We are live on ! Find out more

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
MLFP
1526
MPS Loria Financial Planners
Illinois
$5K +$5.54K +20 New
FPW
1527
Flagship Private Wealth
Massachusetts
$4.37K +$4.99K +18 New
EWM
1528
Endurance Wealth Management
Rhode Island
$4K -$6.65K -24 -60%
MFM
1529
MD Financial Management
Ontario, Canada
$4K +$4.16K +15 New
KFAA
1530
Klaas Financial Asset Advisors
Illinois
$3K +$3.05K +11 New
SFO
1531
Standard Family Office
South Dakota
$3K +$3.6K +13 New
FMP
1532
Financial Management Professionals
Texas
$2K
HFS
1533
HBC Financial Services
Washington
$2K
SWM
1534
Sugarloaf Wealth Management
Georgia
$2K
AFG
1535
Albion Financial Group
Utah
$2K +$2.22K +8 New
TFM
1536
TFC Financial Management
Massachusetts
$2K +$2.49K +9 New
LWA
1537
Lenox Wealth Advisors
New York
$1K -$150K -543 -100%
EIP
1538
Ellis Investment Partners
Pennsylvania
$1K
GWMIA
1539
Global Wealth Management Investment Advisory
Florida
$1K +$1.11K +4 New
SC
1540
Solstein Capital
California
$829 +$227K +821 +35%
WOSD
1541
WFA of San Diego
California
$259 +$2.77K +10 New
SAM
1542
Scopus Asset Management
New York
-$92.7M -368,751 Closed
CCM
1543
Causeway Capital Management
California
-$73.5M -292,162 Closed
MCM
1544
Moore Capital Management
New York
-$73.4M -291,781 Closed
Marshall Wace
1545
Marshall Wace
United Kingdom
-$69.6M -276,656 Closed
Balyasny Asset Management
1546
Balyasny Asset Management
Illinois
-$52.6M -209,077 Closed
CGM
1547
Capital Growth Management
Massachusetts
-$28.4M -113,000 Closed
YCMGA
1548
York Capital Management Global Advisors
New York
-$25.3M -100,400 Closed
TCA
1549
Taconic Capital Advisors
New York
-$18.9M -75,000 Closed
IP
1550
Interval Partners
New York
-$18.6M -74,094 Closed

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.