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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
JFGIW
1376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$668K -2,410 -84%
CWA
1377
Clearview Wealth Advisors
Oregon
$116K +$124K +446 New
PB
1378
Pinnacle Bancorp
Nebraska
$111K -$277 -1 -0.2%
TF
1379
Tompkins Financial
New York
$109K -$17.4K -63 -13%
DWA
1380
Dougherty Wealth Advisers
Minnesota
$106K
CWC
1381
Carolinas Wealth Consulting
North Carolina
$103K +$83.1K +300 +309%
GEA
1382
Glen Eagle Advisors
New Jersey
$103K +$277 +1 +0.3%
SN
1383
Sittner & Nelson
Oregon
$100K +$106K +384 New
TF
1384
TimeScale Financial
Massachusetts
$99K +$277 +1 +0.3%
ME
1385
McIlrath & Eck
Washington
$97K +$11.1K +40 +12%
TC
1386
Truvestments Capital
Florida
$97K +$62.6K +226 +151%
AWM
1387
AllSquare Wealth Management
New York
$96K
AIC
1388
Ayalon Insurance Company
Israel
$96K
EP
1389
Eudaimonia Partners
Tennessee
$96K +$34.6K +125 +51%
TFA
1390
Toth Financial Advisory
Virginia
$95K -$1.14M -4,100 -92%
PFO
1391
Pathstone Family Office
New Jersey
$94K +$16.6K +60 +20%
SWA
1392
Sutton Wealth Advisors
Florida
$93.5K +$1.39K +5 +1%
LWANC
1393
Laurel Wealth Advisors (North Carolina)
North Carolina
$93K -$8.31K -30 -8%
NSB
1394
Norway Savings Bank
Maine
$92K +$97.8K +353 New
TSW
1395
Thompson Siegel & Walmsley
Virginia
$91K
PCG
1396
Private Capital Group
Connecticut
$91K +$28.5K +103 +42%
IFAM
1397
Institutional & Family Asset Management
Colorado
$90K
O
1398
Ossiam
France
$89K -$2.31M -8,355 -96%
LWM
1399
Liberty Wealth Management
California
$89K +$2.22K +8 +2%
YAL
1400
Your Advocates Ltd
Texas
$86K

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.