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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
FMTC
1476
Farmers & Merchants Trust Company
California
$205K +$177K +706 New
NAS
1477
Nicolet Advisory Services
Wisconsin
$204K +$185K +738 New
FWA
1478
FSM Wealth Advisors
Ohio
$204K +$176K +703 New
CCA
1479
Childress Capital Advisors
Texas
$203K +$176K +702 New
AFG
1480
Allegheny Financial Group
Pennsylvania
$203K +$176K +702 New
SAM
1481
Secure Asset Management
Michigan
$203K -$92.1K -368 -34%
CFP
1482
Catalyst Financial Partners
Massachusetts
$203K +$193K +772 New
AA
1483
Alta Advisers
United Kingdom
$203K
EDRIA
1484
Edmonds Duncan Registered Investment Advisors
Kansas
$203K +$175K +700 New
MCM
1485
Mill Capital Management
North Carolina
$203K +$175K +700 New
WIM
1486
Wittenberg Investment Management
Massachusetts
$203K +$175K +700 New
SCM
1487
Sage Capital Management
New Jersey
$202K +$175K +699 New
LCM
1488
Lazari Capital Management
California
$202K +$175K +698 New
RMAM
1489
Raab & Moskowitz Asset Management
New Jersey
$202K -$59.3K -237 -25%
IAG
1490
Investment Advisory Group
Massachusetts
$202K +$174K +697 New
CW
1491
Channel Wealth
California
$201K +$173K +693 New
IAS
1492
IMA Advisory Services
Colorado
$201K +$173K +693 New
SFA
1493
Souders Financial Advisors
Ohio
$200K +$173K +692 New
GWSG
1494
GPS Wealth Strategies Group
Colorado
$193K -$17.5K -70 -10%
LWANC
1495
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K -$50K -200 -23%
AWM
1496
Avondale Wealth Management
Texas
$188K +$62.5K +250 +63%
ST
1497
Smithfield Trust
Pennsylvania
$188K
BCMLT
1498
Beacon Capital Management LLC (Tennessee)
Tennessee
$186K +$27K +108 +20%
MAWCM
1499
Mine & Arao Wealth Creation & Management
California
$186K
HBT
1500
Hills Bank & Trust
Iowa
$183K

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.