FDX icon

FedEx
FDX

Overview Fund Activity

1,659 hedge funds and large institutions have $50.7B invested in FedEx in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 508 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+5
Holders Change %
+0.3%
% of All Funds
26.45%
Holding in Top 10
68
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.33%
% of All Funds
1.08%
New
122
Increased
508
Reduced
733
Closed
96
Calls
$2.04B
Puts
$2.2B
Net Calls
-$163M
Net Calls Change
+$260M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.08B
2
MMA
Mizuho Markets Americas
New York
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$243M
4
Ameriprise
Ameriprise
Minnesota
+$158M
5
Millennium Management
Millennium Management
New York
+$142M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$383M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$256M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$150M
4
AACR
ACR Alpine Capital Research
Missouri
-$111M
5
PIF
Public Investment Fund
Saudi Arabia
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1301
RBA Wealth Management
California
$283K -$3.18K -12 -1%
LWM
1302
LJI Wealth Management
Indiana
$283K – – –
RAM
1303
Redmond Asset Management
Virginia
$283K – – –
P
1304
&Partners
Tennessee
$282K +$282K +1,065 New
RBFC
1305
Roman Butler Fullerton & Co
Missouri
$281K -$7.77K -32 -3%
PWM
1306
Palumbo Wealth Management
New York
$280K -$168K -636 -38%
BI
1307
Ballast Inc
Kentucky
$279K – – –
IIC
1308
Ironwood Investment Counsel
Arizona
$277K +$277K +2,640 New
DCM
1309
Donaldson Capital Management
Indiana
$276K -$5.56K -21 -2%
PIA
1310
Perennial Investment Advisors
California
$276K -$9.53K -36 -3%
SWM
1311
Stockman Wealth Management
Montana
$274K -$12.2K -46 -4%
AOWM
1312
Alpha Omega Wealth Management
Virginia
$273K -$27.8K -105 -9%
T
1313
TOBAM
France
$273K +$7.69K +29 +3%
CSIC
1314
Clifford Swan Investment Counsel
California
$273K -$9.27K -35 -3%
HPCM
1315
Hunter Perkins Capital Management
Illinois
$272K – – –
CPC
1316
Congress Park Capital
New York
$272K -$113K -425 -29%
PWMG
1317
Provence Wealth Management Group
California
$271K +$31.8K +120 +13%
AWM
1318
Accurate Wealth Management
Florida
$271K -$7.44K -30 -3%
AFP
1319
Ausdal Financial Partners
Iowa
$271K +$265 +1 +0.1%
OPCM
1320
Osborne Partners Capital Management
California
$269K -$205K -774 -43%
BWM
1321
BCS Wealth Management
Tennessee
$268K – – –
BOPW
1322
Brandywine Oak Private Wealth
Pennsylvania
$267K -$66.2K -250 -20%
CNBT
1323
Canandaigua National Bank & Trust
New York
$267K – – –
CFG
1324
Citizens Financial Group
Rhode Island
$267K +$267K +1,007 New
APWM
1325
Atlas Private Wealth Management
New York
$267K -$8.74K -33 -3%
51 52
53
54 55