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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
ICM
1201
IMS Capital Management
Oregon
$273K +$97.7K +360 +41%
QPWM
1202
Quadrant Private Wealth Management
Pennsylvania
$271K +$10.9K +40 +3%
TSWM
1203
Triangle Securities Wealth Management
North Carolina
$270K -$2.71K -10 -0.8%
TPA
1204
Trivium Point Advisory
Connecticut
$270K +$44.8K +165 +16%
AFP
1205
Ausdal Financial Partners
Iowa
$265K +$9.5K +35 +3%
WI
1206
Wedgewood Investors
Pennsylvania
$264K -$57K -210 -15%
EWM
1207
Elite Wealth Management
Washington
$264K +$40.7K +150 +14%
CFS
1208
CRA Financial Services
New Jersey
$264K +$47.5K +175 +17%
FRA
1209
Frank Rimerman Advisors
California
$262K
BHBT
1210
Burke & Herbert Bank & Trust
Virginia
$262K -$4.34K -16 -1%
SS
1211
Simplicity Solutions
Minnesota
$262K +$93.9K +346 +41%
NB
1212
Nicolet Bankshares
Wisconsin
$261K -$29.9K -110 -8%
FFWM
1213
Future Financial Wealth Management
Ohio
$261K
SBL
1214
Sargent Bickham Lagudis
Colorado
$259K
GWA
1215
GGM Wealth Advisors
Maryland
$258K -$2.71K -10 -0.9%
IRAG
1216
Investment Research & Advisory Group
Georgia
$258K
FCFC
1217
First Commonwealth Financial Corp
Pennsylvania
$257K -$6.79K -25 -2%
CCFM
1218
Clear Creek Financial Management
Washington
$257K -$271 -1 -0.1%
IWA
1219
IBEX Wealth Advisors
New Jersey
$257K +$53.5K +197 +20%
GC
1220
GFG Capital
Florida
$257K +$121K +446 +62%
LA
1221
LexAurum Advisors
Kansas
$256K +$6.79K +25 +2%
PWPS
1222
Pinnacle Wealth Planning Services
Ohio
$255K -$5.97K -22 -2%
CT
1223
Coastline Trust
Rhode Island
$255K +$2.71K +10 +0.9%
SWA
1224
Stratos Wealth Advisors
Ohio
$255K +$132K +486 +72%
JFA
1225
Johanson Financial Advisors
California
$254K +$58.3K +215 +23%

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.