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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
M2MC
176
Matthew 25 Management Corp
Pennsylvania
$25.7M -$1.4M -5,500 -5%
First Trust Advisors
177
First Trust Advisors
Illinois
$25.6M -$2.95M -11,623 -10%
MG
178
Marex Group
$25.3M +$25.4M +100,000 New
ICG
179
InterOcean Capital Group
Tennessee
$25.3M +$4.17M +16,418 +20%
Jacobs Levy Equity Management
180
Jacobs Levy Equity Management
New Jersey
$24.9M -$188M -741,085 -88%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$24.9M -$3.16M -12,435 -11%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$24.8M -$827K -3,254 -3%
PA
183
Pinnacle Associates
New York
$24.6M +$261K +1,029 +1%
Twin Tree Management
184
Twin Tree Management
Texas
$24.5M +$20M +78,730 +434%
State of Tennessee, Department of Treasury
185
State of Tennessee, Department of Treasury
Tennessee
$24.3M -$6.03M -23,738 -20%
TRSOTSOK
186
Teachers Retirement System of the State of Kentucky
Kentucky
$24.2M +$19M +74,810 +356%
HCMG
187
Howard Capital Management Group
California
$24.2M +$183K +719 +0.8%
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$23.9M +$117K +462 +0.5%
1SAMC
189
12th Street Asset Management Company
Tennessee
$23.7M -$765K -3,012 -3%
GA
190
GFS Advisors
Texas
$23.5M -$1.14M -4,499 -5%
FACM
191
Forest Avenue Capital Management
Florida
$23.4M +$15.4M +60,700 +191%
LCM
192
Lakewood Capital Management
New York
$23.2M
WAM
193
Wilsey Asset Management
California
$22.9M +$1.91M +7,502 +9%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$22.7M +$5.46M +21,495 +31%
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$22.7M +$459K +1,805 +2%
AC
196
Albar Capital
United Kingdom
$22.6M +$18.6M +73,212 +458%
MPMG
197
Minneapolis Portfolio Management Group
Minnesota
$22.6M -$684K -2,691 -3%
HIMC
198
Heritage Investors Management Corp
Maryland
$22.5M -$256K -1,008 -1%
Nomura Asset Management
199
Nomura Asset Management
Japan
$22.1M -$7.56M -29,762 -25%
PFC
200
Poplar Forest Capital
California
$21.7M -$8.5M -33,443 -28%

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.