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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
MHR
1326
Matthew Hamilton Rosenberg
$169K +$40.7K +150 +24%
OIA
1327
Optimum Investment Advisors
Illinois
$167K -$560K -2,062 -73%
HBT
1328
Hills Bank & Trust
Iowa
$167K -$6.24K -23 -3%
CFG
1329
CKW Financial Group
Hawaii
$160K
CT
1330
Caldwell Trust
Florida
$156K -$19K -70 -9%
FNBOSM
1331
First National Bank of South Miami
Florida
$156K +$17.1K +63 +10%
HWA
1332
HHM Wealth Advisors
Tennessee
$155K -$25.2K -93 -12%
EBA
1333
Eagle Bay Advisors
New York
$155K +$81.7K +301 +75%
ATC
1334
Adirondack Trust Company
New York
$151K +$10.3K +38 +6%
CWC
1335
Carolinas Wealth Consulting
North Carolina
$150K +$21.2K +78 +13%
GI
1336
Gradient Investments
Minnesota
$149K -$543 -2 -0.3%
ACA
1337
Atlas Capital Advisors
Wyoming
$147K -$725K -2,672 -80%
IAS
1338
IMA Advisory Services
Colorado
$147K
BWM
1339
BerganKDV Wealth Management
Minnesota
$145K
MAWCM
1340
Mine & Arao Wealth Creation & Management
California
$143K
CA
1341
Crewe Advisors
Utah
$138K -$1.9K -7 -1%
EW
1342
Evoke Wealth
California
$134K
TC
1343
Truvestments Capital
Florida
$133K +$17.4K +64 +12%
RFA
1344
Reilly Financial Advisors
California
$131K
ST
1345
Smithfield Trust
Pennsylvania
$128K
RE
1346
RBC Europe
United Kingdom
$121K -$10.3K -38 -6%
CFD
1347
Creative Financial Designs
Indiana
$121K -$31.2K -115 -17%
ACM
1348
Antonetti Capital Management
Florida
$120K +$148K +545 New
AA
1349
AlphaCentric Advisors
Puerto Rico
$119K
PWM
1350
Prentice Wealth Management
New York
$116K -$271 -1 -0.2%

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.