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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
NCM
1726
Northwest Capital Management
Oregon
$3.29K
VWWMG
1727
Vermillion & White Wealth Management Group
Pennsylvania
$3.29K +$3.3K +13 New
SWS
1728
SYSTM Wealth Solutions
Illinois
$3.05K +$3.05K +12 New
AA
1729
AlphaMark Advisors
Kentucky
$3K
LTI
1730
Laffer Tengler Investments
Tennessee
$2.53K
HCM
1731
Hollencrest Capital Management
California
$2.53K +$2.54K +10 New
RG
1732
Retirement Group
California
$2.28K +$2.29K +9 New
SWM
1733
Sugarloaf Wealth Management
Georgia
$1.77K
ACA
1734
American Capital Advisory
Idaho
$1.77K +$1.78K +7 New
CIA
1735
Cape Investment Advisory
Georgia
$1.77K +$1.78K +7 New
SHIM
1736
Stone House Investment Management
Pennsylvania
$1.38K
HWP
1737
Highline Wealth Partners
California
$1.01K
TWD
1738
True Wealth Design
Ohio
$1.01K
W
1739
WealthCollab
Washington
$1.01K +$1.02K +4 New
FMTCOCP
1740
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
MSG
1741
Main Street Group
Virginia
$758 +$762 +3 New
KIG
1742
Kessler Investment Group
Indiana
$253
IWA
1743
IBEX Wealth Advisors
New Jersey
$211 +$254 +1 New
NC
1744
NewSquare Capital
Pennsylvania
$30 -$15.8K -62 Closed
DWM
1745
Dogwood Wealth Management
Kansas
$11
SIG
1746
Senator Investment Group
New York
-$60.4M -228,000 Closed
ECA
1747
Encompass Capital Advisors
New York
-$50.9M -192,100 Closed
CC
1748
Cartenna Capital
Connecticut
-$50.3M -190,000 Closed
JGC
1749
J. Goldman & Co
New York
-$42.2M -159,367 Closed
SGDR
1750
SPX Gestao de Recursos
Brazil
-$31.2M -117,686 Closed

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.