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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
FP
1601
Financial Perspectives
Minnesota
$18.3K +$3.64K +14 +25%
EIM
1602
Essex Investment Management
Massachusetts
$18K -$4.42K -17 -20%
TFGT
1603
TS Financial Group (TSFG)
Illinois
$18K
BWAM
1604
Boyd Watterson Asset Management
Ohio
$17.5K
CBT
1605
CoreFirst Bank & Trust
Kansas
$17.2K
NC
1606
NewSquare Capital
Pennsylvania
$16.5K +$15.6K +60 +3,000%
VNA
1607
Valley National Advisers
Pennsylvania
$16K +$2.6K +10 +20%
NMG
1608
New Millennium Group
Utah
$15.2K
TFM
1609
TFC Financial Management
Massachusetts
$14.8K
IA
1610
IFS Advisors
Kansas
$14.3K
AWM
1611
Abound Wealth Management
Tennessee
$14K
AWM
1612
Activest Wealth Management
Florida
$14K +$260 +1 +2%
CMA
1613
Cedar Mountain Advisors
Oregon
$13.5K
JFGIW
1614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3K -$2.34K -9 -15%
EWM
1615
Evermay Wealth Management
Virginia
$13.2K -$1.82K -7 -12%
OIA
1616
Optimum Investment Advisors
Illinois
$13.2K
TCCM
1617
Timber Creek Capital Management
Massachusetts
$13.2K
VFIC
1618
Valley Forge Investment Consultants
Pennsylvania
$13.2K
FGA
1619
Fortis Group Advisors
New Jersey
$13.2K +$13K +50 New
JWM
1620
Janiczek Wealth Management
Colorado
$13K +$1.3K +5 +11%
DWA
1621
Delos Wealth Advisors
Texas
$12.8K
MFT
1622
Moisand Fitzgerald Tamayo
Florida
$12.2K
CAL
1623
Capital Analysts LLC
Pennsylvania
$12K -$33K -127 -74%
VF
1624
VitalStone Financial
Texas
$12K
FMP
1625
Financial Management Professionals
Texas
$12K +$5.2K +20 +83%

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.