FedEx
FDX
1,747 hedge funds and large institutions have $54.5B invested in FedEx in 2024 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 575 increasing their positions, 719 reducing their positions, and 135 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 38 → 49 (+11)
23% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 135
11% more capital invested
Capital invested by funds: $49B → $54.5B (+$5.54B)
0% more funds holding
Funds holding: 1,742 → 1,747 (+5)
1.01% less ownership
Funds ownership: 77.61% → 76.6% (-1%)
13% less call options, than puts
Call options by funds: $2.31B | Put options by funds: $2.66B
20% less repeat investments, than reductions
Existing positions increased: 575 | Existing positions reduced: 719
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$739M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$541M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$264M |
| 4 |
JP Morgan Chase
New York
|
+$232M |
| 5 |
Millennium Management
New York
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$936M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$175M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$169M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$165M |
| 5 |
MMA
Mizuho Markets Americas
New York
|
-$151M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UFF
1876
USA Financial Formulas
Ada,
Michigan
| – | -$9.36K | -37 | Closed |
|
|
IUHSA
1877
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$8.85K | -35 | Closed |
|
|
LF
1878
Lee Financial
Dallas,
Texas
| – | -$6.87K | -27 | Closed |
|
|
RIM
1879
Rockbridge Investment Management
Syracuse,
New York
| – | -$6.33K | -25 | Closed |
|
|
TFG
1880
Team Financial Group
Temecula,
California
| – | -$5.82K | -23 | Closed |
|
1881
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$5K | -20 | Closed |
|
|
GA
1882
GoalVest Advisory
New York
| – | -$4.5K | -18 | Closed |
|
|
LIWM
1883
Long Island Wealth Management
Melville,
New York
| – | -$5K | -18 | Closed |
|
|
CIA
1884
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$1.77K | -7 | Closed |
|
|
IWA
1885
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$211 | -1 | Closed |
|
FDX Hedge Fund Activity: Q1 2024 in Review
1,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2024, worth a combined $54.5B — up 11% from $49B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new FDX positions and 135 closed out — a net gain of 31 holders — while 575 added to existing stakes and 719 trimmed.
The largest buyer was Franklin Resources, adding an estimated $739M. The largest seller was Morgan Stanley, cutting an estimated $936M.
- 1,747 institutional investors held FedEx (FDX) as of Q1 2024, up from 1,742 in Q4 2023.
- Funds reported $54.5B of FedEx stock for Q1 2024, up 11% quarter-over-quarter.
- 166 funds opened new FedEx positions in Q1 2024 and 135 closed out, a net change of +31 holders.
- The largest FedEx buyer in Q1 2024 was Franklin Resources, an estimated $739M added.
- The largest FedEx seller in Q1 2024 was Morgan Stanley, an estimated $936M sold.
Based on aggregated 13F filings for Q1 2024.