We are live on ! Find out more

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
CBT
1501
CoreFirst Bank & Trust
Kansas
$113K
GWSG
1502
GPS Wealth Strategies Group
Colorado
$113K
JFGIW
1503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K
ZB
1504
Zions Bancorporation
Utah
$112K +$7.68K +32 +8%
SQA
1505
Simon Quick Advisors
New Jersey
$112K +$54.2K +226 +109%
MA
1506
Montag & Associates
Georgia
$109K +$36K +150 +55%
SWA
1507
Sutton Wealth Advisors
Florida
$109K +$15.1K +63 +18%
TF
1508
Tompkins Financial
New York
$108K
MS
1509
Mizuho Securities
Japan
$107K -$362K -1,509 -79%
TFP
1510
Tilia Fiduciary Partners
North Carolina
$107K +$99.1K +413 New
AIP
1511
Ahrens Investment Partners
Louisiana
$106K +$98.4K +410 New
DWA
1512
Dougherty Wealth Advisers
Minnesota
$105K
MWM
1513
Mascoma Wealth Management
New Hampshire
$105K
ODG
1514
O'Dell Group
Ohio
$101K
PB
1515
Pinnacle Bancorp
Nebraska
$100K -$480 -2 -0.5%
TF
1516
TimeScale Financial
Massachusetts
$100K +$720 +3 +0.8%
HCM
1517
Highlander Capital Management
New Jersey
$98K -$10.8K -45 -11%
RWA
1518
RGT Wealth Advisors
Texas
$98K +$91.2K +380 New
ADL
1519
Asset Dedication LLC
California
$97K -$1.92K -8 -2%
CA
1520
Cornerstone Advisory
Maryland
$97K +$90.5K +377 New
AWM
1521
AllSquare Wealth Management
New York
$95K
TSWM
1522
Tyler-Stone Wealth Management
Ohio
$94K +$86.9K +362 New
CC
1523
Corsicana & Co
Texas
$93K
LWANC
1524
Laurel Wealth Advisors (North Carolina)
North Carolina
$93K
C
1525
Covestor
United Kingdom
$93K +$85.9K +358 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.