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1,672 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, 512 increasing their positions, 737 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 96

15% more funds holding in top 10

Funds holding in top 10: 6069 (+9)

9% more capital invested

Capital invested by funds: $46.6B → $50.7B (+$4.09B)

1.19% more ownership

Funds ownership: 74.93%76.12% (+1.2%)

0% more funds holding

Funds holding: 1,6671,672 (+5)

7% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.2B

31% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 737

Holders
1,672
Holders Change
+5
Holders Change %
+0.3%
% of All Funds
26.54%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.1%
New
122
Increased
512
Reduced
737
Closed
96
Calls
$2.04B
Puts
$2.2B
Net Calls
-$163M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
1426
Mission Creek Capital Partners
California
$210K +$206K +793 New
GWM
1427
Gray Wealth Management
Maine
$210K +$206K +792 New
PWPS
1428
Pinnacle Wealth Planning Services
Ohio
$209K +$205K +788 New
D
1429
Dentgroup
Louisiana
$209K +$205K +787 New
USCWA
1430
U.S. Capital Wealth Advisors
Texas
$208K -$30.7K -118 -13%
ACI
1431
Alpha Cubed Investments
California
$208K +$205K +787 New
BHBT
1432
Burke & Herbert Bank & Trust
Virginia
$207K -$44.2K -170 -18%
SPA
1433
Sentinel Pension Advisors
Massachusetts
$207K +$203K +782 New
HC
1434
Hamilton Capital
Ohio
$207K +$203K +781 New
AF
1435
Arrow Financial
New York
$207K -$7.8K -30 -4%
NAS
1436
Nicolet Advisory Services
Wisconsin
$207K -$9.1K -35 -4%
LSIA
1437
LaSalle St. Investment Advisors
Illinois
$205K +$202K +777 New
CLOS
1438
Compagnie Lombard Odier SCmA
Switzerland
$204K
LA
1439
LexAurum Advisors
Kansas
$204K +$200K +769 New
BCG
1440
Breakwater Capital Group
New Jersey
$204K +$218K +837 New
9WM
1441
9258 Wealth Management
Ohio
$204K +$200K +768 New
BA
1442
Bluesphere Advisors
Pennsylvania
$203K -$29.6K -114 -13%
AFP
1443
Alpha Financial Partners
Kentucky
$203K +$199K +767 New
VSQM
1444
V-Square Quantitative Management
Illinois
$202K +$199K +764 New
FCB
1445
First County Bank
Connecticut
$202K -$68.9K -265 -26%
BB
1446
Bell Bank
North Dakota
$202K +$198K +762 New
EWM
1447
EPG Wealth Management
Georgia
$202K +$198K +761 New
FFL
1448
Financial Freedom LLC
Ohio
$201K -$9.1K -35 -4%
MWM
1449
Merriman Wealth Management
Washington
$200K -$152K -583 -44%
FCA
1450
FinTrust Capital Advisors
South Carolina
$200K +$31.7K +122 +19%

FDX Hedge Fund Activity: Q3 2023 in Review

1,672 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2023, worth a combined $50.7B — up 8.8% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new FDX positions and 96 closed out — a net gain of 26 holders — while 512 added to existing stakes and 737 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.05B. The largest seller was DZ Bank, cutting an estimated $376M.

  • 1,672 institutional investors held FedEx (FDX) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $50.7B of FedEx stock for Q3 2023, up 8.8% quarter-over-quarter.
  • 122 funds opened new FedEx positions in Q3 2023 and 96 closed out, a net change of +26 holders.
  • The largest FedEx buyer in Q3 2023 was Capital International Investors, an estimated $1.05B added.
  • The largest FedEx seller in Q3 2023 was DZ Bank, an estimated $376M sold.

Based on aggregated 13F filings for Q3 2023.