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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
PWPS
1826
Pinnacle Wealth Planning Services
Ohio
-$209K -788 Closed
D
1827
Dentgroup
Louisiana
-$209K -787 Closed
BHBT
1828
Burke & Herbert Bank & Trust
Virginia
-$207K -783 Closed
SPA
1829
Sentinel Pension Advisors
Massachusetts
-$207K -782 Closed
HC
1830
Hamilton Capital
Ohio
-$207K -781 Closed
LSIA
1831
LaSalle St. Investment Advisors
Illinois
-$205K -777 Closed
LA
1832
LexAurum Advisors
Kansas
-$204K -769 Closed
9WM
1833
9258 Wealth Management
Ohio
-$204K -768 Closed
BA
1834
Bluesphere Advisors
Pennsylvania
-$203K -768 Closed
AFP
1835
Alpha Financial Partners
Kentucky
-$203K -767 Closed
BB
1836
Bell Bank
North Dakota
-$202K -762 Closed
FCB
1837
First County Bank
Connecticut
-$202K -762 Closed
EWM
1838
EPG Wealth Management
Georgia
-$202K -761 Closed
MWM
1839
Merriman Wealth Management
Washington
-$200K -752 Closed
HL
1840
HeadInvest LLC
Maine
-$192K -724 Closed
CCM
1841
CAAS Capital Management
New York
-$178K -700 Closed
IAS
1842
IMA Advisory Services
Colorado
-$178K -671 Closed
BAAM
1843
Baker Avenue Asset Management
California
-$127K -480 Closed
CA
1844
Crewe Advisors
Utah
-$124K -468 Closed
SSG
1845
Summit Securities Group
New York
-$106K -400 Closed
AP
1846
Arlington Partners
Alabama
-$60.9K -230 Closed
WWP
1847
WR Wealth Planners
Missouri
-$59.3K -224 Closed
QL
1848
Quarry LP
New York
-$59.1K -223 Closed
FSWA
1849
Financial Synergies Wealth Advisors
Texas
-$54K -204 Closed
BFP
1850
Briaud Financial Planning
Texas
-$40K -152 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.