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1,181 hedge funds and large institutions have $26.8B invested in FedEx in 2020 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 413 increasing their positions, 464 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $23.6B → $26.8B (+$3.21B)

12% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 113

0% more funds holding

Funds holding: 1,1781,181 (+3)

1.7% less ownership

Funds ownership: 74.91%73.21% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 464

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

19% less call options, than puts

Call options by funds: $915M | Put options by funds: $1.12B

Holders
1,181
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
24.22%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.47%
New
126
Increased
413
Reduced
464
Closed
113
Calls
$915M
Puts
$1.12B
Net Calls
-$210M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
251
Investment House LLC
California
$5.83M -$389K -3,096 -7%
WP
252
WealthPLAN Partners
Nebraska
$5.82M +$567K +4,505 +19%
LK
253
Lumbard & Kellner
New Hampshire
$5.81M -$111K -885 -2%
SC
254
Scotia Capital
Ontario, Canada
$5.8M +$503K +4,002 +11%
EWA
255
Exencial Wealth Advisors
Oklahoma
$5.79M +$4.52M +35,940 +667%
BFIC
256
Bedell Frazier Investment Counselling
California
$5.77M -$40.6K -323 -0.8%
LDB
257
Lee, Danner & Bass
Tennessee
$5.67M -$299K -2,375 -6%
TCA
258
Taconic Capital Advisors
New York
$5.61M +$5.03M +40,000 New
KeyBank National Association
259
KeyBank National Association
Ohio
$5.58M +$574K +4,565 +13%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$5.57M +$1.59M +12,639 +47%
HA
261
Heartland Advisors
Wisconsin
$5.57M -$100K -795 -2%
WCF
262
West Coast Financial
California
$5.49M -$71.5K -568 -1%
GT
263
Glenmede Trust
Pennsylvania
$5.48M +$74.7K +594 +2%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$5.41M -$109K -869 -2%
CICI
265
Capital Investment Counsel Inc
North Carolina
$5.39M -$384K -3,051 -7%
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$5.29M +$69.7K +554 +1%
AQR Capital Management
267
AQR Capital Management
Connecticut
$5.24M +$2.49M +19,795 +106%
RSVP
268
Ramsay Stattman Vela & Price
Colorado
$5.22M -$163K -1,295 -3%
HighTower Advisors
269
HighTower Advisors
Illinois
$5.2M +$1.18M +9,367 +34%
TBA
270
Tower Bridge Advisors
Pennsylvania
$5.16M +$579K +4,603 +14%
SCA
271
Stonebridge Capital Advisors
Minnesota
$5.11M -$44.8K -356 -1%
PCMK
272
Paragon Capital Management (Kansas)
Kansas
$5.04M +$9.31K +74 +0.2%
CAM
273
Cubic Asset Management
Massachusetts
$4.95M +$82.4K +655 +2%
JC
274
Jacobs & Co
California
$4.94M +$198K +1,573 +5%
IMPI
275
Ilmarinen Mutual Pension Insurance
Finland
$4.91M

FDX Hedge Fund Activity: Q2 2020 in Review

1,181 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2020, worth a combined $26.8B — up 14% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FDX positions and 113 closed out — a net gain of 13 holders — while 413 added to existing stakes and 464 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $109M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $277M.

  • 1,181 institutional investors held FedEx (FDX) as of Q2 2020, up from 1,178 in Q1 2020.
  • Funds reported $26.8B of FedEx stock for Q2 2020, up 14% quarter-over-quarter.
  • 126 funds opened new FedEx positions in Q2 2020 and 113 closed out, a net change of +13 holders.
  • The largest FedEx buyer in Q2 2020 was Hotchkis & Wiley Capital Management, an estimated $109M added.
  • The largest FedEx seller in Q2 2020 was Canada Pension Plan Investment Board, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2020.