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1,742 hedge funds and large institutions have $49B invested in FedEx in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 627 increasing their positions, 620 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 116

4% more funds holding

Funds holding: 1,6731,742 (+69)

1.48% more ownership

Funds ownership: 76.12%77.61% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 620

3% less capital invested

Capital invested by funds: $50.7B → $49B (-$1.74B)

16% less call options, than puts

Call options by funds: $2.01B | Put options by funds: $2.39B

45% less funds holding in top 10

Funds holding in top 10: 6938 (-31)

Holders
1,742
Holders Change
+69
Holders Change %
+4.12%
% of All Funds
25.39%
Holding in Top 10
38
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-44.93%
% of All Funds
0.55%
New
214
Increased
627
Reduced
620
Closed
116
Calls
$2.01B
Puts
$2.39B
Net Calls
-$381M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
1701
Park Place Capital
Alabama
$6.83K +$4.32K +17 +170%
RWML
1702
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.58K
WFA
1703
West Financial Advisors
Iowa
$6.33K
RIM
1704
Rockbridge Investment Management
New York
$6.33K +$6.35K +25 New
UCB
1705
United Community Bank
South Carolina
$6.32K
LFA
1706
LGT Financial Advisors
Texas
$6.07K -$2.54K -10 -29%
IHWM
1707
Iron Horse Wealth Management
Iowa
$5.82K
TFG
1708
Team Financial Group
California
$5.82K
TWM
1709
TLW Wealth Management
Florida
$5.82K
WBC
1710
West Branch Capital
Massachusetts
$5.57K -$4.57K -18 -45%
DPW
1711
DiNuzzo Private Wealth
Pennsylvania
$5.57K +$5.59K +22 New
SVCP
1712
Silicon Valley Capital Partners
California
$5.57K
SFCL
1713
Strengthening Families & Communities LLC
Massachusetts
$5.08K
FWM
1714
FSA Wealth Management
Massachusetts
$5K +$4.57K +18 New
LIWM
1715
Long Island Wealth Management
New York
$5K +$4.57K +18 New
Loomis, Sayles & Company
1716
Loomis, Sayles & Company
Massachusetts
$5K +$5.08K +20 New
GA
1717
GoalVest Advisory
New York
$4.55K +$4.07K +16 +800%
FFO
1718
Fortitude Family Office
Arizona
$4.3K +$4.32K +17 New
MA
1719
MCF Advisors
Kentucky
$4.05K +$2.03K +8 +100%
MIA
1720
MeadowBrook Investment Advisors
Michigan
$4.05K +$4.07K +16 New
AW
1721
Avion Wealth
Texas
$4K -$2.29K -9 -36%
DF
1722
Dunhill Financial
United Kingdom
$4K +$4.07K +16 New
CSC
1723
Caldwell Sutter Capital
California
$3.79K
AP
1724
Aspect Partners
Virginia
$3.54K +$3.56K +14 New
PS
1725
PayPay Securities
Japan
$3.52K +$762 +3 +30%

FDX Hedge Fund Activity: Q4 2023 in Review

1,742 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2023, worth a combined $49B — down 3.4% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new FDX positions and 116 closed out — a net gain of 98 holders — while 627 added to existing stakes and 620 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $332M.

  • 1,742 institutional investors held FedEx (FDX) as of Q4 2023, up from 1,673 in Q3 2023.
  • Funds reported $49B of FedEx stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 214 funds opened new FedEx positions in Q4 2023 and 116 closed out, a net change of +98 holders.
  • The largest FedEx buyer in Q4 2023 was Morgan Stanley, an estimated $946M added.
  • The largest FedEx seller in Q4 2023 was Millennium Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2023.