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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
PCFFS
1601
Pacific Center for Financial Services
California
$31K
LS
1602
Leelyn Smith
Illinois
$30K
WPA
1603
West Paces Advisors
Georgia
$27.9K
GG
1604
Gleason Group
Kentucky
$27K +$240 +1 +1%
AIC
1605
Ayalon Insurance Company
Israel
$26K
CMBA
1606
C.M. Bidwell & Associates
Hawaii
$26K
EI
1607
Ellevest Inc
New York
$26K
MAM
1608
Marquette Asset Management
Minnesota
$26K
DHGWA
1609
Dixon Hughes Goodman Wealth Advisors
North Carolina
$26K +$24K +100 New
AWMS
1610
Advocacy Wealth Management Services
Georgia
$25K
HWM
1611
HighMark Wealth Management
Minnesota
$25K
SCM
1612
Silvant Capital Management
Georgia
$25K
QC
1613
Quent Capital
New York
$25K +$22.8K +95 New
GAM
1614
Gemmer Asset Management
California
$23K -$3.84K -16 -15%
PMFA
1615
Plante Moran Financial Advisors
Michigan
$21K -$233K -969 -92%
FPFS
1616
First Personal Financial Services
North Carolina
$21K +$11.3K +47 +134%
RA
1617
Rise Advisors
New York
$19.5K +$18K +75 New
CWM
1618
Cedar Wealth Management
California
$19K +$18K +75 New
SFG
1619
Steward Financial Group
Texas
$19K +$18K +75 New
CWA
1620
Clearview Wealth Advisors
Oregon
$18K
BIA
1621
Bell Investment Advisors
California
$18K +$8.4K +35 +97%
BBPWM
1622
Blue Bell Private Wealth Management
Pennsylvania
$18K +$16.8K +70 New
JWM
1623
Janiczek Wealth Management
Colorado
$17K +$12K +50 +294%
RCG
1624
Rock Creek Group
District of Columbia
$16K -$31.4K -131 -69%
Loomis, Sayles & Company
1625
Loomis, Sayles & Company
Massachusetts
$16K -$1.92K -8 -12%

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.