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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
LC
1476
Lindbrook Capital
California
$168K +$36.2K +151 +30%
FCT
1477
First Community Trust
Iowa
$164K +$152K +635 New
TC
1478
Truvestments Capital
Florida
$161K +$4.32K +18 +3%
CA
1479
Crewe Advisors
Utah
$159K -$3.6K -15 -2%
CSB
1480
City State Bank
Iowa
$156K +$145K +604 New
EL
1481
EMFO LLC
Florida
$155K -$576K -2,400 -80%
PWC
1482
PYA Waltman Capital
Tennessee
$152K +$141K +587 New
WWM
1483
Wolff Wiese Magana
California
$149K +$91K +379 +194%
ST
1484
Smithfield Trust
Pennsylvania
$148K
HR
1485
Hayden Royal
North Carolina
$142K +$132K +550 New
NF
1486
Norwood Financial
Pennsylvania
$142K +$132K +550 New
HWA
1487
HHM Wealth Advisors
Tennessee
$141K -$37.9K -158 -22%
CFD
1488
Creative Financial Designs
Indiana
$139K -$3.12K -13 -2%
EW
1489
Evoke Wealth
California
$136K -$20.6K -86 -14%
BWM
1490
BerganKDV Wealth Management
Minnesota
$132K -$35.8K -149 -23%
APW
1491
Austin Private Wealth
Texas
$128K +$2.4K +10 +2%
TFS
1492
TrustCore Financial Services
Tennessee
$125K +$70.6K +294 +156%
ME
1493
McIlrath & Eck
Washington
$120K +$5.52K +23 +5%
AA
1494
AlphaCentric Advisors
Puerto Rico
$119K -$20.4K -85 -16%
LCM
1495
Logan Capital Management
Pennsylvania
$118K
SN
1496
Sittner & Nelson
Oregon
$117K
VCM
1497
Versant Capital Management
Arizona
$117K +$60.2K +251 +124%
GEA
1498
Glen Eagle Advisors
New Jersey
$116K +$480 +2 +0.4%
EWA
1499
EverSource Wealth Advisors
Alabama
$116K +$107K +447 New
PP
1500
PFS Partners
New Jersey
$114K +$106K +440 New

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.