We are live on ! Find out more

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
LFAS
901
Level Four Advisory Services
Texas
$712K -$13.6K -50 -2%
SDWIA
902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$710K +$10.9K +40 +1%
MA
903
MUFG Americas
New York
$699K -$9.77K -36 -1%
CQS
904
Credential Qtrade Securities
$698K +$107K +395 +14%
MFG
905
MidWestOne Financial Group
Iowa
$698K -$515K -1,899 -37%
BG
906
Bollard Group
Massachusetts
$690K +$2.17K +8 +0.3%
AF
907
Allworth Financial
California
$689K +$129K +476 +18%
HSA
908
HBK Sorce Advisory
Pennsylvania
$680K +$37.7K +139 +5%
VVP
909
Venture Visionary Partners
Ohio
$674K +$23.6K +87 +3%
DWT
910
Dorsey & Whitney Trust
South Dakota
$668K +$39.4K +145 +5%
EF
911
Empirical Finance
Pennsylvania
$668K +$45.9K +169 +6%
LC
912
LCNB Corp
Ohio
$667K +$22.8K +84 +3%
DLHL
913
Donald L. Hagan LLC
Florida
$667K +$825K +3,041 New
ANRIA
914
American National Registered Investment Advisor
Texas
$662K -$2.98K -11 -0.4%
WANY
915
Wealthspire Advisors (New York)
New York
$659K +$42.3K +156 +5%
EL
916
EMFO LLC
Florida
$658K +$814K +3,000 New
NL
917
Navalign LLC
California
$657K +$21.2K +78 +3%
CAM
918
Columbia Asset Management
Michigan
$653K
SFFS
919
Stonehage Fleming Financial Services
Jersey
$653K
EGA
920
E&G Advisors
Texas
$653K +$809K +2,980 New
AWM
921
Apollon Wealth Management
South Carolina
$652K +$85.2K +314 +12%
FTDI
922
First Trust Direct Indexing
Massachusetts
$651K -$87.9K -324 -10%
CPC
923
Congress Park Capital
New York
$650K +$804K +2,963 New
SCM
924
Salem Capital Management
Massachusetts
$647K
BHIA
925
Birch Hill Investment Advisors
Massachusetts
$646K -$27.1K -100 -3%

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.