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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
NG
401
NatWest Group
United Kingdom
$5.25M -$187K -738 -3%
RC
402
RegentAtlantic Capital
New Jersey
$5.25M -$111K -439 -2%
AIP
403
Ameritas Investment Partners
Nebraska
$5.24M -$810K -3,204 -13%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$5.17M
PCM
405
Palouse Capital Management
Washington
$5.15M +$71.5K +283 +1%
TIM
406
Thompson Investment Management
Wisconsin
$5.15M -$379K -1,499 -7%
VIA
407
Vantage Investment Advisors
Pennsylvania
$5.1M -$487K -1,926 -8%
Squarepoint
408
Squarepoint
New York
$5.07M +$4.02M +15,918 +307%
WCA
409
Westover Capital Advisors
Delaware
$5.04M +$123K +487 +2%
PA
410
Pinnacle Associates
New York
$5.03M -$5.06K -20 -0.1%
MAM
411
Morse Asset Management
Connecticut
$4.98M -$3.79K -15 -0.1%
NCM
412
Novare Capital Management
North Carolina
$4.94M -$188K -745 -3%
WC
413
Wexford Capital
Florida
$4.91M +$5.17M +20,440 New
CB
414
Commerce Bank
Missouri
$4.89M -$1.32M -5,208 -20%
WIA
415
Wealthstreet Investment Advisors
Texas
$4.88M +$20.2K +80 +0.4%
SCA
416
Stonebridge Capital Advisors
Minnesota
$4.88M +$30.3K +120 +0.6%
AIM
417
Anchor Investment Management
South Carolina
$4.87M -$11.4K -45 -0.2%
Financial Engines Advisors
418
Financial Engines Advisors
California
$4.86M +$5.1M +20,159 +20,159%
BMC
419
Benin Management Corp
Connecticut
$4.81M -$531K -2,100 -9%
GECH
420
Garnet Equity Capital Holdings
New York
$4.8M +$1.26M +5,000 +33%
LOAMU
421
Lombard Odier Asset Management (USA)
New York
$4.8M +$5.06M +20,000 New
SIC
422
Schwartz Investment Counsel
Michigan
$4.8M +$5.06M +20,000 New
RBA
423
Richard Bernstein Advisors
New York
$4.8M +$4.62M +18,289 +1,084%
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$4.78M +$581K +2,300 +13%
RIM
425
Reliant Investment Management
Tennessee
$4.77M -$74.1K -293 -1%

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.