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
BWL
1601
Bogart Wealth LLC
Virginia
$41.7K +$3.5K +14 +11%
DF
1602
DecisionPoint Financial
Arizona
$41.5K +$3.25K +13 +9%
CBT
1603
Central Bank & Trust
Kentucky
$41.1K -$9.01K -36 -20%
FDCP
1604
Foster Dykema Cabot & Partners
Massachusetts
$39.6K -$12.3K -49 -26%
BFPW
1605
BOK Financial Private Wealth
Colorado
$39.6K +$250 +1 +0.7%
CMP
1606
Coston McIsaac & Partners
Maine
$39K +$250 +1 +0.7%
JWA
1607
JFS Wealth Advisors
Pennsylvania
$38.8K +$10.3K +41 +44%
NMM
1608
Naples Money Management
Florida
$38.8K
QC
1609
Quent Capital
New York
$36.4K -$1K -4 -3%
CP
1610
Castleview Partners
Texas
$34.7K +$250 +1 +0.8%
DSC
1611
Duncker Streett & Co
Missouri
$34.4K -$33.5K -134 -53%
BFP
1612
Briaud Financial Planning
Texas
$34K +$29.3K +117 New
VAG
1613
VisionPoint Advisory Group
Texas
$33K +$500 +2 +2%
TWP
1614
TFO Wealth Partners
Ohio
$32.7K
S
1615
Sachetta
Massachusetts
$32.2K
RS
1616
Rakuten Securities
Japan
$32.2K -$1.5K -6 -5%
VNA
1617
Valley National Advisers
Pennsylvania
$32K -$5.5K -22 -16%
CTWM
1618
Cherry Tree Wealth Management
Minnesota
$31.6K
GG
1619
Gleason Group
Kentucky
$31.2K +$250 +1 +0.9%
WAS
1620
Winch Advisory Services
Wisconsin
$30.5K -$5.75K -23 -18%
PWA
1621
Provenance Wealth Advisors
Florida
$29.8K
PWMG
1622
Private Wealth Management Group
New Jersey
$29.6K -$2K -8 -7%
HCM
1623
Highlander Capital Management
New Jersey
$29K -$50K -200 -67%
CMBA
1624
C.M. Bidwell & Associates
Hawaii
$29K
LB
1625
Legacy Bridge
Iowa
$29K

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.