Holders over time
- FDX
- GE
| Quarter | FDX | GE |
|---|---|---|
| Q3 2020 | 26 holders, $12.2bn | none listed holders, n.a. |
| Q4 2020 | 22 holders, $10.6bn | none listed holders, n.a. |
| Q1 2021 | 28 holders, $11.4bn | none listed holders, n.a. |
| Q2 2021 | 25 holders, $11.9bn | none listed holders, n.a. |
| Q3 2021 | 26 holders, $8.2bn | 25 holders, $26.6bn |
| Q4 2021 | 30 holders, $10.7bn | 26 holders, $26.6bn |
| Q1 2022 | 20 holders, $8.6bn | 25 holders, $27.5bn |
| Q2 2022 | 22 holders, $8.5bn | 24 holders, $19.7bn |
| Q3 2022 | 18 holders, $5.0bn | 22 holders, $17.9bn |
| Q4 2022 | 23 holders, $17.6bn | 27 holders, $23.5bn |
| Q1 2023 | 27 holders, $8.7bn | 27 holders, $29.4bn |
| Q2 2023 | 30 holders, $8.0bn | 36 holders, $33.2bn |
| Q3 2023 | 30 holders, $8.5bn | 31 holders, $32.0bn |
| Q4 2023 | 29 holders, $7.3bn | 34 holders, $35.7bn |
| Q1 2024 | 25 holders, $7.9bn | 39 holders, $48.3bn |
| Q2 2024 | 25 holders, $9.0bn | 35 holders, $44.2bn |
| Q3 2024 | 22 holders, $7.2bn | 33 holders, $50.4bn |
| Q4 2024 | 24 holders, $7.5bn | 35 holders, $42.1bn |
| Q1 2025 | 21 holders, $5.2bn | 36 holders, $48.4bn |
| Q2 2025 | 19 holders, $5.9bn | 33 holders, $61.9bn |
| Q3 2025 | 22 holders, $7.0bn | 31 holders, $67.0bn |
| Q4 2025 | 21 holders, $9.2bn | 35 holders, $67.3bn |
| Q1 2026 | 31 holders, $10.9bn | 38 holders, $62.0bn |
| Q2 2026 | 28 holders, $8.5bn | 33 holders, $76.9bn |
Fedex Corp
- Holders
- 29
- Reported value
- $7.3bn
- Buyers
- 13
- Sellers
- 16
Breadth -3 among 93 comparable managers.
Ge Aerospace
- Holders
- 34
- Reported value
- $35.7bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only FDX (11)
Appaloosa LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Markel Group Inc, Maverick Capital Ltd, Point72 Asset Management LP, Southeastern Asset Management Inc, Susquehanna International Group LLP
Only GE (16)
AQR Capital Management LLC, ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Egerton Capital UK LLP, GAMCO Investors Inc, Lone Pine Capital LLC, Man Group PLC, Millennium Management LLC, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.