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
CLOS
1401
Compagnie Lombard Odier SCmA
Switzerland
$232K +$94.8K +395 +79%
IIA
1402
IPG Investment Advisors
California
$232K +$215K +895 New
SIP
1403
Stoneridge Investment Partners
Pennsylvania
$232K +$215K +897 New
SCM
1404
Sitrin Capital Management
California
$230K +$214K +890 New
SWM
1405
Stockman Wealth Management
Montana
$230K +$214K +890 New
ARC
1406
Advisor Resource Council
Texas
$230K +$214K +891 New
WTB
1407
Washington Trust Bank
Washington
$229K +$213K +887 New
PAMP
1408
Polar Asset Management Partners
Ontario, Canada
$228K -$4.89M -20,371 -96%
AI
1409
AXS Investments
New York
$228K +$211K +880 New
HL
1410
HeadInvest LLC
Maine
$228K +$211K +880 New
ASBI
1411
American State Bank (Iowa)
Iowa
$226K
TAM
1412
Trillium Asset Management
Massachusetts
$226K -$15.4K -64 -7%
SIA
1413
Schechter Investment Advisors
Michigan
$226K +$210K +875 New
PFC
1414
Phocas Financial Corp
California
$225K -$24K -100 -10%
CCMD
1415
Cypress Capital Management (Delaware)
Delaware
$225K +$209K +870 New
FMI
1416
F/M Investments
District of Columbia
$225K +$209K +871 New
LW
1417
Linscomb Wealth
Texas
$224K +$208K +865 New
BST
1418
Bath Savings Trust
Maine
$223K -$64.8K -270 -24%
MCCP
1419
Mission Creek Capital Partners
California
$223K -$37.2K -155 -15%
TA
1420
Tiedemann Advisors
New York
$223K +$207K +862 New
WA
1421
Wealthstar Advisors
Texas
$223K +$214K +890 New
PNC
1422
Park National Corp
Ohio
$222K -$13K -54 -6%
MHR
1423
Matthew Hamilton Rosenberg
$221K +$20.6K +86 +11%
VCM
1424
Vivaldi Capital Management
Illinois
$221K +$205K +854 New
SNB
1425
Security National Bank
Nebraska
$221K +$205K +855 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.