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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
BIM
851
Baldwin Investment Management
Pennsylvania
$902K -$18K -65 -2%
IWM
852
IHT Wealth Management
Illinois
$896K +$312K +1,126 +48%
TU
853
TDAM USA
Ontario, Canada
$883K +$11.4K +41 +1%
SNT
854
Security National Trust
West Virginia
$882K -$23.5K -85 -2%
IA
855
IndexIQ Advisors
New York
$882K +$443K +1,600 +89%
PA
856
Profund Advisors
Maryland
$877K +$132K +476 +16%
HFG
857
Heron Financial Group
New York
$862K -$59.3K -214 -6%
WCM
858
Weik Capital Management
Pennsylvania
$859K -$37.4K -135 -4%
DLG
859
Daniel L. Goodwin
$859K +$914K +3,300 New
GCM
860
Gables Capital Management
Florida
$857K
NERM
861
New England Research & Management
Illinois
$850K
MFG
862
Monte Financial Group
Connecticut
$849K -$225K -814 -20%
MFG
863
MidWestOne Financial Group
Iowa
$848K -$274K -988 -23%
VFA
864
Voya Financial Advisors
Connecticut
$846K +$33.8K +122 +4%
NAG
865
Northstar Advisory Group
New Jersey
$845K +$901K +3,253 New
AWA
866
Arkadios Wealth Advisors
Georgia
$840K +$692K +2,500 +338%
LFAS
867
Level Four Advisory Services
Texas
$836K +$122K +439 +16%
GP
868
Girard Partners
Pennsylvania
$835K -$77.6K -280 -8%
FMT
869
First Mercantile Trust
Tennessee
$833K -$14.1K -51 -2%
WSCM
870
Wellington Shields Capital Management
New York
$831K +$339K +1,225 +62%
GJIC
871
Gamble Jones Investment Counsel
California
$825K
CWM
872
Circle Wealth Management
New Jersey
$818K +$183K +661 +27%
B
873
Barings
North Carolina
$818K +$873K +3,151 New
BHIA
874
Birch Hill Investment Advisors
Massachusetts
$816K -$138K -500 -14%
SWA
875
Stratos Wealth Advisors
Ohio
$816K +$210K +757 +32%

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.