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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
LWM
1301
LJI Wealth Management
Indiana
$265K
RAM
1302
Redmond Asset Management
Virginia
$265K
NP
1303
NorthRock Partners
Minnesota
$265K -$20.6K -90 -8%
CSIC
1304
Clifford Swan Investment Counsel
California
$264K +$243K +1,064 New
CT
1305
Coastline Trust
Rhode Island
$264K -$22.4K -98 -8%
DCM
1306
Donaldson Capital Management
Indiana
$263K +$8.7K +38 +4%
PMAM
1307
Picton Mahoney Asset Management
Ontario, Canada
$262K +$70.9K +310 +41%
TC
1308
Truvestments Capital
Florida
$262K +$4.12K +18 +2%
BI
1309
Ballast Inc
Kentucky
$261K
WBC
1310
Westpac Banking Corp
Australia
$259K -$9.49M -41,474 -98%
QPWM
1311
Quadrant Private Wealth Management
Pennsylvania
$258K +$13.5K +59 +6%
RIM
1312
Reliant Investment Management
Tennessee
$258K
APWM
1313
Atlas Private Wealth Management
New York
$258K +$238K +1,039 New
IP
1314
Ignite Planners
California
$256K
HPCM
1315
Hunter Perkins Capital Management
Illinois
$255K
FCB
1316
First County Bank
Connecticut
$255K -$27.7K -121 -11%
ATC
1317
Adirondack Trust Company
New York
$253K +$14.4K +63 +7%
AFP
1318
Ausdal Financial Partners
Iowa
$253K +$23.1K +101 +11%
DCM
1319
Driehaus Capital Management
Illinois
$252K +$233K +1,016 New
IAP
1320
Indie Asset Partners
Indiana
$251K -$22.7K -99 -9%
BWM
1321
BCS Wealth Management
Tennessee
$251K +$232K +1,013 New
B
1322
Bailard
California
$250K +$231K +1,009 New
CNBT
1323
Canandaigua National Bank & Trust
New York
$250K
QI
1324
Qtron Investments
Massachusetts
$250K +$230K +1,007 New
ERIM
1325
Eagle Ridge Investment Management
Connecticut
$249K

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.