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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 %
PFGIA
1351
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$1.33K +5 +0.5%
EWM
1352
Executive Wealth Management
Michigan
$246K -$46.4K -175 -16%
BL
1353
BFSG LLC
California
$246K +$246K +927 New
EWA
1354
Encompass Wealth Advisors
Oregon
$245K – – –
GCA
1355
Gradient Capital Advisors
California
$245K – – –
AWA
1356
AmeriServ Wealth Advisors
Pennsylvania
$244K +$244K +922 New
TSWM
1357
Triangle Securities Wealth Management
North Carolina
$244K -$2.65K -10 -1%
NRI
1358
NFP Retirement Inc
California
$243K -$1.33K -5 -0.5%
WP
1359
Westmount Partners
California
$243K +$243K +917 New
EP
1360
Eudaimonia Partners
Tennessee
$243K +$265 +1 +0.1%
KI
1361
Kapitalo Investimentos
Brazil
$241K +$108K +408 +81%
AWM
1362
Axxcess Wealth Management
California
$240K +$240K +906 New
MCA
1363
MSH Capital Advisors
Arizona
$239K +$239K +900 New
CIG
1364
Cascade Investment Group
Colorado
$238K -$13.2K -50 -5%
LWM
1365
Lyell Wealth Management
California
$236K – – –
GIA
1366
Gateway Investment Advisers
Ohio
$236K -$1.85K -7 -0.8%
SCM
1367
Sitrin Capital Management
California
$236K – – –
CPRC
1368
Consolidated Portfolio Review Corp
New York
$235K -$2.38K -9 -1%
FMN
1369
Financial Management Network
California
$234K +$260 +1 +0.1%
OFW
1370
Omnia Family Wealth
Florida
$233K +$233K +876 New
SL
1371
Salomon & Ludwin
Virginia
$232K -$8.48K -32 -4%
TPCW
1372
TD Private Client Wealth
New York
$230K -$13.2K -50 -5%
PCS
1373
Personal CFO Solutions
New Jersey
$230K -$4.24K -16 -2%
SP
1374
Successful Portfolios
Florida
$230K – – –
TA
1375
Tiedemann Advisors
New York
$229K -$20K -75 -8%
53 54
55
56 57