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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
LSA
1101
Lion Street Advisors
Texas
$377K +$467K +1,720 New
GFS
1102
GYL Financial Synergies
Connecticut
$374K +$2.71K +10 +0.6%
EA
1103
Elm Advisors
California
$373K
MJRIC
1104
Mogy Joel R Investment Counsel
California
$373K
IC
1105
Inscription Capital
Texas
$373K +$461K +1,700 New
SC
1106
SouthState Corp
Florida
$371K
SBH
1107
Segall Bryant & Hamill
Illinois
$371K +$122K +449 +36%
PIM
1108
Profit Investment Management
Maryland
$369K
SCM
1109
Shelton Capital Management
Colorado
$368K -$2.39M -8,800 -84%
MWM
1110
Mission Wealth Management
California
$366K -$15.7K -58 -3%
SG
1111
StoneX Group
New York
$364K -$16.6K -61 -4%
SCM
1112
Stevens Capital Management
Pennsylvania
$364K +$450K +1,659 New
BFA
1113
Bragg Financial Advisors
North Carolina
$359K -$4.07K -15 -0.9%
JIC
1114
Joel Isaacson & Co
New York
$357K
CF
1115
Centaurus Financial
California
$356K -$52.4K -193 -11%
MCA
1116
Magnolia Capital Advisors
Mississippi
$356K +$71.4K +263 +19%
MWM
1117
Marietta Wealth Management
Georgia
$355K -$5.43K -20 -1%
SCM
1118
Schnieders Capital Management
California
$355K +$543 +2 +0.1%
ARMC
1119
American Research & Management Company
Massachusetts
$354K -$2.71K -10 -0.6%
WP
1120
WealthSource Partners
California
$354K +$175K +645 +67%
HCP
1121
Hexagon Capital Partners
Arkansas
$352K +$186K +686 +75%
RIA
1122
Regal Investment Advisors
Michigan
$351K -$33.1K -122 -7%
AWM
1123
Altavista Wealth Management
North Carolina
$351K +$7.87K +29 +2%
TFS
1124
Thoroughbred Financial Services
Tennessee
$347K +$175K +645 +69%
LWM
1125
Lyell Wealth Management
California
$346K -$33.9K -125 -7%

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.