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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
CBT
626
Central Bank & Trust
Kentucky
$2.06M -$190K -751 -8%
SSWM
627
Sheets Smith Wealth Management
North Carolina
$2.05M
EWA
628
Exencial Wealth Advisors
Oklahoma
$2.04M +$10.1K +40 +0.5%
Daiwa Securities Group
629
Daiwa Securities Group
Japan
$2.04M -$1.74M -6,877 -45%
AFM
630
Abbot Financial Management
Massachusetts
$2.04M -$20.2K -80 -0.9%
DDC
631
Daniel Devine & Co
Florida
$2.04M
BO
632
Bank OZK
Arkansas
$2.02M -$15.9K -63 -0.7%
CAM
633
Cypress Asset Management
Texas
$2.02M -$279K -1,105 -12%
BOTW
634
Bank of the West
California
$2.01M -$91K -360 -4%
WMG
635
WESCAP Management Group
California
$2.01M -$36.4K -144 -2%
GT
636
Glenview Trust
Kentucky
$1.98M +$1.46M +5,761 +232%
ZB
637
Zions Bancorporation
Utah
$1.98M -$28.6K -113 -1%
WA1
638
Wimmer Associates 1
California
$1.98M +$46.8K +185 +2%
HFA
639
HC Financial Advisors
California
$1.97M -$59.2K -234 -3%
Luther King Capital Management (LKCM)
640
Luther King Capital Management (LKCM)
Texas
$1.95M -$25.3K -100 -1%
OIA
641
Optimum Investment Advisors
Illinois
$1.95M -$25K -99 -1%
MCM
642
Monument Capital Management
Virginia
$1.94M +$2.05M +8,125 New
HIC
643
Hartline Investment Corp
Illinois
$1.93M -$8.34K -33 -0.4%
AF
644
Ally Financial
Michigan
$1.92M +$126K +500 +7%
III
645
Independent Investors Inc
New York
$1.92M
II
646
IFM Investors
Australia
$1.92M +$197K +781 +11%
WAM
647
Wealthspire Advisors (Maryland)
Maryland
$1.91M -$91.3K -361 -4%
DA
648
Dillon & Associates
Michigan
$1.91M +$2.53K +10 +0.1%
SAM
649
Summit Asset Management
Tennessee
$1.89M -$3.54K -14 -0.2%
CFB
650
Cullen/Frost Bankers
Texas
$1.89M -$61.4K -243 -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.