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1,684 hedge funds and large institutions have $48.3B invested in FedEx in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 641 increasing their positions, 515 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 293 | Existing positions closed: 102

73% more funds holding in top 10

Funds holding in top 10: 2238 (+16)

24% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 515

17% more capital invested

Capital invested by funds: $41.3B → $48.3B (+$6.99B)

11% more funds holding

Funds holding: 1,5151,684 (+169)

0.37% less ownership

Funds ownership: 71.04%70.67% (-0.37%)

32% less call options, than puts

Call options by funds: $2.2B | Put options by funds: $3.26B

Holders
1,684
Holders Change
+169
Holders Change %
+11.16%
% of All Funds
25.92%
Holding in Top 10
38
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+72.73%
% of All Funds
0.58%
New
293
Increased
641
Reduced
515
Closed
102
Calls
$2.2B
Puts
$3.26B
Net Calls
-$1.05B
Net Calls Change
-$638M
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1326
Okabena Investment Services
Minnesota
$278K
HA
1327
Harbor Advisors
Florida
$277K
TCM
1328
Tradewinds Capital Management
Washington
$277K
RAM
1329
Redmond Asset Management
Virginia
$276K
FA
1330
Faithward Advisors
Pennsylvania
$274K -$3.6K -15 -1%
BFC
1331
Bedel Financial Consulting
Indiana
$274K +$6.24K +26 +3%
BTWM
1332
Baker Tilly Wealth Management
Wisconsin
$273K +$1.68K +7 +0.7%
JSL
1333
JT Stratford LLC
Georgia
$273K +$12.5K +52 +5%
CWC
1334
Carolinas Wealth Consulting
North Carolina
$273K +$90.2K +376 +55%
BJL
1335
Brighton Jones LLC
Washington
$272K -$108K -452 -30%
HR
1336
Howe & Rusling
New York
$272K -$60K -250 -19%
BI
1337
Ballast Inc
Kentucky
$272K -$6.72K -28 -3%
AWA
1338
Arete Wealth Advisors
Illinois
$272K +$253K +1,053 New
LF
1339
Lee Financial
Texas
$271K +$240 +1 +0.1%
RPWA
1340
Regent Peak Wealth Advisors
Georgia
$271K +$10.1K +42 +4%
CCB
1341
Cutter & Co Brokerage
Missouri
$270K +$24.2K +101 +11%
PI
1342
Putnam Investments
Massachusetts
$269K -$960 -4 -0.4%
BC
1343
Burleson & Co
California
$269K
GAG
1344
GM Advisory Group
New York
$269K
AIA
1345
Angeles Investment Advisors
California
$269K +$29K +121 +13%
DCM
1346
Donaldson Capital Management
Indiana
$268K -$2.4K -10 -1%
MWAM
1347
Manhattan West Asset Management
California
$268K +$248K +1,035 New
CMI
1348
Clare Market Investments
Texas
$268K +$248K +1,035 New
RWM
1349
Ritholtz Wealth Management
New York
$267K +$3.36K +14 +1%
HPCM
1350
Hunter Perkins Capital Management
Illinois
$265K

FDX Hedge Fund Activity: Q4 2021 in Review

1,684 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2021, worth a combined $48.3B — up 17% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 293 funds opened new FDX positions and 102 closed out — a net gain of 191 holders — while 641 added to existing stakes and 515 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $727M. The largest seller was JP Morgan Chase, cutting an estimated $590M.

  • 1,684 institutional investors held FedEx (FDX) as of Q4 2021, up from 1,515 in Q3 2021.
  • Funds reported $48.3B of FedEx stock for Q4 2021, up 17% quarter-over-quarter.
  • 293 funds opened new FedEx positions in Q4 2021 and 102 closed out, a net change of +191 holders.
  • The largest FedEx buyer in Q4 2021 was Dodge & Cox, an estimated $727M added.
  • The largest FedEx seller in Q4 2021 was JP Morgan Chase, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2021.