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
QC
1576
Quent Capital
New York
$34K +$3.12K +12 +10%
LFA
1577
Level Financial Advisors
New York
$31K
CTWM
1578
Cherry Tree Wealth Management
Minnesota
$28.9K
TWP
1579
TFO Wealth Partners
Ohio
$28.3K +$260 +1 +0.9%
GG
1580
Gleason Group
Kentucky
$28.2K +$260 +1 +0.9%
FFA
1581
Fairfield Financial Advisors
Massachusetts
$27.8K
PWA
1582
Provenance Wealth Advisors
Florida
$27.3K +$26.8K +103 New
VWM
1583
Valley Wealth Managers
New Jersey
$26.5K -$107K -410 -80%
CMBA
1584
C.M. Bidwell & Associates
Hawaii
$26.5K
LB
1585
Legacy Bridge
Iowa
$26.5K
RWM
1586
Ruedi Wealth Management
Illinois
$26.5K
PSB
1587
Piscataqua Savings Bank
New Hampshire
$26.5K
JWA
1588
JFS Wealth Advisors
Pennsylvania
$25.7K +$1.04K +4 +4%
SCM
1589
Silvant Capital Management
Georgia
$25.6K
SPWM
1590
Spartan Planning & Wealth Management
North Carolina
$24.1K +$23.7K +91 New
HWM
1591
HighMark Wealth Management
Minnesota
$24K
BCM
1592
Bourgeon Capital Management
Connecticut
$23.8K
Legacy Financial Group (Iowa)
1593
Legacy Financial Group (Iowa)
Iowa
$23.8K +$23.4K +90 New
BIA
1594
Bell Investment Advisors
California
$23.3K -$1.82K -7 -7%
TCA
1595
Trifecta Capital Advisors
Illinois
$22.3K
FWM
1596
Focused Wealth Management
New York
$20.6K
WOC
1597
West Oak Capital
California
$20K
SFG
1598
Steward Financial Group
Texas
$20K +$1.56K +6 +9%
GWSA
1599
Global Wealth Strategies & Associates
Colorado
$19.4K -$1.3K -5 -6%
NECFA
1600
New England Capital Financial Advisors
Connecticut
$19.4K

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.