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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
MFC
1451
Mechanics Financial Corp
Ohio
$207K +$192K +800 New
PAMG
1452
Patton Albertson Miller Group
Tennessee
$207K +$192K +800 New
TFA
1453
Triad Financial Advisors
North Carolina
$207K +$192K +800 New
CYG
1454
Clean Yield Group
Vermont
$206K
FNBOSM
1455
First National Bank of South Miami
Florida
$206K +$20.4K +85 +12%
PCM
1456
Pointe Capital Management
Michigan
$206K +$191K +795 New
CAMG
1457
CWA Asset Management Group
Florida
$206K +$191K +796 New
SCM
1458
Southport Capital Management
Tennessee
$206K +$191K +797 New
WIA
1459
World Investment Advisors
California
$206K +$206K +859 New
CAAS
1460
Capital Asset Advisory Services
Michigan
$205K +$190K +793 New
AFAS
1461
Acorn Financial Advisory Services
Virginia
$204K +$189K +788 New
SWM
1462
Silverlake Wealth Management
Vermont
$203K +$189K +787 New
CT
1463
Cambridge Trust
Massachusetts
$203K +$188K +783 New
FAG
1464
Fortitude Advisory Group
Washington
$203K +$188K +785 New
WFI
1465
West Family Investments
California
$202K +$187K +780 New
HBT
1466
Hills Bank & Trust
Iowa
$197K
CFG
1467
CKW Financial Group
Hawaii
$190K
RE
1468
RBC Europe
United Kingdom
$190K +$43.4K +181 +33%
T
1469
TOBAM
France
$184K -$36.7K -153 -18%
OIA
1470
Optimum Investment Advisors
Illinois
$184K -$12.7K -53 -7%
IAS
1471
IMA Advisory Services
Colorado
$174K
EWM
1472
Evermay Wealth Management
Virginia
$172K -$205K -855 -56%
RFA
1473
Reilly Financial Advisors
California
$169K +$13.7K +57 +10%
MAWCM
1474
Mine & Arao Wealth Creation & Management
California
$168K
ATC
1475
Adirondack Trust Company
New York
$168K +$1.2K +5 +0.8%

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.