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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
ST
1451
Sageworth Trust
Pennsylvania
$39K
SFG
1452
Sowa Financial Group
Rhode Island
$39K
AP
1453
Atwood & Palmer
Missouri
$39K +$41.5K +150 New
SIAG
1454
Signet Investment Advisory Group
Rhode Island
$39K +$41.5K +150 New
SWA
1455
SOA Wealth Advisors
New York
$39K +$42.7K +154 New
DWP
1456
Destiny Wealth Partners
Florida
$38K +$41K +148 New
SLF
1457
Sun Life Financial
Ontario, Canada
$37K +$277 +1 +0.7%
WOC
1458
West Oak Capital
California
$37K +$7.48K +27 +24%
RIA
1459
RPG Investment Advisory
California
$36K
TFO
1460
Tarbox Family Office
California
$36K
VCG
1461
Vantage Consulting Group
Virginia
$36K +$37.9K +137 New
EARNEST Partners
1462
EARNEST Partners
Georgia
$35K
AWM
1463
Atticus Wealth Management
Florida
$34K +$36K +130 New
CB
1464
CNB Bank
Pennsylvania
$32K
PCFFS
1465
Pacific Center for Financial Services
California
$31K
LWA
1466
Lowe Wealth Advisors
Maryland
$31K +$27.7K +100 +500%
CWM
1467
Curi Wealth Management
North Carolina
$31K +$33.8K +122 New
WPA
1468
West Paces Advisors
Georgia
$28K
JWA
1469
JFS Wealth Advisors
Pennsylvania
$27K -$15.5K -56 -35%
AWMS
1470
Advocacy Wealth Management Services
Georgia
$27K
JFA
1471
JNBA Financial Advisors
Minnesota
$27K
RWB
1472
RMR Wealth Builders
New Jersey
$27K +$28.5K +103 New
NFSG
1473
Newbridge Financial Services Group
Florida
$26K -$27.7K -100 -50%
MAM
1474
Marquette Asset Management
Minnesota
$26K
PS
1475
Planned Solutions
California
$26K

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.