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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
ADL
1376
Asset Dedication LLC
California
$84K +$6.24K +23 +6%
GKWIM
1377
Gerber Kawasaki Wealth & Investment Management
California
$84K +$104K +384 New
AWM
1378
AllSquare Wealth Management
New York
$81K
CC
1379
Corsicana & Co
Texas
$79K
LWANC
1380
Laurel Wealth Advisors (North Carolina)
North Carolina
$79K
SWA
1381
Sutton Wealth Advisors
Florida
$78.3K +$543 +2 +0.6%
SFP
1382
Sterling Financial Planning
New Jersey
$78K +$15.2K +56 +19%
TSW
1383
Thompson Siegel & Walmsley
Virginia
$77K
YAL
1384
Your Advocates Ltd
Texas
$73K
IGGA
1385
Iron Gate Global Advisors
Utah
$70K -$436K -1,605 -83%
HI
1386
Hudock Inc
Pennsylvania
$70K -$2.71K -10 -3%
M
1387
MOTCO
Texas
$69K
CAL
1388
Capital Analysts LLC
Pennsylvania
$68K +$72.5K +267 +593%
BC
1389
Barnett & Company
Tennessee
$66K
DAC
1390
Dividend Assets Capital
South Carolina
$66K
JEST
1391
JTC Employer Solutions Trustee
Jersey
$66K
FFA
1392
Freedman Financial Associates
Massachusetts
$64K
RTC
1393
Riverview Trust Company
Washington
$63K
PCG
1394
Private Capital Group
Connecticut
$60K +$3.26K +12 +5%
MA
1395
Montag & Associates
Georgia
$60K +$19.3K +71 +35%
APWA
1396
Atlas Private Wealth Advisors
New Jersey
$59K
CHC
1397
City Holding Co
West Virginia
$59K
HFS
1398
Hantz Financial Services
Michigan
$59K
DSC
1399
Duncker Streett & Co
Missouri
$59K +$5.43K +20 +8%
NL
1400
NVWM LLC
Pennsylvania
$57K -$23.1K -85 -25%

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.