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FedEx
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1,593 hedge funds and large institutions have $55B invested in FedEx in 2021 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 609 increasing their positions, 534 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 120

14% more repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 534

11% more capital invested

Capital invested by funds: $49.6B → $55B (+$5.42B)

3% more funds holding

Funds holding: 1,546 → 1,593 (+47)

1.39% more ownership

Funds ownership: 71.75% → 73.14% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 63 → 63 (0)

4% less call options, than puts

Call options by funds: $2.37B | Put options by funds: $2.46B

Holders
1,593
Holders Change
+47
Holders Change %
+3.04%
% of All Funds
27.97%
Holding in Top 10
63
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.11%
New
181
Increased
609
Reduced
534
Closed
120
Calls
$2.37B
Puts
$2.46B
Net Calls
-$88.1M
Net Calls Change
+$356M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$734M
2
Lazard Asset Management
Lazard Asset Management
New York
+$297M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$187M
4
BlackRock
BlackRock
New York
+$105M
5
Deutsche Bank
Deutsche Bank
Germany
+$98.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$466M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$394M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$378M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$291M
5
Parnassus Investments
Parnassus Investments
California
-$90.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$361M +$297M +1,153,097 +981%
Charles Schwab
27
Charles Schwab
California
$333M -$50.2M -194,873 -14%
UBS AM
28
UBS AM
Illinois
$319M +$7.31M +28,385 +3%
PPA
29
Parametric Portfolio Associates
Washington
$314M +$28.9M +112,187 +11%
Swiss National Bank
30
Swiss National Bank
Switzerland
$272M +$4.95M +19,200 +2%
AQR Capital Management
31
AQR Capital Management
Connecticut
$257M +$86.2M +334,501 +59%
N
32
Nuveen
North Carolina
$254M +$4.48M +17,405 +2%
Deutsche Bank
33
Deutsche Bank
Germany
$250M +$98.2M +381,163 +76%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$249M -$2.72M -10,554 -1%
UBS Group
35
UBS Group
Switzerland
$242M +$23M +89,323 +12%
LSV Asset Management
36
LSV Asset Management
Illinois
$241M +$6.56M +25,456 +3%
SAM
37
Southeastern Asset Management
Tennessee
$240M -$10.1M -39,053 -4%
Allianz Asset Management
38
Allianz Asset Management
Germany
$225M +$1.47M +5,690 +0.7%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$187M -$10M -39,000 -6%
SCM
40
Shapiro Capital Management
Georgia
$185M +$10.4M +40,443 +7%
Goldman Sachs
41
Goldman Sachs
New York
$183M -$5.79M -22,462 -3%
Citadel Advisors
42
Citadel Advisors
Florida
$180M +$84.7M +328,671 +108%
Barclays
43
Barclays
United Kingdom
$173M +$29.8M +115,720 +23%
JWBC
44
John W. Bristol & Co
New York
$173M -$707K -2,746 -0.4%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$160M -$3.76M -14,598 -3%
Capital World Investors
46
Capital World Investors
California
$158M – – –
CS
47
Credit Suisse
Switzerland
$148M +$16M +62,122 +14%
RJA
48
Raymond James & Associates
Florida
$144M +$6.53M +25,363 +5%
PRO
49
Pensioenfonds Rail & OV
Netherlands
$136M -$11M -42,769 -8%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$135M +$6.32M +24,539 +5%
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FDX Hedge Fund Activity: Q1 2021 in Review

1,593 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2021, worth a combined $55B — up 11% from $49.6B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new FDX positions and 120 closed out — a net gain of 61 holders — while 609 added to existing stakes and 534 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $734M. The largest seller was Fidelity Investments, cutting an estimated $466M.

  • 1,593 institutional investors held FedEx (FDX) as of Q1 2021, up from 1,546 in Q4 2020.
  • Funds reported $55B of FedEx stock for Q1 2021, up 11% quarter-over-quarter.
  • 181 funds opened new FedEx positions in Q1 2021 and 120 closed out, a net change of +61 holders.
  • The largest FedEx buyer in Q1 2021 was JP Morgan Chase, an estimated $734M added.
  • The largest FedEx seller in Q1 2021 was Fidelity Investments, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2021.