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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
MS
1426
Mizuho Securities
Japan
$58K +$11.9K +43 +24%
CB
1427
Community Bank
New York
$56K
BWL
1428
Bogart Wealth LLC
Virginia
$56K +$1.94K +7 +3%
LS
1429
Leelyn Smith
Illinois
$56K +$2.22K +8 +4%
SIS
1430
Sound Income Strategies
Florida
$54K -$28.3K -102 -33%
MCM
1431
Manchester Capital Management
Vermont
$52K
MSFP
1432
Mark Sheptoff Financial Planning
Connecticut
$52K +$55.4K +200 New
VCM
1433
Vigilant Capital Management
Maine
$52K +$55.4K +200 New
MA
1434
Montag & Associates
Georgia
$52K +$55.7K +201 New
WWM
1435
Wolff Wiese Magana
California
$51K +$54K +195 New
AWG
1436
Altus Wealth Group
Colorado
$51K +$54.3K +196 New
HFA
1437
Hoover Financial Advisors
Pennsylvania
$51K +$55.4K +200 New
PCTC
1438
Perkins Coie Trust Company
Washington
$49K
SIAG
1439
Safeguard Investment Advisory Group
California
$49K +$52.3K +189 New
TFIPS
1440
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48K +$51.2K +185 New
NWA
1441
Navis Wealth Advisors
New York
$47K +$49.9K +180 New
M
1442
MOTCO
Texas
$46K
ETC
1443
Exchange Traded Concepts
Oklahoma
$45K -$6.37K -23 -12%
SQA
1444
Simon Quick Advisors
New Jersey
$45K +$277 +1 +0.6%
EWA
1445
Evolution Wealth Advisors
Florida
$44K
KFS
1446
Kelly Financial Services
Massachusetts
$43.3K
APWA
1447
Atlas Private Wealth Advisors
New Jersey
$42K +$41.5K +150 +1,154%
FFC
1448
First Financial Corp
Indiana
$40K
Loomis, Sayles & Company
1449
Loomis, Sayles & Company
Massachusetts
$40K +$11.1K +40 +35%
CCA
1450
Childress Capital Advisors
Texas
$40K +$42.4K +153 New

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.