We are live on ! Find out more

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
PMG
1376
ProVise Management Group
Florida
$251K
RW
1377
Rede Wealth
Virginia
$251K +$1.44K +6 +0.6%
ED
1378
Exane Derivatives
France
$249K +$231K +962 New
GPA
1379
Garrison Point Advisors
California
$248K
CA
1380
CoreCap Advisors
Michigan
$248K +$230K +957 New
CPO
1381
Cerity Partners OCIO
New York
$248K +$230K +958 New
KCM
1382
KRS Capital Management
Michigan
$247K +$230K +958 New
BCM
1383
Buckhead Capital Management
Georgia
$246K
Fayez Sarofim & Co
1384
Fayez Sarofim & Co
Texas
$244K +$226K +942 New
SPA
1385
Sentinel Pension Advisors
Massachusetts
$244K +$226K +942 New
WH
1386
Willner & Heller
California
$243K +$266K +1,110 New
JSC
1387
Jackson Square Capital
California
$242K
IA
1388
Insight Advisors
Pennsylvania
$241K -$14.6K -61 -6%
SAM
1389
Secure Asset Management
Michigan
$241K +$224K +932 New
FMTC
1390
Farmers & Merchants Trust Company
California
$239K
BAM
1391
Bellevue Asset Management
Washington
$239K +$2.4K +10 +1%
FFWM
1392
Future Financial Wealth Management
Ohio
$239K +$12K +50 +6%
ACP
1393
Aviance Capital Partners
Florida
$238K +$221K +922 New
BG
1394
Bahl & Gaynor
Ohio
$237K
OWP
1395
Obermeyer Wealth Partners
Colorado
$237K
FMN
1396
Financial Management Network
California
$237K +$215K +895 New
TCM
1397
Traynor Capital Management
Pennsylvania
$235K +$219K +911 New
OC
1398
Oakworth Capital
Alabama
$233K
RWA
1399
Ropes Wealth Advisors
Massachusetts
$233K +$216K +900 New
IIC
1400
Ironwood Investment Counsel
Arizona
$233K +$217K +903 New

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.