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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
SL
1351
Summitry LLC
California
$265K +$246K +1,025 New
P
1352
&Partners
Tennessee
$263K -$31.2K -130 -11%
FCCM
1353
First City Capital Management
Georgia
$262K -$84.5K -352 -25%
Jacobs Levy Equity Management
1354
Jacobs Levy Equity Management
New Jersey
$261K +$242K +1,009 New
Verition Fund Management
1355
Verition Fund Management
Connecticut
$259K -$2.57M -10,728 -91%
BFM
1356
Boston Financial Management
Massachusetts
$259K -$72K -300 -23%
BCM
1357
Bienville Capital Management
New York
$259K
CM
1358
Castleark Management
Illinois
$259K
ESBC
1359
E.S. Barr & Co
Kentucky
$259K
KPCM
1360
Kings Point Capital Management
New York
$259K
PCM
1361
Perritt Capital Management
Illinois
$259K
WMC
1362
Westwood Management Corporation
Illinois
$259K
MW
1363
Marks Wealth
Maryland
$259K +$240K +1,000 New
MGIA
1364
Moneta Group Investment Advisors
Missouri
$255K -$13.9K -58 -6%
TFF
1365
The Family Firm
Maryland
$255K
PRC
1366
Pearl River Capital
Michigan
$255K +$237K +987 New
QT
1367
Quantbot Technologies
New York
$255K +$237K +987 New
CNC
1368
Canandaigua National Corp
New York
$254K -$2.4K -10 -1%
BWM
1369
BCS Wealth Management
Tennessee
$254K +$960 +4 +0.4%
NFG
1370
Next Financial Group
Texas
$254K +$29.3K +122 +14%
Fisher Asset Management
1371
Fisher Asset Management
Washington
$253K -$23.3K -97 -9%
OPWM
1372
Oxinas Partners Wealth Management
Indiana
$253K +$235K +978 New
BDF
1373
Balasa Dinverno & Foltz
$252K -$5.52K -23 -2%
SFG
1374
Sunburst Financial Group
Alabama
$252K +$234K +975 New
FCA
1375
FinTrust Capital Advisors
South Carolina
$251K -$9.6K -40 -4%

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.