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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
CAM
676
Covenant Asset Management
New Jersey
$1.69M +$86.5K +342 +5%
YMRC
677
Yorktown Management & Research Company
Virginia
$1.68M
LIC
678
Lodestar Investment Counsel
Illinois
$1.68M +$54.4K +215 +3%
HPCM
679
High Pointe Capital Management
Illinois
$1.67M +$2.53K +10 +0.1%
LSCM
680
LaSalle Street Capital Management
Illinois
$1.66M -$211K -833 -11%
LIM
681
Leavell Investment Management
Alabama
$1.66M -$248K -982 -12%
AAMA
682
Advanced Asset Management Advisors
Ohio
$1.66M
SBH
683
Segall Bryant & Hamill
Illinois
$1.65M +$2.27K +9 +0.1%
BSB
684
Bangor Savings Bank
Maine
$1.64M -$47.5K -188 -3%
HIC
685
Holderness Investments Company
North Carolina
$1.64M
CBB
686
Citizens Business Bank
California
$1.63M
FM
687
Foster & Motley
Ohio
$1.63M -$208K -822 -11%
CCM
688
Compton Capital Management
Rhode Island
$1.62M -$7.58K -30 -0.4%
CC
689
ClearArc Capital
Ohio
$1.61M +$13.1K +52 +0.8%
Fidelity International
690
Fidelity International
Bermuda
$1.61M -$1.05M -4,151 -38%
NCMW
691
Northern Capital Management (Wisconsin)
Wisconsin
$1.6M +$190K +750 +13%
SC
692
Savant Capital
Illinois
$1.59M +$22K +87 +1%
DLHL
693
Donald L. Hagan LLC
Florida
$1.58M +$45.3K +179 +3%
HWA
694
HCR Wealth Advisors
California
$1.58M +$75.8K +300 +5%
BP
695
Ballentine Partners
Massachusetts
$1.58M -$38.2K -151 -2%
PFS
696
Physicians Financial Services
North Carolina
$1.56M -$88.5K -350 -5%
DAM
697
Deltec Asset Management
New York
$1.56M +$1.01M +4,000 +160%
BCMO
698
Buckingham Capital Management (Ohio)
Ohio
$1.56M +$125K +493 +8%
PIM
699
Profit Investment Management
Maryland
$1.54M -$374K -1,481 -19%
RMSCM
700
R.M. Sincerbeaux Capital Management
New York
$1.54M

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.