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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
SBL
1201
Sargent Bickham Lagudis
Colorado
$291K +$197K +710 +173%
SFG
1202
SageGuard Financial Group
Tennessee
$290K +$309K +1,115 New
FA
1203
Faithward Advisors
Pennsylvania
$289K -$10.2K -37 -3%
KCM
1204
Kanawha Capital Management
Virginia
$289K +$831 +3 +0.3%
FEM
1205
Fulcrum Equity Management
Texas
$288K +$307K +1,109 New
CT
1206
Cambridge Trust
Massachusetts
$286K -$20.2K -73 -6%
BCM
1207
Buckhead Capital Management
Georgia
$286K
LA
1208
LexAurum Advisors
Kansas
$286K +$16.3K +59 +6%
FCA
1209
FinTrust Capital Advisors
South Carolina
$286K +$37.7K +136 +14%
PCM
1210
Palisade Capital Management
New Jersey
$286K +$305K +1,100 New
PWM
1211
Perigon Wealth Management
California
$284K +$46.3K +167 +18%
PI
1212
Pettee Investors
Connecticut
$284K +$49.9K +180 +20%
BST
1213
Bath Savings Trust
Maine
$282K +$40.2K +145 +15%
FCIM
1214
Fairview Capital Investment Management
California
$281K
CA
1215
CGN Advisors
Kansas
$281K +$300K +1,082 New
MWM
1216
Meridian Wealth Management
Kentucky
$281K +$301K +1,086 New
BI
1217
Ballast Inc
Kentucky
$280K -$27.7K -100 -8%
NB
1218
NBT Bank
New York
$279K +$41.5K +150 +16%
HA
1219
Harbor Advisors
Florida
$278K
RAM
1220
Redmond Asset Management
Virginia
$277K
APWM
1221
Atlas Private Wealth Management
New York
$276K
VCM
1222
Vivaldi Capital Management
Illinois
$275K -$52.6K -190 -15%
BWM
1223
BerganKDV Wealth Management
Minnesota
$275K +$14.1K +51 +5%
CMBA
1224
C.M. Bidwell & Associates
Hawaii
$274K +$39.9K +144 +16%
FRM
1225
Fox Run Management
Connecticut
$274K +$292K +1,054 New

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.