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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
LFA
1626
Legend Financial Advisors
Pennsylvania
$9.17K
SA
1627
SRH Advisors
Kansas
$9.09K
PCFFS
1628
Pacific Center for Financial Services
California
$8.18K
SC
1629
Stephens Consulting
Michigan
$8.12K -$4.58K -20 -38%
SIS
1630
Strategic Investment Solutions
Illinois
$6.87K +$229 +1 +3%
LF
1631
Lee Financial
Texas
$6.74K +$3.89K +17 +170%
RWML
1632
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.45K
NSG
1633
Nalls Sherbakoff Group
Tennessee
$6.32K
WFA
1634
West Financial Advisors
Iowa
$6.2K +$5.72K +25 New
FMP
1635
Financial Management Professionals
Texas
$6K +$458 +2 +9%
TWM
1636
TLW Wealth Management
Florida
$5.7K +$2.75K +12 +109%
CWM
1637
CarsonAllaria Wealth Management
Illinois
$5.45K +$5.04K +22 New
SVCP
1638
Silicon Valley Capital Partners
California
$5.4K
DI
1639
Disciplined Investments
Oklahoma
$5.21K -$229 -1 -5%
LJHT
1640
Laurie J. Hall Trustee
$5K -$4.81K -21 -51%
SFCL
1641
Strengthening Families & Communities LLC
Massachusetts
$5K
ETC
1642
Exchange Traded Concepts
Oklahoma
$4.96K -$37.5K -164 -89%
IHWM
1643
Iron Horse Wealth Management
Iowa
$4.96K
EWM
1644
Endurance Wealth Management
Rhode Island
$4K
ICM
1645
Intrepid Capital Management
Florida
$3.97K +$3.66K +16 New
CSC
1646
Caldwell Sutter Capital
California
$3.72K +$1.14K +5 +50%
NCM
1647
Northwest Capital Management
Oregon
$3.22K +$2.98K +13 New
AA
1648
AlphaMark Advisors
Kentucky
$3K +$2.75K +12 New
AW
1649
Avion Wealth
Texas
$3K +$3.66K +16 New
DRS
1650
Deane Retirement Strategies
Louisiana
$2.73K -$2.52K -11 -50%

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.