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FedEx
FDX

1,416 hedge funds and large institutions have $49B invested in FedEx in 2020 Q3 according to their latest regulatory filings, with 315 funds opening new positions, 378 increasing their positions, 543 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 315 | Existing positions closed: 70

300% more funds holding in top 10

Funds holding in top 10: 23 → 92 (+69)

83% more capital invested

Capital invested by funds: $26.8B → $49B (+$22.2B)

20% more funds holding

Funds holding: 1,181 → 1,416 (+235)

1.26% more ownership

Funds ownership: 73.21% → 74.47% (+1.3%)

4% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $2.78B

30% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 543

Holders
1,416
Holders Change
+235
Holders Change %
+19.9%
% of All Funds
28.57%
Holding in Top 10
92
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+300%
% of All Funds
1.86%
New
315
Increased
378
Reduced
543
Closed
70
Calls
$2.9B
Puts
$2.78B
Net Calls
+$121M
Net Calls Change
+$331M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.78B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$857M
3
Fidelity International
Fidelity International
Bermuda
+$183M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$160M
5
AAMU
Amundi Asset Management US
Massachusetts
+$154M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$1.92B
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$269M
3
SAM
Southeastern Asset Management
Tennessee
-$217M
4
Parnassus Investments
Parnassus Investments
California
-$187M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1151
Buckhead Capital Management
Georgia
$277K +$220K +1,100 New
FSA
1152
Franklin Street Advisors
North Carolina
$277K +$221K +1,103 New
WPW
1153
Waldron Private Wealth
Pennsylvania
$275K +$219K +1,093 New
FIM
1154
Freedom Investment Management
Connecticut
$273K +$217K +1,086 New
FCIM
1155
Fairview Capital Investment Management
California
$272K +$217K +1,085 New
GG
1156
Gofen & Glossberg
Illinois
$270K +$215K +1,075 New
RAM
1157
Redmond Asset Management
Virginia
$269K +$214K +1,068 New
HA
1158
Harbor Advisors
Florida
$269K +$214K +1,071 New
APWM
1159
Atlas Private Wealth Management
New York
$268K -$25.2K -126 -11%
BCWM
1160
Blue Chip Wealth Management
Florida
$267K +$212K +1,060 New
EFS
1161
Essex Financial Services
Connecticut
$266K +$212K +1,059 New
LA
1162
LexAurum Advisors
Kansas
$263K +$209K +1,044 New
SSWM
1163
Sheets Smith Wealth Management
North Carolina
$262K +$209K +1,043 New
LF
1164
Lee Financial
Texas
$261K – – –
DCM
1165
Donaldson Capital Management
Indiana
$261K +$207K +1,037 New
PG
1166
Pendal Group
Australia
$259K +$206K +1,029 New
MCCP
1167
Mission Creek Capital Partners
California
$259K +$206K +1,031 New
HPCM
1168
Hunter Perkins Capital Management
Illinois
$258K +$205K +1,025 New
SL
1169
Summitry LLC
California
$258K +$205K +1,025 New
B
1170
Bailard
California
$255K +$202K +1,012 New
CFG
1171
CKW Financial Group
Hawaii
$254K -$90K -450 -31%
BWM
1172
BerganKDV Wealth Management
Minnesota
$254K +$1K +5 +0.5%
ICM
1173
IMS Capital Management
Oregon
$254K +$202K +1,009 New
TFF
1174
The Family Firm
Maryland
$254K +$202K +1,009 New
VIA
1175
Vident Investment Advisory
Georgia
$254K +$202K +1,010 New
45 46
47
48 49

FDX Hedge Fund Activity: Q3 2020 in Review

1,416 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2020, worth a combined $49B — up 83% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 315 funds opened new FDX positions and 70 closed out — a net gain of 245 holders — while 378 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.78B. The largest seller was Dodge & Cox, cutting an estimated $1.92B.

  • 1,416 institutional investors held FedEx (FDX) as of Q3 2020, up from 1,181 in Q2 2020.
  • Funds reported $49B of FedEx stock for Q3 2020, up 83% quarter-over-quarter.
  • 315 funds opened new FedEx positions in Q3 2020 and 70 closed out, a net change of +245 holders.
  • The largest FedEx buyer in Q3 2020 was T. Rowe Price Associates, an estimated $1.78B added.
  • The largest FedEx seller in Q3 2020 was Dodge & Cox, an estimated $1.92B sold.

Based on aggregated 13F filings for Q3 2020.