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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
TPCW
1426
TD Private Client Wealth
New York
$221K +$14.9K +62 +8%
EAM
1427
Evanson Asset Management
California
$220K
PA
1428
PFG Advisors
Arizona
$220K +$204K +851 New
NB
1429
Northwest Bancshares
Pennsylvania
$219K +$203K +846 New
SP
1430
Successful Portfolios
Florida
$219K +$203K +847 New
CT
1431
Caldwell Trust
Florida
$219K +$31.7K +132 +19%
WPC
1432
Wedmont Private Capital
Pennsylvania
$218K +$203K +845 New
VV
1433
Verity & Verity
South Carolina
$217K
PAS
1434
Park Avenue Securities
New York
$217K +$201K +839 New
TC
1435
Tacita Capital
Ontario, Canada
$216K
BFPW
1436
BOK Financial Private Wealth
Colorado
$214K +$198K +827 New
IIL
1437
Insight Inv LLC
California
$213K +$197K +822 New
WA
1438
Wealth Architects
California
$213K +$197K +822 New
BFA
1439
Bill Few Associates
Pennsylvania
$213K +$198K +823 New
TWM
1440
Tradition Wealth Management
Minnesota
$212K +$960 +4 +0.5%
HAS
1441
HBW Advisory Services
California
$212K +$197K +819 New
ST
1442
Somerset Trust
Pennsylvania
$211K +$196K +815 New
CSIC
1443
Clifford Swan Investment Counsel
California
$211K +$196K +817 New
TCWM
1444
Total Clarity Wealth Management
Illinois
$210K +$186K +776 +2,217%
CCC
1445
Crescent Capital Consulting
Louisiana
$209K
SWM
1446
Selective Wealth Management
Virginia
$209K
EFSCE
1447
Enterprise Financial Services Corp (EFSC)
Missouri
$209K +$177K +737 +1,010%
CIP
1448
Convergence Investment Partners
Florida
$208K +$193K +803 New
AI
1449
Accredited Investors
Minnesota
$208K +$193K +806 New
RBC
1450
Roble Belko & Company
Pennsylvania
$207K

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.