We are live on ! Find out more

1,784 hedge funds and large institutions have $57.7B invested in FedEx in 2024 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 582 increasing their positions, 710 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 101

6% more capital invested

Capital invested by funds: $54.5B → $57.7B (+$3.14B)

2% more funds holding

Funds holding: 1,7461,784 (+38)

1.6% more ownership

Funds ownership: 76.6%78.2% (+1.6%)

8% less funds holding in top 10

Funds holding in top 10: 4945 (-4)

15% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $2.9B

18% less repeat investments, than reductions

Existing positions increased: 582 | Existing positions reduced: 710

Holders
1,784
Holders Change
+38
Holders Change %
+2.18%
% of All Funds
25.77%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.65%
New
165
Increased
582
Reduced
710
Closed
101
Calls
$2.46B
Puts
$2.9B
Net Calls
-$435M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1501
Mill Capital Management
North Carolina
$210K
WIM
1502
Wittenberg Investment Management
Massachusetts
$210K
LCM
1503
Lazari Capital Management
California
$209K
CYG
1504
Clean Yield Group
Vermont
$208K -$7.85K -30 -4%
MIS
1505
Morningstar Investment Services
Illinois
$208K +$184K +704 New
APG
1506
Abacus Planning Group
South Carolina
$208K +$181K +693 New
EGM
1507
Engineers Gate Manager
New York
$207K -$816K -3,120 -82%
SP
1508
Stonebrook Private
Michigan
$206K +$180K +687 New
OPCM
1509
Osborne Partners Capital Management
California
$206K -$26.2K -100 -13%
D
1510
Dentgroup
Louisiana
$206K -$12.6K -48 -7%
SS
1511
Sunbelt Securities
Texas
$206K +$29.3K +112 +20%
FOA
1512
Five Oceans Advisors
California
$205K +$179K +685 New
SWM
1513
Silverlake Wealth Management
Vermont
$205K +$179K +684 New
1WM
1514
1858 Wealth Management
Ohio
$204K -$128K -490 -42%
PPWP
1515
Premier Path Wealth Partners
New Jersey
$204K -$10.5K -40 -6%
DAS
1516
Diversify Advisory Services
Utah
$203K +$182K +695 New
BBNB
1517
Baker Boyer National Bank
Washington
$203K -$19.4K -74 -10%
AFA
1518
AA Financial Advisors
Ohio
$203K +$177K +677 New
SFA
1519
Souders Financial Advisors
Ohio
$203K -$4.18K -16 -2%
CH
1520
Cromwell Holdings
Wyoming
$202K +$176K +672 New
GF
1521
Gabelli Funds
New York
$202K -$45.8K -175 -21%
AAG
1522
Armstrong Advisory Group
Massachusetts
$202K -$4.97K -19 -3%
GDP
1523
Great Diamond Partners
Maine
$202K +$176K +673 New
AGC
1524
Aspen Grove Capital
Colorado
$201K +$175K +668 New
JCM
1525
Jacobsen Capital Management
Utah
$201K +$176K +671 New

FDX Hedge Fund Activity: Q2 2024 in Review

1,784 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2024, worth a combined $57.7B — up 5.8% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new FDX positions and 101 closed out — a net gain of 64 holders — while 582 added to existing stakes and 710 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $397M. The largest seller was Point72 Asset Management, cutting an estimated $201M.

  • 1,784 institutional investors held FedEx (FDX) as of Q2 2024, up from 1,746 in Q1 2024.
  • Funds reported $57.7B of FedEx stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 165 funds opened new FedEx positions in Q2 2024 and 101 closed out, a net change of +64 holders.
  • The largest FedEx buyer in Q2 2024 was T. Rowe Price Associates, an estimated $397M added.
  • The largest FedEx seller in Q2 2024 was Point72 Asset Management, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2024.