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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
FA
1626
Financial Avengers
California
$16K
CSWM
1627
Cassady Schiller Wealth Management
Ohio
$16K +$15.4K +64 New
ETC
1628
Exchange Traded Concepts
Oklahoma
$15K
GTAM
1629
Global Trust Asset Management
Florida
$15K
IAG
1630
Investmark Advisory Group
Connecticut
$15K +$14.4K +60 New
FP
1631
Financial Perspectives
Minnesota
$14.2K
MCM
1632
Magnolia Capital Management
New York
$14K +$13.2K +55 New
VNA
1633
Valley National Advisers
Pennsylvania
$13K -$19.7K -82 -62%
CMA
1634
Cedar Mountain Advisors
Oregon
$13K
FPB
1635
First PREMIER Bank
South Dakota
$13K
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$13K
MGIM
1637
M&G Investment Management
United Kingdom
$12.4K -$16M -66,599 -58%
ANBT
1638
American National Bank & Trust
Texas
$12K
PAI
1639
Pittenger & Anderson Inc
Nebraska
$12K
RDFA
1640
Ritter Daniher Financial Advisory
Ohio
$12K
CWM
1641
Cranbrook Wealth Management
Michigan
$11K
OA
1642
Operose Advisors
Wisconsin
$11K +$10.6K +44 New
BFG
1643
Baron Financial Group
New Jersey
$10.3K
WBC
1644
West Branch Capital
Massachusetts
$10K
ARIS
1645
Advanced Research Investment Solutions
California
$10K +$9.6K +40 New
UOTTAIMCU
1646
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$9.6K +40 New
SIAP
1647
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
TCWA
1648
Ten Capital Wealth Advisors
Washington
$9K
TFGT
1649
TS Financial Group (TSFG)
Illinois
$9K
KFI
1650
Key Financial Inc
Pennsylvania
$9K +$2.4K +10 +40%

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.