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1,515 hedge funds and large institutions have $41.3B invested in FedEx in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 673 increasing their positions, 482 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 482

2.88% less ownership

Funds ownership: 73.93%71.04% (-2.9%)

5% less funds holding

Funds holding: 1,6021,515 (-87)

12% less call options, than puts

Call options by funds: $3.08B | Put options by funds: $3.49B

29% less capital invested

Capital invested by funds: $58.4B → $41.3B (-$17B)

39% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 182

59% less funds holding in top 10

Funds holding in top 10: 5422 (-32)

Holders
1,515
Holders Change
-87
Holders Change %
-5.43%
% of All Funds
26.52%
Holding in Top 10
22
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-59.26%
% of All Funds
0.39%
New
111
Increased
673
Reduced
482
Closed
182
Calls
$3.08B
Puts
$3.49B
Net Calls
-$417M
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1676
CVA Family Office
Colorado
-$103K -345 Closed
GAM
1677
GVO Asset Management
Switzerland
-$76K -254 Closed
SB
1678
Strategic Blueprint
Georgia
-$50K -166 Closed
MFG
1679
Monumental Financial Group
Maryland
-$45K -150 Closed
NIM
1680
NuWave Investment Management
New Jersey
-$34K -115 Closed
AL
1681
ADE LLC
Maryland
-$30K -100 Closed
LWA
1682
Lowe Wealth Advisors
Maryland
-$30K -100 Closed
MA
1683
Modus Advisors
Minnesota
-$14K -46 Closed
MFM
1684
MD Financial Management
Ontario, Canada
-$12K -40 Closed
TCCM
1685
Timber Creek Capital Management
Massachusetts
-$11K -40 Closed
PWS
1686
Paragon Wealth Strategies
Florida
-$10K -33 Closed
AW
1687
Avion Wealth
Texas
-$9K -30 Closed
HI
1688
Hoey Investments
Pennsylvania
-$9K -30 Closed
FPW
1689
Flagship Private Wealth
Massachusetts
-$5.28K -18 Closed
SFO
1690
Standard Family Office
South Dakota
-$3K -11 Closed
TFM
1691
TFC Financial Management
Massachusetts
-$3K -9 Closed
AFG
1692
Albion Financial Group
Utah
-$2K -8 Closed
HF
1693
Halpern Financial
Virginia
-$2.09K -7 Closed
PWP
1694
Personal Wealth Partners
Minnesota
-$2K -7 Closed
SWG
1695
Summit Wealth Group
Vermont
-$2K -6 Closed
GIA
1696
Goodwin Investment Advisory
Georgia
+$271 +1 New
SSC
1697
Syverson Strege & Co
Iowa
+$271 +1 New

FDX Hedge Fund Activity: Q3 2021 in Review

1,515 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2021, worth a combined $41.3B — down 29% from $58.4B a quarter earlier.

Sellers outnumbered buyers: 182 funds closed out of FDX and 111 opened new positions — a net loss of 71 holders — while 482 trimmed existing stakes and 673 added.

The largest buyer was Susquehanna International Group, adding an estimated $666M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.07B.

  • 1,515 institutional investors held FedEx (FDX) as of Q3 2021, down from 1,602 in Q2 2021.
  • Funds reported $41.3B of FedEx stock for Q3 2021, down 29% quarter-over-quarter.
  • 111 funds opened new FedEx positions in Q3 2021 and 182 closed out, a net change of -71 holders.
  • The largest FedEx buyer in Q3 2021 was Susquehanna International Group, an estimated $666M added.
  • The largest FedEx seller in Q3 2021 was T. Rowe Price Associates, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2021.