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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
YIA
951
YHB Investment Advisors
Connecticut
$613K +$16.9K +61 +3%
AF
952
Allworth Financial
California
$611K -$191K -691 -23%
ACA
953
Atlas Capital Advisors
Wyoming
$605K +$645K +2,329 New
KM
954
Kalos Management
Georgia
$603K +$22.7K +82 +4%
BDWM
955
Brewin Dolphin Wealth Management
Ireland
$601K -$27.7K -100 -4%
RI
956
Ridgewood Investments
New Jersey
$597K
SIC
957
Schwartz Investment Counsel
Michigan
$597K
AF
958
Alerus Financial
North Dakota
$597K +$637K +2,300 New
AWM
959
Aries Wealth Management
Maine
$595K
TIA
960
Tiemann Investment Advisors
California
$588K +$176K +635 +39%
GVAG
961
Great Valley Advisor Group
Delaware
$587K +$130K +469 +26%
KA
962
Kozak & Associates
Colorado
$585K +$635K +2,293 New
BAM
963
Berkshire Asset Management
Pennsylvania
$584K +$152K +548 +32%
FHA
964
First Horizon Advisors
Tennessee
$581K -$96.1K -347 -13%
MMA
965
Miracle Mile Advisors
California
$575K +$277K +1,000 +82%
TWA
966
TCI Wealth Advisors
Arizona
$572K -$2.49K -9 -0.4%
NCM
967
New Capital Management
Texas
$572K
WSTAM
968
Wilbanks Smith & Thomas Asset Management
Virginia
$572K +$28.8K +104 +5%
SB
969
Simmons Bank
Arkansas
$563K -$22.2K -80 -4%
AIA
970
Avalon Investment & Advisory
Texas
$563K +$601K +2,170 New
SDWIA
971
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$561K +$130K +468 +28%
KWM
972
Kingsview Wealth Management
Oregon
$559K -$135K -487 -18%
SSWG
973
Seven Springs Wealth Group
Tennessee
$556K +$1.11K +4 +0.2%
MWM
974
Mattern Wealth Management
Kansas
$554K +$591K +2,135 New
XWM
975
Xcel Wealth Management
Florida
$553K -$13.8K -50 -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.