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1,546 hedge funds and large institutions have $49.6B invested in FedEx in 2020 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 550 increasing their positions, 539 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 100

9% more funds holding

Funds holding: 1,4161,546 (+130)

2% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 539

1% more capital invested

Capital invested by funds: $49B → $49.6B (+$563M)

2.72% less ownership

Funds ownership: 74.47%71.75% (-2.7%)

16% less call options, than puts

Call options by funds: $2.39B | Put options by funds: $2.83B

32% less funds holding in top 10

Funds holding in top 10: 9263 (-29)

Holders
1,546
Holders Change
+130
Holders Change %
+9.18%
% of All Funds
27.36%
Holding in Top 10
63
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-31.52%
% of All Funds
1.11%
New
246
Increased
550
Reduced
539
Closed
100
Calls
$2.39B
Puts
$2.83B
Net Calls
-$444M
Net Calls Change
-$565M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
626
KCS Wealth Advisory
California
$2.14M -$33.5K -121 -1%
OLA
627
Oliver Luxxe Assets
New Jersey
$2.14M -$44K -159 -2%
FA
628
FMA Advisory
Pennsylvania
$2.13M +$47.4K +171 +2%
PFA
629
Pinnacle Family Advisors
Missouri
$2.13M +$1.97M +7,098 +641%
ERM
630
Elm Ridge Management
New York
$2.12M -$1.27M -4,592 -36%
AAIM
631
Asset Advisors Investment Management
Georgia
$2.1M -$55.4K -200 -2%
AF
632
Arrow Financial
New York
$2.1M -$305K -1,100 -12%
IA
633
IFP Advisors
Florida
$2.09M +$1.26M +4,558 +131%
JWBC
634
J.W. Burns & Co
New York
$2.09M +$5.82K +21 +0.3%
PSUF
635
People's United Financial
Connecticut
$2.09M +$213K +770 +11%
WCM
636
Washington Capital Management
Washington
$2.08M -$582K -2,100 -21%
PP
637
Patten & Patten
Tennessee
$2.07M
TNB
638
TCF National Bank
South Dakota
$2.07M +$62.3K +225 +3%
CBT
639
Capital Bank & Trust
California
$2.06M +$554 +2 +0%
WS
640
Wedbush Securities
California
$2.05M +$270K +976 +14%
JIC
641
Johnson Investment Counsel
Ohio
$2.04M -$3.6K -13 -0.2%
CIA
642
Cascade Investment Advisors
Oregon
$2.03M -$87.2K -315 -4%
AIC
643
Archer Investment Corporation
Indiana
$2.01M -$15.2K -55 -0.7%
RCM
644
Rings Capital Management
Illinois
$2.01M
TI
645
Truehand Inc
New Hampshire
$2.01M
AFM
646
Abbot Financial Management
Massachusetts
$2.01M -$104K -375 -5%
JAG
647
Journey Advisory Group
Kentucky
$2M +$2.13M +7,697 New
WA
648
WP Advisors
California
$1.99M +$4.43K +16 +0.2%
AL
649
AJO LP
Pennsylvania
$1.98M -$1.11K -4 -0.1%
WMG
650
WESCAP Management Group
California
$1.98M +$36.3K +131 +2%

FDX Hedge Fund Activity: Q4 2020 in Review

1,546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2020, worth a combined $49.6B — up 1.1% from $49B a quarter earlier.

Buyers outnumbered sellers: 246 funds opened new FDX positions and 100 closed out — a net gain of 146 holders — while 550 added to existing stakes and 539 trimmed.

The largest buyer was BlackRock, adding an estimated $435M. The largest seller was Dodge & Cox, cutting an estimated $1.06B.

  • 1,546 institutional investors held FedEx (FDX) as of Q4 2020, up from 1,416 in Q3 2020.
  • Funds reported $49.6B of FedEx stock for Q4 2020, up 1.1% quarter-over-quarter.
  • 246 funds opened new FedEx positions in Q4 2020 and 100 closed out, a net change of +146 holders.
  • The largest FedEx buyer in Q4 2020 was BlackRock, an estimated $435M added.
  • The largest FedEx seller in Q4 2020 was Dodge & Cox, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2020.