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1,747 hedge funds and large institutions have $54.5B invested in FedEx in 2024 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 575 increasing their positions, 719 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

23% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 135

11% more capital invested

Capital invested by funds: $49B → $54.5B (+$5.54B)

0% more funds holding

Funds holding: 1,7421,747 (+5)

1.01% less ownership

Funds ownership: 77.61%76.6% (-1%)

13% less call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.66B

20% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 719

Holders
1,747
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
25.16%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.71%
New
166
Increased
575
Reduced
719
Closed
135
Calls
$2.31B
Puts
$2.66B
Net Calls
-$350M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1451
West Family Investments
California
$217K +$188K +750 New
CA
1452
Cornerstone Advisory
Maryland
$217K +$187K +748 New
DCM
1453
Donaldson Capital Management
Indiana
$215K +$186K +743 New
AHC
1454
Anderson Hoagland & Co
Missouri
$215K +$199K +796 New
WP
1455
Westmount Partners
California
$215K +$186K +742 New
OFW
1456
Omnia Family Wealth
Florida
$214K +$184K +736 New
RTC
1457
Riverview Trust Company
Washington
$214K +$185K +739 New
9WM
1458
9258 Wealth Management
Ohio
$213K +$184K +736 New
CSB
1459
City State Bank
Iowa
$213K
FCB
1460
First County Bank
Connecticut
$213K +$184K +735 New
D
1461
Dentgroup
Louisiana
$213K +$184K +734 New
WA
1462
Wealth Architects
California
$212K +$183K +732 New
CFG
1463
Citizens Financial Group
Rhode Island
$212K +$182K +728 New
CYG
1464
Clean Yield Group
Vermont
$210K
QFA
1465
Quantum Financial Advisors
California
$210K +$181K +725 New
HL
1466
HeadInvest LLC
Maine
$210K +$181K +724 New
PMG
1467
ProVise Management Group
Florida
$209K +$181K +723 New
PCM
1468
Prelude Capital Management
New York
$209K -$2.44M -9,763 -93%
PPWP
1469
Premier Path Wealth Partners
New Jersey
$208K +$180K +719 New
USGIU
1470
U.S. Global Investors (USGI)
Texas
$207K +$44.3K +177 +33%
FMN
1471
Financial Management Network
California
$207K +$188K +752 New
SC
1472
Schulhoff & Co
Ohio
$207K +$179K +715 New
EP
1473
Eudaimonia Partners
Tennessee
$207K +$178K +713 New
AF
1474
Arrow Financial
New York
$206K
TFA
1475
Transamerica Financial Advisors
Florida
$205K -$107K -429 -38%

FDX Hedge Fund Activity: Q1 2024 in Review

1,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2024, worth a combined $54.5B — up 11% from $49B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new FDX positions and 135 closed out — a net gain of 31 holders — while 575 added to existing stakes and 719 trimmed.

The largest buyer was Franklin Resources, adding an estimated $739M. The largest seller was Morgan Stanley, cutting an estimated $936M.

  • 1,747 institutional investors held FedEx (FDX) as of Q1 2024, up from 1,742 in Q4 2023.
  • Funds reported $54.5B of FedEx stock for Q1 2024, up 11% quarter-over-quarter.
  • 166 funds opened new FedEx positions in Q1 2024 and 135 closed out, a net change of +31 holders.
  • The largest FedEx buyer in Q1 2024 was Franklin Resources, an estimated $739M added.
  • The largest FedEx seller in Q1 2024 was Morgan Stanley, an estimated $936M sold.

Based on aggregated 13F filings for Q1 2024.