165 New
1IA
1296
1834 Investment Advisors
Wisconsin
$294K
MM
1297
Meridian Management
Arkansas
$292K -$254 -1 -0.1%
LIM
1298
Loudon Investment Management
New Hampshire
$292K -$158K -623 -35%
BFC
1299
Bedel Financial Consulting
Indiana
$292K -$26.7K -105 -8%
ACM
1300
Accent Capital Management
Ohio
$291K +$292K +1,150 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.