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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
NRS
1001
Neville Rodie & Shaw
New York
$512K +$13.6K +50 +2%
BDWM
1002
Brewin Dolphin Wealth Management
Ireland
$508K
FCB
1003
First Command Bank
Texas
$506K
FCFS
1004
First Command Financial Services
Texas
$506K
TMAM
1005
Tokio Marine Asset Management
Japan
$501K +$3.8K +14 +0.6%
MSAM
1006
Moloney Securities Asset Management
Missouri
$498K -$171K -631 -22%
SSWG
1007
Seven Springs Wealth Group
Tennessee
$496K
PA
1008
Probity Advisors
Texas
$494K -$18.5K -68 -3%
NCM
1009
New Capital Management
Texas
$494K +$598K +2,202 New
BIA
1010
BHK Investment Advisors
Alabama
$493K +$52.9K +195 +9%
SIM
1011
Sentry Investment Management
Wisconsin
$492K -$89K -328 -13%
CFGS
1012
Concourse Financial Group Securities
Alabama
$492K +$78.7K +290 +15%
TIA
1013
Tiemann Investment Advisors
California
$488K -$4.07K -15 -0.7%
VFPI
1014
Vantage Financial Partners (Illinois)
Illinois
$488K +$6.79K +25 +1%
WP
1015
WealthShield Partners
North Carolina
$488K +$449K +1,655 +291%
IWA
1016
IVC Wealth Advisors
Pennsylvania
$486K +$71.6K +264 +14%
IF
1017
Intrua Financial
Texas
$484K +$169K +623 +43%
AP
1018
Arlington Partners
Alabama
$483K +$41.8K +154 +8%
WPW
1019
Waldron Private Wealth
Pennsylvania
$483K +$125K +459 +26%
PA
1020
PSI Advisors
Florida
$481K +$286K +1,055 +93%
WSTAM
1021
Wilbanks Smith & Thomas Asset Management
Virginia
$478K -$6.51K -24 -1%
BO
1022
Bank OZK
Arkansas
$477K
PWM
1023
Perigon Wealth Management
California
$475K +$273K +1,005 +86%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$474K -$80.1K -295 -12%
FANJ
1025
Financial Architects (New Jersey)
New Jersey
$473K -$122K -450 -17%

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.