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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
OWP
1276
Obermeyer Wealth Partners
Colorado
$238K +$253K +915 New
EWM
1277
EPG Wealth Management
Georgia
$238K +$254K +917 New
IIA
1278
IPG Investment Advisors
California
$237K +$253K +913 New
OC
1279
Oakworth Capital
Alabama
$237K
MCA
1280
Magnolia Capital Advisors
Mississippi
$237K +$253K +913 New
PCA
1281
Providence Capital Advisors
North Carolina
$235K +$250K +904 New
LWAC
1282
Laurel Wealth Advisors (California)
California
$235K +$251K +905 New
CFS
1283
CRA Financial Services
New Jersey
$235K +$251K +906 New
CRCM
1284
Corbett Road Capital Management
Virginia
$233K +$249K +899 New
FIM
1285
Freedom Investment Management
Connecticut
$232K -$53.2K -192 -18%
IAN
1286
Integrated Advisors Network
Texas
$232K +$247K +892 New
SCM
1287
Sitrin Capital Management
California
$231K
BAM
1288
Bellevue Asset Management
Washington
$230K -$19.1K -69 -7%
COCM
1289
Charter Oak Capital Management
New Hampshire
$230K +$246K +887 New
XM
1290
XTX Markets
New York
$229K +$244K +882 New
ST
1291
Smithfield Trust
Pennsylvania
$228K +$92.8K +335 +61%
ASBI
1292
American State Bank (Iowa)
Iowa
$227K +$242K +875 New
AAS
1293
Annex Advisory Services
Wisconsin
$227K +$242K +873 New
FMI
1294
F/M Investments
District of Columbia
$226K +$241K +871 New
CW
1295
CreativeOne Wealth
Kansas
$226K +$242K +872 New
AI
1296
Accredited Investors
Minnesota
$225K -$11.9K -43 -5%
T
1297
TOBAM
France
$225K
FMN
1298
Financial Management Network
California
$225K +$247K +893 New
AFAS
1299
Acorn Financial Advisory Services
Virginia
$224K -$20.8K -75 -8%
TA
1300
Tiedemann Advisors
New York
$224K

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.