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1,399 hedge funds and large institutions have $48.1B invested in FedEx in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 523 increasing their positions, 537 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 86

2% more funds holding

Funds holding: 1,3781,399 (+21)

0.14% more ownership

Funds ownership: 74.82%74.96% (+0.14%)

3% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 537

4% less capital invested

Capital invested by funds: $50B → $48.1B (-$1.94B)

23% less funds holding in top 10

Funds holding in top 10: 8767 (-20)

35% less call options, than puts

Call options by funds: $894M | Put options by funds: $1.37B

Holders
1,399
Holders Change
+21
Holders Change %
+1.52%
% of All Funds
32.07%
Holding in Top 10
67
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-22.99%
% of All Funds
1.54%
New
121
Increased
523
Reduced
537
Closed
86
Calls
$894M
Puts
$1.37B
Net Calls
-$479M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$8.97M -$6.21M -24,573 -40%
PP
302
Palladium Partners
Virginia
$8.93M +$728K +2,879 +8%
PIA
303
Piedmont Investment Advisors
North Carolina
$8.92M -$4.07M -16,095 -30%
ProShare Advisors
304
ProShare Advisors
Maryland
$8.87M +$583K +2,307 +7%
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$8.86M -$854K -3,378 -8%
JMH
306
J.M. Hartwell
New York
$8.85M +$4.86M +19,225 +109%
RFC
307
Regions Financial Corp
Alabama
$8.84M +$1.98M +7,827 +27%
GG
308
Greenwood Gearhart
Arkansas
$8.72M +$328K +1,297 +4%
AB
309
Amalgamated Bank
New York
$8.71M +$898K +3,552 +11%
TAM
310
Tocqueville Asset Management
New York
$8.66M +$6.79M +26,868 +292%
SI
311
Stephens Inc
Arkansas
$8.65M +$2.45M +9,673 +37%
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$8.62M +$198K +783 +2%
FVCM
313
F&V Capital Management
Florida
$8.53M -$775K -3,065 -8%
Robeco Institutional Asset Management
314
Robeco Institutional Asset Management
Netherlands
$8.53M +$5.32M +21,058 +146%
PMAM
315
Picton Mahoney Asset Management
Ontario, Canada
$8.45M +$8.9M +35,200 New
NB
316
Norinchukin Bank
Japan
$8.43M +$727K +2,875 +9%
SAM
317
Scopus Asset Management
New York
$8.4M -$109M -430,774 -92%
NSAM
318
North Star Asset Management
Wisconsin
$8.4M +$124K +490 +1%
DADC
319
D.A. Davidson & Co
Montana
$8.35M +$643K +2,544 +8%
FNBOO
320
First National Bank of Omaha
Nebraska
$8.32M -$68.3K -270 -0.7%
BTS
321
BB&T Securities
Virginia
$8.32M +$325K +1,284 +4%
CANC
322
Culbertson A N & Co
Virginia
$8.25M -$30.6K -121 -0.4%
MSA
323
Mason Street Advisors
Wisconsin
$8.24M -$8.09K -32 -0.1%
DIA
324
Dana Investment Advisors
Wisconsin
$8.18M -$16.7M -66,252 -66%
SOADOR
325
State of Alaska Department of Revenue
Alaska
$8.09M +$1.14M +4,490 +15%

FDX Hedge Fund Activity: Q1 2018 in Review

1,399 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2018, worth a combined $48.1B — down 3.9% from $50B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new FDX positions and 86 closed out — a net gain of 35 holders — while 523 added to existing stakes and 537 trimmed.

The largest buyer was Jennison Associates, adding an estimated $248M. The largest seller was Nordea Investment Management, cutting an estimated $183M.

  • 1,399 institutional investors held FedEx (FDX) as of Q1 2018, up from 1,378 in Q4 2017.
  • Funds reported $48.1B of FedEx stock for Q1 2018, down 3.9% quarter-over-quarter.
  • 121 funds opened new FedEx positions in Q1 2018 and 86 closed out, a net change of +35 holders.
  • The largest FedEx buyer in Q1 2018 was Jennison Associates, an estimated $248M added.
  • The largest FedEx seller in Q1 2018 was Nordea Investment Management, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2018.