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1,668 hedge funds and large institutions have $46.6B invested in FedEx in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 536 increasing their positions, 679 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

8% more capital invested

Capital invested by funds: $43.1B → $46.6B (+$3.49B)

4% more funds holding

Funds holding: 1,6061,668 (+62)

0.41% less ownership

Funds ownership: 75.34%74.93% (-0.41%)

18% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $2.39B

21% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 679

Holders
1,668
Holders Change
+62
Holders Change %
+3.86%
% of All Funds
26.19%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.94%
New
158
Increased
536
Reduced
679
Closed
87
Calls
$1.97B
Puts
$2.39B
Net Calls
-$423M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1576
JFS Wealth Advisors
Pennsylvania
$23.1K +$229 +1 +1%
HWM
1577
HighMark Wealth Management
Minnesota
$22.4K +$229 +1 +1%
BCM
1578
Bourgeon Capital Management
Connecticut
$22.3K
HCA
1579
Harbor Capital Advisors
Illinois
$21.8K +$20.1K +88 New
EIM
1580
Essex Investment Management
Massachusetts
$21.1K -$8.93K -39 -31%
TCA
1581
Trifecta Capital Advisors
Illinois
$20.8K
FPFS
1582
First Personal Financial Services
North Carolina
$20.3K
YDMI
1583
Y.D. More Investments
Israel
$19.8K -$16K -70 -47%
QPBE
1584
Quintet Private Bank (Europe)
Luxembourg
$19.8K +$18.3K +80 New
GWSA
1585
Global Wealth Strategies & Associates
Colorado
$19.4K +$1.14K +5 +7%
FWM
1586
Focused Wealth Management
New York
$19.3K
WOC
1587
West Oak Capital
California
$19.1K
RA
1588
Rise Advisors
New York
$18.9K
QL
1589
Quarry LP
New York
$18.8K -$224K -980 -93%
VAG
1590
VisionPoint Advisory Group
Texas
$18.3K +$16.9K +74 New
NECFA
1591
New England Capital Financial Advisors
Connecticut
$18.1K
CWA
1592
Clearview Wealth Advisors
Oregon
$17.4K
SFG
1593
Steward Financial Group
Texas
$17K
TFGT
1594
TS Financial Group (TSFG)
Illinois
$17K
BWAM
1595
Boyd Watterson Asset Management
Ohio
$16.4K
CBT
1596
CoreFirst Bank & Trust
Kansas
$16.1K
JFGIW
1597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.6K -$103K -448 -88%
NMG
1598
New Millennium Group
Utah
$14.2K
EWM
1599
Evermay Wealth Management
Virginia
$14.1K
TFM
1600
TFC Financial Management
Massachusetts
$13.9K +$9.84K +43 +331%

FDX Hedge Fund Activity: Q2 2023 in Review

1,668 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2023, worth a combined $46.6B — up 8.1% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new FDX positions and 87 closed out — a net gain of 71 holders — while 536 added to existing stakes and 679 trimmed.

The largest buyer was DZ Bank, adding an estimated $613M. The largest seller was Dodge & Cox, cutting an estimated $465M.

  • 1,668 institutional investors held FedEx (FDX) as of Q2 2023, up from 1,606 in Q1 2023.
  • Funds reported $46.6B of FedEx stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 158 funds opened new FedEx positions in Q2 2023 and 87 closed out, a net change of +71 holders.
  • The largest FedEx buyer in Q2 2023 was DZ Bank, an estimated $613M added.
  • The largest FedEx seller in Q2 2023 was Dodge & Cox, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2023.