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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
EWM
1226
Elite Wealth Management
Washington
$273K +$291K +1,052 New
SSWM
1227
Sheets Smith Wealth Management
North Carolina
$271K
BC
1228
Burleson & Co
California
$270K
DCM
1229
Donaldson Capital Management
Indiana
$269K
LF
1230
Lee Financial
Texas
$269K
BA
1231
Ballew Advisors
Mississippi
$269K +$304K +1,097 New
GDP
1232
Great Diamond Partners
Maine
$268K -$171K -616 -37%
MCCP
1233
Mission Creek Capital Partners
California
$268K
ACP
1234
Aviance Capital Partners
Florida
$268K +$13.8K +50 +5%
RPWA
1235
Regent Peak Wealth Advisors
Georgia
$268K +$16.9K +61 +6%
GWA
1236
GGM Wealth Advisors
Maryland
$268K +$294K +1,063 New
HPCM
1237
Hunter Perkins Capital Management
Illinois
$266K
RA
1238
RFG Advisory
Alabama
$265K -$78.7K -284 -21%
BTWM
1239
Baker Tilly Wealth Management
Wisconsin
$265K +$283K +1,020 New
BFC
1240
Bedel Financial Consulting
Indiana
$263K -$32.7K -118 -10%
RMAM
1241
Raab & Moskowitz Asset Management
New Jersey
$263K
VIA
1242
Vident Investment Advisory
Georgia
$261K -$1.94K -7 -0.7%
TCM
1243
Tradewinds Capital Management
Washington
$261K
BCM
1244
Bienville Capital Management
New York
$260K
CM
1245
Castleark Management
Illinois
$260K
ESBC
1246
E.S. Barr & Co
Kentucky
$260K
NG
1247
NatWest Group
United Kingdom
$260K
PMFA
1248
Plante Moran Financial Advisors
Michigan
$260K
WMC
1249
Westwood Management Corporation
Illinois
$260K
OCM
1250
Orchard Capital Management
Illinois
$260K +$277K +1,000 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.