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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
PGA
476
Portland Global Advisors
Maine
$3.74M -$195K -773 -5%
OMC
477
Overbrook Management Corp
New York
$3.74M -$573K -2,268 -13%
MC
478
Mathes Company
New York
$3.73M -$122K -484 -3%
CM
479
Churchill Management
California
$3.71M +$493K +1,952 +14%
HCM
480
Hodges Capital Management
Texas
$3.71M -$177K -702 -4%
CLOS
481
Compagnie Lombard Odier SCmA
Switzerland
$3.67M -$3.8M -15,038 -50%
BOIA
482
Bush ODonnell Investment Advisors
Missouri
$3.66M -$3.04M -12,024 -44%
BHIA
483
Birch Hill Investment Advisors
Massachusetts
$3.65M -$294K -1,161 -7%
FTC
484
Farmers Trust Company
Ohio
$3.64M -$144K -569 -4%
PA
485
Perennial Advisors
New York
$3.6M +$30.3K +120 +0.8%
LSERS
486
Louisiana State Employees Retirement System
Louisiana
$3.6M +$25.3K +100 +0.7%
SFP
487
Shepherd Financial Partners
Massachusetts
$3.59M -$267K -1,058 -7%
GIA
488
GHP Investment Advisors
Colorado
$3.59M +$77.6K +307 +2%
DCM
489
Delta Capital Management
New Jersey
$3.57M -$55.6K -220 -1%
BCM
490
Beck Capital Management
Texas
$3.52M +$114K +450 +3%
Jones Financial Companies
491
Jones Financial Companies
Missouri
$3.48M +$1.02M +4,036 +39%
CA
492
Cornerstone Advisors
North Carolina
$3.48M
WCM
493
Wunderlich Capital Managemnt
Tennessee
$3.47M -$226K -895 -6%
WSTAM
494
Wilbanks Smith & Thomas Asset Management
Virginia
$3.46M +$27.1K +107 +0.7%
HT
495
HAP Trading
New York
$3.45M +$3.63M +14,374 New
CCMINC
496
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.44M -$128K -507 -3%
MERSOM
497
Municipal Employees' Retirement System of Michigan
Michigan
$3.43M +$20.2K +80 +0.6%
GIA
498
Gateway Investment Advisers
Ohio
$3.41M -$326K -1,291 -8%
TSS
499
Thomas Story & Son
Indiana
$3.39M -$44.2K -175 -1%
CIP
500
Capital Insight Partners
Arizona
$3.39M +$11.1K +44 +0.3%

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.