We are live on ! Find out more

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
LWCFA
1476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K -$5.2K -20 -4%
BAAM
1477
Baker Avenue Asset Management
California
$127K +$73.3K +282 +142%
CT
1478
Cambridge Trust
Massachusetts
$125K
BC
1479
Barrett & Company
Rhode Island
$124K +$17.2K +66 +16%
ANBT
1480
American National Bank & Trust
Texas
$124K
CA
1481
Crewe Advisors
Utah
$124K -$3.9K -15 -3%
FDCC
1482
Foster Dykema Cabot & Co
Massachusetts
$123K
HWA
1483
HHM Wealth Advisors
Tennessee
$122K -$13.5K -52 -10%
LCM
1484
Logan Capital Management
Pennsylvania
$121K
MIFH
1485
Migdal Insurance & Financial Holdings
Israel
$120K -$35.9K -138 -23%
PP
1486
PFS Partners
New Jersey
$117K
CT
1487
Caldwell Trust
Florida
$115K
BCMLT
1488
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K
RFG
1489
RFP Financial Group
Georgia
$114K
OC
1490
Oakworth Capital
Alabama
$114K
USGIU
1491
U.S. Global Investors (USGI)
Texas
$114K -$11.2K -43 -9%
NRG
1492
Nemes Rush Group
Michigan
$111K +$1.04K +4 +1%
ME
1493
McIlrath & Eck
Washington
$106K -$5.98K -23 -5%
SSG
1494
Summit Securities Group
New York
$106K +$25.5K +98 +32%
IWP
1495
Icon Wealth Partners
Texas
$101K +$99.3K +382 New
GEA
1496
Glen Eagle Advisors
New Jersey
$98.1K -$8.06K -31 -8%
AWM
1497
AllSquare Wealth Management
New York
$97.8K
GBT
1498
Grove Bank & Trust
Florida
$97.5K -$1.04K -4 -1%
DIP
1499
DT Investment Partners
Pennsylvania
$95.4K
EBA
1500
Eagle Bay Advisors
New York
$91K

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.