We are live on ! Find out more

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
JWM
1001
JGP Wealth Management
Oregon
$496K
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$493K -$5.82K -21 -1%
ITIM
1003
Indiana Trust & Investment Management
Indiana
$493K
BCA
1004
Berman Capital Advisors
Georgia
$493K +$21.6K +78 +4%
RIA
1005
Regal Investment Advisors
Michigan
$491K +$523K +1,890 New
TWM
1006
TriaGen Wealth Management
California
$488K +$521K +1,881 New
IWA
1007
IVC Wealth Advisors
Pennsylvania
$487K +$519K +1,875 New
CI
1008
Clal Insurance
Israel
$485K
LWM
1009
Lyell Wealth Management
California
$482K +$20.5K +74 +4%
MMG
1010
Monetary Management Group
Missouri
$480K -$13.8K -50 -3%
PPW
1011
Pasadena Private Wealth
California
$480K
RCM
1012
RB Capital Management
Nevada
$480K +$831 +3 +0.2%
VPIM
1013
Vanguard Personalized Indexing Management
California
$480K +$52.6K +190 +11%
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$477K -$66.8K -241 -12%
CCP
1015
Corient Capital Partners
California
$476K +$19.7K +71 +4%
IRC
1016
Investors Research Corp
Georgia
$475K
JWCA
1017
J.W. Cole Advisors
Florida
$473K -$369K -1,331 -42%
JSC
1018
Jackson Square Capital
California
$472K -$4.71K -17 -0.9%
SIC
1019
Samalin Investment Counsel
New York
$470K +$501K +1,808 New
MHIC
1020
Marble Harbor Investment Counsel
Massachusetts
$467K
CPIA
1021
Cornell Pochily Investment Advisors
New York
$467K +$277 +1 +0.1%
WTC
1022
WhitTier Trust Company
Nevada
$467K +$138K +500 +38%
EWM
1023
Evermay Wealth Management
Virginia
$466K
AAP
1024
Arax Advisory Partners
Colorado
$466K +$19.9K +72 +4%
KA
1025
Kovack Advisors
Florida
$463K +$83.6K +302 +20%

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.