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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
SAM
526
Strategy Asset Managers
California
$3.1M -$90.8K -359 -3%
KRS
527
Kentucky Retirement Systems
Kentucky
$3.09M -$594K -2,351 -15%
RE
528
RBC Europe
United Kingdom
$3.08M +$272K +1,077 +9%
CCG
529
Chatham Capital Group
Georgia
$3.07M +$164K +650 +5%
HAI
530
Hennessy Advisors Inc
California
$3.02M +$3.19M +12,600 New
AC
531
Alexandria Capital
Virginia
$3.01M
RG
532
Rikoon Group
New Mexico
$3M +$360K +1,425 +13%
Cerity Partners
533
Cerity Partners
New York
$2.98M -$803K -3,175 -20%
FFWA
534
FRG Family Wealth Advisors
Washington
$2.98M -$7.84K -31 -0.2%
AF
535
Arrow Financial
New York
$2.95M -$366K -1,448 -11%
CIA
536
Capital Impact Advisors
Massachusetts
$2.93M +$364K +1,441 +13%
N
537
Natixis
France
$2.91M -$9.83M -38,886 -76%
MA
538
Montag & Associates
Georgia
$2.9M -$1.91M -7,562 -38%
ECM
539
Evergreen Capital Management
Washington
$2.89M -$1.99M -7,882 -40%
JIC
540
Johnson Investment Counsel
Ohio
$2.88M +$25K +99 +0.8%
AC
541
Abbrea Capital
California
$2.88M +$125K +494 +4%
RAM
542
Redmond Asset Management
Virginia
$2.87M -$91.3K -361 -3%
OAM
543
Oak Asset Management
California
$2.86M -$48.3K -191 -2%
MA
544
MUFG Americas
New York
$2.86M -$145K -574 -5%
BFO
545
Boston Family Office
Massachusetts
$2.84M
DCM
546
Donaldson Capital Management
Indiana
$2.82M +$93.8K +371 +3%
TH
547
Timber Hill
Connecticut
$2.81M -$1.03M -4,063 -26%
OI
548
Oakbrook Investments
Illinois
$2.77M +$2.91M +11,525 New
QCM
549
Quadrant Capital Management
New Jersey
$2.73M +$67K +265 +2%
AT
550
Argent Trust
Texas
$2.71M -$26.8K -106 -0.9%

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.