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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
CSIC
1326
Clifford Swan Investment Counsel
California
$212K -$27.7K -100 -11%
Members Trust
1327
Members Trust
Florida
$212K -$9.69K -35 -4%
SP
1328
Successful Portfolios
Florida
$212K
WP
1329
WealthShield Partners
North Carolina
$212K +$225K +814 New
1SB
1330
1ST Source Bank
Indiana
$211K
HAS
1331
HBW Advisory Services
California
$211K
FWP
1332
FAS Wealth Partners
Kansas
$210K -$5.54K -20 -2%
CWM
1333
Connecticut Wealth Management
Connecticut
$210K +$277 +1 +0.1%
CCC
1334
Crescent Capital Consulting
Louisiana
$209K +$223K +805 New
Fiera Capital (Canada)
1335
Fiera Capital (Canada)
Quebec, Canada
$208K
SMA
1336
Sage Mountain Advisors
Georgia
$208K +$222K +800 New
NSIM
1337
North Star Investment Management
Illinois
$207K +$27.7K +100 +14%
VV
1338
Verity & Verity
South Carolina
$206K
CYG
1339
Clean Yield Group
Vermont
$205K
CL
1340
CPWM LLC
Washington
$205K +$219K +789 New
BBNA
1341
Bremer Bank National Association
Minnesota
$205K +$219K +791 New
FNBOH
1342
First National Bank of Hutchinson
Kansas
$204K +$240K +865 New
BS
1343
Banco Santander
Spain
$203K -$497K -1,794 -70%
TWM
1344
Tradition Wealth Management
Minnesota
$203K +$217K +782 New
LW
1345
Linscomb Wealth
Texas
$201K +$214K +774 New
CRWM
1346
Castle Rock Wealth Management
California
$201K +$219K +791 New
NFG
1347
Next Financial Group
Texas
$200K -$44.6K -161 -17%
EFSCE
1348
Enterprise Financial Services Corp (EFSC)
Missouri
$192K -$5.82K -21 -3%
GI
1349
Gradient Investments
Minnesota
$191K
HBT
1350
Hills Bank & Trust
Iowa
$191K

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.