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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
WEG
1801
World Equity Group
Illinois
-$372K -1,373 Closed
FFG
1802
Fortem Financial Group
California
-$307K -1,157 Closed
WP
1803
WMS Partners
Maryland
-$301K -1,135 Closed
BAM
1804
Bosun Asset Management
Illinois
-$290K -1,093 Closed
AWM
1805
Accurate Wealth Management
Florida
-$271K -1,092 Closed
DCM
1806
Donaldson Capital Management
Indiana
-$276K -1,041 Closed
HPCM
1807
Hunter Perkins Capital Management
Illinois
-$272K -1,025 Closed
IP
1808
Ignite Planners
California
-$264K -1,017 Closed
CNBT
1809
Canandaigua National Bank & Trust
New York
-$267K -1,007 Closed
CFG
1810
Citizens Financial Group
Rhode Island
-$267K -1,007 Closed
WMC
1811
Westwood Management Corporation
Illinois
-$265K -1,000 Closed
WP
1812
Westmount Partners
California
-$243K -917 Closed
EP
1813
Eudaimonia Partners
Tennessee
-$243K -916 Closed
FMN
1814
Financial Management Network
California
-$234K -899 Closed
CPRC
1815
Consolidated Portfolio Review Corp
New York
-$235K -889 Closed
OFW
1816
Omnia Family Wealth
Florida
-$233K -876 Closed
WIA
1817
World Investment Advisors
California
-$229K -860 Closed
PWMG
1818
Pinnacle Wealth Management Group
Michigan
-$225K -850 Closed
RTC
1819
Riverview Trust Company
Washington
-$220K -831 Closed
CIP
1820
Capital Insight Partners
Arizona
-$219K -828 Closed
EW
1821
Evoke Wealth
California
-$220K -826 Closed
PMG
1822
ProVise Management Group
Florida
-$215K -812 Closed
SAM
1823
Sawgrass Asset Management
Florida
-$215K -810 Closed
SHFA
1824
SC&H Financial Advisors
Maryland
-$213K -803 Closed
NAS
1825
Nicolet Advisory Services
Wisconsin
-$207K -794 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.