We are live on ! Find out more

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
FSWA
1576
Financial Synergies Wealth Advisors
Texas
$60K +$51.8K +207 New
KFS
1577
Kelly Financial Services
Massachusetts
$59.4K
W
1578
WealthCollab
Washington
$59.1K +$50K +200 +5,000%
HB
1579
Horizon Bancorp
Indiana
$58K -$2.5K -10 -5%
FC
1580
Family CFO
California
$57.9K
FIM
1581
Fernwood Investment Management
Massachusetts
$57.7K +$49.8K +199 New
TFIPS
1582
Towarzystwo Funduszy Inwestycyjnych PZU SA
$55.1K
PO
1583
Private Ocean
California
$54.8K
PB
1584
Pinnacle Bancorp
Nebraska
$54.5K -$9.01K -36 -16%
AF
1585
Advisornet Financial
Minnesota
$53.3K -$14.3K -57 -24%
ATC
1586
Advantage Trust Company
Kansas
$52.2K -$37.5K -150 -45%
MWM
1587
Mascoma Wealth Management
New Hampshire
$52.2K
FUBT
1588
First United Bank & Trust
Maryland
$51.6K
GKIM
1589
GW&K Investment Management
Massachusetts
$51K -$4.75K -19 -10%
IBOK
1590
Independence Bank of Kentucky
Kentucky
$50.7K -$5K -20 -10%
WPA
1591
West Paces Advisors
Georgia
$50.7K -$1.5K -6 -3%
SNB
1592
Security National Bank
Nebraska
$50.7K
SWA
1593
SOA Wealth Advisors
New York
$50K +$250 +1 +0.6%
OIAM
1594
OFI Invest Asset Management
France
$49.9K +$22.3K +89 +92%
SIC
1595
SJS Investment Consulting
Ohio
$47.2K -$751 -3 -2%
GJIA
1596
Glass Jacobson Investment Advisors
Maryland
$45.5K -$24.5K -98 -38%
RDIA
1597
RE Dickinson Investment Advisors
Iowa
$44K +$500 +2 +1%
VWM
1598
Venturi Wealth Management
Texas
$42.6K +$1.25K +5 +4%
SIS
1599
Sound Income Strategies
Florida
$42.5K -$6K -24 -14%
CB
1600
CNB Bank
Pennsylvania
$41.7K

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.