We are live on ! Find out more

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
CW
376
Cobiz Wealth
Colorado
$6.19M +$77.4K +306 +1%
SAM
377
Sompo Asset Management
Japan
$6.1M -$6.7M -26,517 -51%
CIBC Asset Management
378
CIBC Asset Management
Ontario, Canada
$6.1M -$261K -1,031 -4%
SAM
379
Securian Asset Management
Minnesota
$6.04M
CF
380
CNA Financial
Illinois
$6.03M
SG Americas Securities
381
SG Americas Securities
New York
$5.96M -$2.06M -8,162 -25%
KLI
382
Kelman-Lazarov Inc
Tennessee
$5.91M -$346K -1,369 -5%
CIP
383
Chartwell Investment Partners
Pennsylvania
$5.88M
CGH
384
Crossmark Global Holdings
Texas
$5.81M +$129K +512 +2%
SWP
385
Stratos Wealth Partners
Ohio
$5.79M +$440K +1,739 +8%
KCM
386
Kornitzer Capital Management
Kansas
$5.75M -$379K -1,499 -6%
SAM
387
Selway Asset Management
$5.71M -$291K -1,150 -5%
NMERB
388
New Mexico Educational Retirement Board
New Mexico
$5.65M -$50.6K -200 -0.8%
Creative Planning
389
Creative Planning
Kansas
$5.63M +$1.2M +4,745 +25%
MCM
390
McMillion Capital Management
North Carolina
$5.57M -$168K -666 -3%
HR
391
Howe & Rusling
New York
$5.56M +$1.4M +5,530 +31%
HFS
392
Haverford Financial Services
Pennsylvania
$5.49M +$5.78M +22,865 New
RC
393
Roundview Capital
New Jersey
$5.45M -$404K -1,599 -7%
DIA
394
Dean Investment Associates
Ohio
$5.4M -$770K -3,044 -12%
RSS
395
Rosenblum Silverman Sutton
California
$5.38M +$3.44M +13,621 +155%
CCA
396
Covey Capital Advisors
Georgia
$5.36M
Walleye Trading
397
Walleye Trading
New York
$5.31M -$210K -829 -4%
PAI
398
Pittenger & Anderson Inc
Nebraska
$5.3M +$484K +1,915 +9%
COPPSERS
399
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.29M -$3.29K -13 -0.1%
CAM
400
Carret Asset Management
New York
$5.26M +$1.52K +6 +0%

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.