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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
MWC
1401
MBM Wealth Consultants
Missouri
$84K
ATC
1402
Adirondack Trust Company
New York
$81K +$19.4K +70 +25%
FNBOSM
1403
First National Bank of South Miami
Florida
$80K +$85.9K +310 New
WIM
1404
Westside Investment Management
California
$79.4K -$107K -387 -6%
Cohen & Steers
1405
Cohen & Steers
New York
$78K -$27.4K -99 -25%
DAC
1406
Dividend Assets Capital
South Carolina
$78K +$83.1K +300 New
SFP
1407
Sterling Financial Planning
New Jersey
$78K +$83.1K +300 New
BC
1408
Barnett & Company
Tennessee
$77K
RTC
1409
Riverview Trust Company
Washington
$75K
ZB
1410
Zions Bancorporation
Utah
$71K +$831 +3 +1%
BWA
1411
BDO Wealth Advisors
Florida
$71K +$20.8K +75 +38%
SWP
1412
ShoreHaven Wealth Partners
New Jersey
$71K +$75.9K +274 New
EI
1413
Ellevest Inc
New York
$70K +$47.1K +170 +168%
LB
1414
Legacy Bridge
Iowa
$68K
NL
1415
NVWM LLC
Pennsylvania
$68K
AFS
1416
Annapolis Financial Services
Maryland
$66K +$70.1K +253 New
ADL
1417
Asset Dedication LLC
California
$65K +$7.48K +27 +12%
MIM
1418
Merrion Investment Management
New Jersey
$65K +$69.2K +250 New
DSC
1419
Duncker Streett & Co
Missouri
$64K -$25.2K -91 -27%
VCM
1420
Versant Capital Management
Arizona
$63K
TPWA
1421
TRUE Private Wealth Advisors
Oregon
$62K +$2.77K +10 +4%
WAS
1422
Winch Advisory Services
Wisconsin
$61K +$2.22K +8 +4%
CHC
1423
City Holding Co
West Virginia
$60K -$37.7K -136 -37%
CA
1424
Centerpoint Advisors
Massachusetts
$60K
MF
1425
Manchester Financial
California
$58K +$831 +3 +1%

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.