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FedEx
FDX

Overview Fund Activity

1,724 hedge funds and large institutions have $48.9B invested in FedEx in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 624 increasing their positions, 615 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+65
Holders Change %
+3.92%
% of All Funds
25.27%
Holding in Top 10
38
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-44.12%
% of All Funds
0.56%
New
210
Increased
624
Reduced
615
Closed
116
Calls
$2.01B
Puts
$2.39B
Net Calls
-$381M
Net Calls Change
-$218M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$942M
2
Capital International Investors
Capital International Investors
California
+$223M
3
PI
Putnam Investments
Massachusetts
+$202M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$155M
5
State Street
State Street
Massachusetts
+$142M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$330M
2
DZ Bank
DZ Bank
Germany
-$228M
3
Dodge & Cox
Dodge & Cox
California
-$227M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$187M
5
BlackRock
BlackRock
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
1426
Breakwater Capital Group
New Jersey
$215K +$5.52K +22 +3%
JSW
1427
Journey Strategic Wealth
New Jersey
$214K +$214K +847 New
UAS
1428
United Asset Strategies
New York
$214K – – –
VV
1429
Verity & Verity
South Carolina
$212K – – –
SP
1430
Successful Portfolios
Florida
$212K -$7.59K -30 -3%
SIA
1431
Schechter Investment Advisors
Michigan
$210K +$3.04K +12 +1%
EAM
1432
Evanson Asset Management
California
$210K – – –
FPCP
1433
Fort Point Capital Partners
California
$209K +$1.27K +5 +0.6%
RPCONE
1434
Retirement Planning Company of New England
Rhode Island
$209K +$253 +1 +0.1%
CPC
1435
Congress Park Capital
New York
$209K -$50.6K -200 -20%
FMI
1436
F/M Investments
District of Columbia
$209K – – –
AC
1437
Allstate Corporation
Illinois
$208K -$8.35K -33 -4%
EFSCE
1438
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$208K +821 New
IAMOG
1439
Investors Asset Management of Georgia
Georgia
$207K – – –
BFM
1440
Boston Financial Management
Massachusetts
$206K – – –
HFP
1441
Holistic Financial Partners
Indiana
$206K +$206K +816 New
GIA
1442
Gateway Investment Advisers
Ohio
$206K -$19K -75 -8%
SIA
1443
Soltis Investment Advisors
Utah
$206K -$45.3K -179 -18%
BP
1444
BBR Partners
New York
$206K +$206K +814 New
CAM
1445
Cozad Asset Management
Illinois
$203K – – –
BAM
1446
Bellevue Asset Management
Washington
$203K – – –
AT
1447
Avalon Trust
New Mexico
$202K – – –
CFG
1448
CKW Financial Group
Hawaii
$202K – – –
HIG
1449
Heritage Investment Group
Florida
$202K +$202K +800 New
ARC
1450
Advisor Resource Council
Texas
$202K +$202K +797 New
56 57
58
59 60