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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
RMAM
1176
Raab & Moskowitz Asset Management
New Jersey
$254K +$203K +1,013 New
TCM
1177
Tradewinds Capital Management
Washington
$253K +$11K +55 +6%
CM
1178
Castleark Management
Illinois
$252K – – –
PMFA
1179
Plante Moran Financial Advisors
Michigan
$252K – – –
BCM
1180
Bienville Capital Management
New York
$252K +$200K +1,000 New
ESBC
1181
E.S. Barr & Co
Kentucky
$252K +$200K +1,000 New
NG
1182
NatWest Group
United Kingdom
$252K +$200K +1,000 New
WMC
1183
Westwood Management Corporation
Illinois
$252K +$200K +1,000 New
CCB
1184
Cutter & Co Brokerage
Missouri
$252K +$201K +1,003 New
NB
1185
Northwest Bancshares
Pennsylvania
$251K +$199K +997 New
PK
1186
Pflug Koory
Nebraska
$250K -$27K -135 -12%
GAG
1187
GM Advisory Group
New York
$250K +$199K +995 New
BAM
1188
Bellevue Asset Management
Washington
$247K – – –
ACP
1189
Aviance Capital Partners
Florida
$247K +$197K +984 New
BWM
1190
BCS Wealth Management
Tennessee
$246K +$196K +978 New
WDA
1191
Wendell David Associates
New Hampshire
$246K +$196K +978 New
CNC
1192
Canandaigua National Corp
New York
$245K +$195K +975 New
RWM
1193
Ritholtz Wealth Management
New York
$244K +$194K +970 New
RPWA
1194
Regent Peak Wealth Advisors
Georgia
$244K +$194K +971 New
CAIMH
1195
Central Asset Investments & Management Holdings
Hong Kong
$241K +$192K +960 New
GPA
1196
Garrison Point Advisors
California
$241K +$192K +960 New
SIC
1197
Salem Investment Counselors
North Carolina
$240K – – –
ARTA
1198
A.R.T. Advisors
New York
$240K +$191K +955 New
1WA
1199
180 Wealth Advisors
Washington
$239K +$167K +833 New
AFAS
1200
Acorn Financial Advisory Services
Virginia
$236K +$188K +938 New
46 47
48
49 50

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.