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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
JFA
1501
JNBA Financial Advisors
Minnesota
$90.6K
M
1502
MOTCO
Texas
$90.1K
TSWM
1503
Tyler-Stone Wealth Management
Ohio
$90K
YAL
1504
Your Advocates Ltd
Texas
$87.7K -$2.6K -10 -3%
DJSG
1505
D.J. St. Germain
Massachusetts
$85.8K
HGERS
1506
Householder Group Estate & Retirement Specialist
Arizona
$84.5K +$82.7K +318 New
OP
1507
ORG Partners
Indiana
$81.3K -$42.9K -165 -35%
PFA
1508
Pathway Financial Advisers
Indiana
$80.7K +$79.3K +305 New
HFS
1509
Hantz Financial Services
Michigan
$80K +$5.2K +20 +7%
GFPC
1510
Global Financial Private Client
Florida
$79.5K -$5.2K -20 -6%
HCM
1511
Highlander Capital Management
New Jersey
$79K -$46.8K -180 -38%
DAC
1512
Dividend Assets Capital
South Carolina
$79K
JEST
1513
JTC Employer Solutions Trustee
Jersey
$79K
WOSD
1514
WFA of San Diego
California
$78.9K +$77.5K +298 New
FFA
1515
Farther Finance Advisors
California
$75.3K +$13.3K +51 +22%
SS
1516
Sunbelt Securities
Texas
$75K -$33K -127 -31%
VCM
1517
Versant Capital Management
Arizona
$73.1K
ADL
1518
Asset Dedication LLC
California
$72K +$9.62K +37 +15%
CHC
1519
City Holding Co
West Virginia
$71.5K
NL
1520
NKCFO LLC
Illinois
$68K
SWA
1521
Sutton Wealth Advisors
Florida
$67.6K +$3.12K +12 +5%
DSC
1522
Duncker Streett & Co
Missouri
$66.9K
TFA
1523
Toth Financial Advisory
Virginia
$64.6K +$520 +2 +0.8%
VAG
1524
VisionPoint Advisory Group
Texas
$62.4K +$42.1K +162 +219%
CCA
1525
Column Capital Advisors
Indiana
$62.3K -$1.3K -5 -2%

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.