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1,426 hedge funds and large institutions have $46.3B invested in FedEx in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 581 increasing their positions, 490 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

19% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 490

5% more capital invested

Capital invested by funds: $44.1B → $46.3B (+$2.23B)

1% more funds holding

Funds holding: 1,4121,426 (+14)

0.1% more ownership

Funds ownership: 72.77%72.87% (+0.1%)

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

35% less call options, than puts

Call options by funds: $783M | Put options by funds: $1.2B

Holders
1,426
Holders Change
+14
Holders Change %
+0.99%
% of All Funds
32.6%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.21%
New
107
Increased
581
Reduced
490
Closed
78
Calls
$783M
Puts
$1.2B
Net Calls
-$421M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.9M +$3.33M +13,750 +72%
Squarepoint
327
Squarepoint
New York
$7.83M -$10.6M -43,779 -57%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$7.73M +$5.08M +20,990 +190%
HFS
329
HL Financial Services
Kentucky
$7.65M +$625K +2,582 +9%
AWCI
330
Alpine Woods Capital Investors
New York
$7.62M +$6.54K +27 +0.1%
SAA
331
Southeast Asset Advisors
Georgia
$7.62M -$39.2K -162 -0.5%
AC
332
AFAM Capital
Texas
$7.58M +$184K +759 +2%
OC
333
Oppenheimer & Co
New York
$7.54M +$1.74M +7,174 +30%
DHFB
334
Dixon Hubard Feinour & Brown
Virginia
$7.51M +$3.63K +15 +0%
SRC
335
Shufro Rose & Co
New York
$7.5M +$659K +2,720 +10%
CBOA
336
Commonwealth Bank of Australia
Australia
$7.48M +$291K +1,200 +4%
B
337
BP
United Kingdom
$7.46M
BF
338
BOK Financial
Oklahoma
$7.43M +$331K +1,369 +5%
HCM
339
Horrell Capital Management
Arkansas
$7.41M +$32.9K +136 +0.4%
MIG
340
McGuire Investment Group
Rhode Island
$7.39M +$7.43M +30,700 New
Creative Planning
341
Creative Planning
Kansas
$7.36M +$1.74M +7,174 +31%
6M
342
6 Meridian
Kansas
$7.36M +$7.4M +30,564 New
NAM
343
Nissay Asset Management
Japan
$7.35M +$142K +586 +2%
SWP
344
Stratos Wealth Partners
Ohio
$7.33M -$778K -3,213 -10%
CAM
345
Cubic Asset Management
Massachusetts
$7.29M +$71.4K +295 +1%
BIM
346
Bridgecreek Investment Management
Oklahoma
$7.24M +$8.47K +35 +0.1%
GECH
347
Garnet Equity Capital Holdings
New York
$7.22M +$1.45M +6,000 +25%
WCF
348
West Coast Financial
California
$7.16M +$7.2M +29,736 New
Calamos Advisors
349
Calamos Advisors
Illinois
$7.13M +$269K +1,110 +4%
PCIA
350
Prime Capital Investment Advisors
Kansas
$7.13M +$7.16M +29,580 +128,609%

FDX Hedge Fund Activity: Q3 2018 in Review

1,426 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2018, worth a combined $46.3B — up 5.1% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new FDX positions and 78 closed out — a net gain of 29 holders — while 581 added to existing stakes and 490 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $500M. The largest seller was Capital World Investors, cutting an estimated $627M.

  • 1,426 institutional investors held FedEx (FDX) as of Q3 2018, up from 1,412 in Q2 2018.
  • Funds reported $46.3B of FedEx stock for Q3 2018, up 5.1% quarter-over-quarter.
  • 107 funds opened new FedEx positions in Q3 2018 and 78 closed out, a net change of +29 holders.
  • The largest FedEx buyer in Q3 2018 was Dodge & Cox, an estimated $500M added.
  • The largest FedEx seller in Q3 2018 was Capital World Investors, an estimated $627M sold.

Based on aggregated 13F filings for Q3 2018.