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FedEx
FDX

1,416 hedge funds and large institutions have $49B invested in FedEx in 2020 Q3 according to their latest regulatory filings, with 315 funds opening new positions, 378 increasing their positions, 543 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 315 | Existing positions closed: 70

300% more funds holding in top 10

Funds holding in top 10: 23 → 92 (+69)

83% more capital invested

Capital invested by funds: $26.8B → $49B (+$22.2B)

20% more funds holding

Funds holding: 1,181 → 1,416 (+235)

1.26% more ownership

Funds ownership: 73.21% → 74.47% (+1.3%)

4% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $2.78B

30% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 543

Holders
1,416
Holders Change
+235
Holders Change %
+19.9%
% of All Funds
28.57%
Holding in Top 10
92
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+300%
% of All Funds
1.86%
New
315
Increased
378
Reduced
543
Closed
70
Calls
$2.9B
Puts
$2.78B
Net Calls
+$121M
Net Calls Change
+$331M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.78B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$857M
3
Fidelity International
Fidelity International
Bermuda
+$183M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$160M
5
AAMU
Amundi Asset Management US
Massachusetts
+$154M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$1.92B
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$269M
3
SAM
Southeastern Asset Management
Tennessee
-$217M
4
Parnassus Investments
Parnassus Investments
California
-$187M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1476
Balentine LLC
Georgia
– -$30K -211 Closed
HFA
1477
Hoover Financial Advisors
Pennsylvania
– -$28K -200 Closed
SWM
1478
Selective Wealth Management
Virginia
– -$28K -200 Closed
KPW
1479
Kore Private Wealth
New York
– -$18K -134 Closed
PWP
1480
Principle Wealth Partners
Connecticut
– -$17K -124 Closed
CM
1481
Caption Management
Oklahoma
– -$11K -82 Closed
PGAM
1482
Princeton Global Asset Management
New Jersey
– -$6K -49 Closed
CWM
1483
Campbell Wealth Management
Virginia
– -$6K -40 Closed
BBA
1484
Braun-Bostich & Associates
Pennsylvania
– -$4K -31 Closed
LFG
1485
Larson Financial Group
Missouri
– -$3K -15 -94%
RG
1486
Retirement Group
California
– -$2K -12 Closed
IWP
1487
IAG Wealth Partners
Wisconsin
– -$2K -11 Closed
MA
1488
Modus Advisors
Minnesota
– -$1K -10 Closed
56 57 58 59
60

FDX Hedge Fund Activity: Q3 2020 in Review

1,416 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2020, worth a combined $49B — up 83% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 315 funds opened new FDX positions and 70 closed out — a net gain of 245 holders — while 378 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.78B. The largest seller was Dodge & Cox, cutting an estimated $1.92B.

  • 1,416 institutional investors held FedEx (FDX) as of Q3 2020, up from 1,181 in Q2 2020.
  • Funds reported $49B of FedEx stock for Q3 2020, up 83% quarter-over-quarter.
  • 315 funds opened new FedEx positions in Q3 2020 and 70 closed out, a net change of +245 holders.
  • The largest FedEx buyer in Q3 2020 was T. Rowe Price Associates, an estimated $1.78B added.
  • The largest FedEx seller in Q3 2020 was Dodge & Cox, an estimated $1.92B sold.

Based on aggregated 13F filings for Q3 2020.