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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
Chevy Chase Trust
151
Chevy Chase Trust
Maryland
$33.1M -$217K -854 -0.6%
State of Wisconsin Investment Board
152
State of Wisconsin Investment Board
Wisconsin
$32.6M +$502K +1,977 +2%
Mariner
153
Mariner
Kansas
$32.4M +$6.44M +25,364 +25%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$32.3M +$385K +1,514 +1%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$31.7M -$376K -1,481 -1%
CC
156
Cannell & Co
New York
$31.5M -$955K -3,761 -3%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$31.5M +$2.02M +7,943 +7%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$31.4M +$27.2M +107,066 +629%
Osaic Holdings
159
Osaic Holdings
Arizona
$30.7M -$4.46M -17,549 -13%
ECM
160
ExodusPoint Capital Management
New York
$30.5M +$14.4M +56,683 +89%
WA
161
Waddell & Associates
Tennessee
$30M +$27.6M +108,669 +2,335%
Truist Financial
162
Truist Financial
North Carolina
$29.7M -$3.16M -12,439 -10%
MTC
163
McDaniel Terry & Co
Texas
$29.6M +$94.8K +373 +0.3%
US Bancorp
164
US Bancorp
Minnesota
$28.8M +$1M +3,955 +4%
Swedbank
165
Swedbank
Sweden
$28.4M
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$28.4M +$7.6M +29,918 +36%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$28.1M -$148M -582,816 -84%
AAM
168
Advisors Asset Management
Colorado
$27.5M -$1.26M -4,977 -4%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$27M +$920K +3,621 +4%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$26.8M +$254K +1,000 +1%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$26.6M -$214K -844 -0.8%
WorldQuant Millennium Advisors
172
WorldQuant Millennium Advisors
New York
$26.3M -$42.7M -167,938 -62%
SAM
173
Storebrand Asset Management
Norway
$26M +$17.2M +67,555 +192%
Asset Management One
174
Asset Management One
Japan
$26M +$2.22M +8,755 +9%
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$25.8M +$9.14M +35,987 +54%

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.