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1,515 hedge funds and large institutions have $41.3B invested in FedEx in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 673 increasing their positions, 482 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 482

2.88% less ownership

Funds ownership: 73.93%71.04% (-2.9%)

5% less funds holding

Funds holding: 1,6021,515 (-87)

12% less call options, than puts

Call options by funds: $3.08B | Put options by funds: $3.49B

29% less capital invested

Capital invested by funds: $58.4B → $41.3B (-$17B)

39% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 182

59% less funds holding in top 10

Funds holding in top 10: 5422 (-32)

Holders
1,515
Holders Change
-87
Holders Change %
-5.43%
% of All Funds
26.52%
Holding in Top 10
22
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-59.26%
% of All Funds
0.39%
New
111
Increased
673
Reduced
482
Closed
182
Calls
$3.08B
Puts
$3.49B
Net Calls
-$417M
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
876
Roberts Wealth Advisors
California
$763K +$945K +3,481 New
FWM
877
Frontier Wealth Management
Missouri
$761K -$294K -1,083 -24%
TCM
878
TD Capital Management
Tennessee
$761K +$543 +2 +0.1%
MYLI
879
Meiji Yasuda Life Insurance
Japan
$759K -$13.6K -50 -1%
AA
880
Ancora Advisors
Ohio
$758K +$472K +1,740 +101%
GIA
881
Gateway Investment Advisers
Ohio
$757K +$135K +498 +17%
HFG
882
Heron Financial Group
New York
$752K
HA
883
Harfst & Associates
Wyoming
$751K +$68.4K +252 +8%
FHA
884
Flagship Harbor Advisors
Massachusetts
$746K
XSC
885
X-Square Capital
Puerto Rico
$746K
DLG
886
Daniel L. Goodwin
$745K
OC
887
Oarsman Capital
Wisconsin
$741K -$90.1K -332 -9%
KFGK
888
Keystone Financial Group (Kentucky)
Kentucky
$738K +$14.4K +53 +2%
PHK
889
Point72 Hong Kong
Hong Kong
$738K +$913K +3,366 New
RG
890
Rathbones Group
United Kingdom
$734K -$16.3K -60 -2%
Luther King Capital Management (LKCM)
891
Luther King Capital Management (LKCM)
Texas
$733K -$69.2K -255 -7%
Koshinski Asset Management
892
Koshinski Asset Management
Illinois
$731K +$194K +716 +27%
NFG
893
Nations Financial Group
Iowa
$730K +$14.7K +54 +2%
TCOV
894
Trust Company of Vermont
Vermont
$723K +$284K +1,047 +47%
OSAM
895
O'Shaughnessy Asset Management
Connecticut
$721K +$213K +785 +31%
RBFC
896
Roman Butler Fullerton & Co
Missouri
$720K -$996K -3,670 -54%
SCM
897
Sterneck Capital Management
Missouri
$720K +$74.1K +273 +9%
CI Investments Inc
898
CI Investments Inc
Ontario, Canada
$717K -$8.41K -31 -0.9%
MS
899
Maven Securities
Jersey
$714K +$884K +3,256 New
BMC
900
Beaton Management Company
Massachusetts
$713K

FDX Hedge Fund Activity: Q3 2021 in Review

1,515 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2021, worth a combined $41.3B — down 29% from $58.4B a quarter earlier.

Sellers outnumbered buyers: 182 funds closed out of FDX and 111 opened new positions — a net loss of 71 holders — while 482 trimmed existing stakes and 673 added.

The largest buyer was Susquehanna International Group, adding an estimated $666M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.07B.

  • 1,515 institutional investors held FedEx (FDX) as of Q3 2021, down from 1,602 in Q2 2021.
  • Funds reported $41.3B of FedEx stock for Q3 2021, down 29% quarter-over-quarter.
  • 111 funds opened new FedEx positions in Q3 2021 and 182 closed out, a net change of -71 holders.
  • The largest FedEx buyer in Q3 2021 was Susquehanna International Group, an estimated $666M added.
  • The largest FedEx seller in Q3 2021 was T. Rowe Price Associates, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2021.