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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
RWM
1626
Ruedi Wealth Management
Illinois
$29K
VWM
1627
Valley Wealth Managers
New Jersey
$29K
PSB
1628
Piscataqua Savings Bank
New Hampshire
$29K
SA
1629
Scarborough Advisors
Maryland
$28.7K
CG
1630
Cutler Group
California
$28K -$4.65M -18,589 -99%
SCM
1631
Silvant Capital Management
Georgia
$27.9K
CT
1632
Caldwell Trust
Florida
$27.5K -$85.1K -340 -78%
PCTC
1633
Perkins Coie Trust Company
Washington
$27.5K -$4.75K -19 -17%
JFGIW
1634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.1K -$21.8K -87 -48%
KWAG
1635
Kiely Wealth Advisory Group
North Carolina
$26.7K
HWM
1636
HighMark Wealth Management
Minnesota
$26.3K
BIA
1637
Bell Investment Advisors
California
$25.2K +$1K +4 +5%
TCA
1638
Trifecta Capital Advisors
Illinois
$24.3K
PMFA
1639
Plante Moran Financial Advisors
Michigan
$24K +$12.5K +50 +152%
HCM
1640
Hollencrest Capital Management
California
$23.8K +$18K +72 +720%
QPBE
1641
Quintet Private Bank (Europe)
Luxembourg
$23.1K -$26.3K -105 -60%
WOC
1642
West Oak Capital
California
$22K
BONH
1643
Bank of New Hampshire
New Hampshire
$21.7K -$18.8K -75 -50%
GWSA
1644
Global Wealth Strategies & Associates
Colorado
$21.4K +$250 +1 +1%
NECFA
1645
New England Capital Financial Advisors
Connecticut
$21.3K +$250 +1 +1%
FP
1646
Financial Perspectives
Minnesota
$20K
BWAM
1647
Boyd Watterson Asset Management
Ohio
$19.1K
TFGT
1648
TS Financial Group (TSFG)
Illinois
$19K
FFA
1649
Frazier Financial Advisors
Ohio
$17.7K
CAL
1650
Capital Analysts LLC
Pennsylvania
$17K +$2.75K +11 +22%

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.