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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
CCT
651
Country Club Trust
Missouri
$1.87M +$1.67M +6,590 +555%
TC
652
Telemus Capital
Michigan
$1.85M -$191K -754 -9%
HI
653
HBK Investments
Texas
$1.85M -$6.71M -26,524 -78%
SFWA
654
Summit Financial Wealth Advisors
Louisiana
$1.85M +$1.94M +7,689 New
TU
655
TDAM USA
Ontario, Canada
$1.84M +$17.2K +68 +0.9%
PA
656
Profund Advisors
Maryland
$1.84M -$173K -686 -8%
SLI
657
Sumitomo Life Insurance
Japan
$1.83M -$84.7K -335 -4%
MIC
658
Meridian Investment Counsel
California
$1.83M
MCM
659
Mengis Capital Management
Oregon
$1.82M +$636K +2,515 +50%
BTNA
660
Bremer Trust National Association
Minnesota
$1.81M -$67K -265 -3%
CG
661
Caprock Group
Idaho
$1.81M -$758 -3 -0%
VCM
662
Violich Capital Management
California
$1.8M +$126K +500 +7%
WA
663
WBH Advisory
Maryland
$1.79M +$129K +512 +7%
WS
664
Wedbush Securities
California
$1.78M +$245K +970 +15%
MC
665
Miles Capital
Iowa
$1.77M +$136K +537 +8%
Rafferty Asset Management
666
Rafferty Asset Management
New York
$1.76M +$1.27M +5,038 +222%
PAG
667
Private Advisor Group
New Jersey
$1.75M -$1.58M -6,268 -46%
BCI
668
Brinker Capital Investments
Pennsylvania
$1.74M +$125K +493 +7%
OCM
669
Orser Capital Management
Texas
$1.72M -$209K -825 -10%
DRS
670
Deane Retirement Strategies
Louisiana
$1.72M -$10.4K -41 -0.6%
Mariner
671
Mariner
Kansas
$1.71M +$82.9K +328 +5%
Millennium Management
672
Millennium Management
New York
$1.71M -$75.5M -298,516 -98%
PA
673
Parallel Advisors
California
$1.71M +$117K +463 +7%
CIA
674
Cascade Investment Advisors
Oregon
$1.69M +$145K +575 +9%
SPC
675
Sigma Planning Corp
Michigan
$1.69M +$623K +2,463 +54%

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.