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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
BONST
551
Bank of Nova Scotia Trust
Ontario, Canada
$2.7M +$430K +1,700 +18%
HCA
552
Horan Capital Advisors
Ohio
$2.69M +$221K +874 +8%
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68M +$745K +2,947 +36%
BCA
554
Bray Capital Advisors
Florida
$2.66M -$154K -610 -5%
LCS
555
Levin Capital Strategies
New York
$2.66M
BBWA
556
Bell & Brown Wealth Advisors
California
$2.65M -$30.1K -119 -1%
DM
557
Delphi Management
Massachusetts
$2.62M -$257K -1,018 -9%
PSUF
558
People's United Financial
Connecticut
$2.61M -$5.56K -22 -0.2%
FLPIM
559
F.L. Putnam Investment Management
Massachusetts
$2.6M +$869K +3,439 +47%
BC
560
Brinker Capital
Pennsylvania
$2.6M +$370K +1,464 +16%
GWM
561
Geneos Wealth Management
Colorado
$2.55M +$172K +679 +7%
SIC
562
SFE Investment Counsel
California
$2.54M +$170K +671 +7%
CCM
563
Condor Capital Management
New Jersey
$2.53M
TW
564
Transform Wealth
Colorado
$2.5M +$157K +621 +6%
PTC
565
Private Trust Company
Ohio
$2.5M +$132K +521 +5%
BIM
566
Beach Investment Management
Pennsylvania
$2.49M
W
567
Wealthfront
California
$2.49M +$303K +1,200 +13%
Thrivent Financial for Lutherans
568
Thrivent Financial for Lutherans
Minnesota
$2.47M +$80.9K +320 +3%
MMA
569
Miracle Mile Advisors
California
$2.46M +$2.6M +10,268 New
FBC
570
Fairfield, Bush & Co
Connecticut
$2.45M +$1.87M +7,400 +264%
ACM
571
Ativo Capital Management
Illinois
$2.44M -$96.3K -381 -4%
BCM
572
BTR Capital Management
California
$2.43M -$53.1K -210 -2%
WDA
573
Wendell David Associates
New Hampshire
$2.43M +$1.66M +6,555 +184%
GIM
574
Goelzer Investment Management
Indiana
$2.43M -$60.7K -240 -2%
CWM
575
Concentric Wealth Management
California
$2.42M +$12.6K +50 +0.5%

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.