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FedEx
FDX

Overview Fund Activity

1,270 hedge funds and large institutions have $28.9B invested in FedEx in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 347 increasing their positions, 596 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+25
Holders Change %
+2.01%
% of All Funds
25.08%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
163
Increased
347
Reduced
596
Closed
115
Calls
$1.04B
Puts
$1.7B
Net Calls
-$660M
Net Calls Change
-$114M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$339M
2
Artisan Partners
Artisan Partners
Wisconsin
+$169M
3
CCM
Causeway Capital Management
California
+$150M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$95.9M
5
VH
ValueAct Holdings
California
+$89.2M

Top Sellers

1
GA
Greenhaven Associates
New York
-$166M
2
LSV Asset Management
LSV Asset Management
Illinois
-$65.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$57M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$49.3M
5
Bank of America
Bank of America
North Carolina
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
701
EDMP Inc
Florida
$747K – – –
MC
702
Martin & Co
Tennessee
$743K +$6.8K +45 +0.9%
AWM
703
Avior Wealth Management
Nebraska
$741K +$7.86K +52 +1%
CAM
704
CenterStar Asset Management
Illinois
$739K -$99K – –
FDS
705
First Dallas Securities
Texas
$738K -$159K -1,049 -18%
Cerity Partners
706
Cerity Partners
New York
$737K -$600K -3,968 -45%
Bessemer Group
707
Bessemer Group
New Jersey
$737K -$96K -634 -12%
PAM
708
Panagora Asset Management
Massachusetts
$737K -$20K -132 -3%
TSWM
709
Triangle Securities Wealth Management
North Carolina
$735K -$80K -529 -10%
AWP
710
Ascent Wealth Partners
New York
$735K -$7.11K -47 -1%
LCS
711
Levin Capital Strategies
New York
$733K +$64.2K +425 +10%
WAM
712
Wealthspire Advisors (Maryland)
Maryland
$726K -$309K -2,046 -30%
PA
713
Profund Advisors
Maryland
$722K +$92.9K +614 +15%
IFWM
714
Institute for Wealth Management
Colorado
$719K +$292K +1,930 +68%
KJHP
715
K.J. Harrison & Partners
Ontario, Canada
$718K +$75.6K +500 +12%
MBT
716
Montecito Bank & Trust
California
$717K – – –
QI
717
QS Investors
New York
$715K -$990K -6,380 -58%
NRS
718
Neville Rodie & Shaw
New York
$714K -$47.3K -313 -6%
TGAM
719
TBH Global Asset Management
Tennessee
$713K +$713K +4,714 New
SC
720
Sawyer & Company
Massachusetts
$712K -$7.56K -50 -1%
CCM
721
Chickasaw Capital Management
Tennessee
$711K – – –
SSW
722
Smith Shellnut Wilson
Mississippi
$706K – – –
BOH
723
Bank of Hawaii
Hawaii
$704K +$473K +3,130 +205%
OIA
724
Optimum Investment Advisors
Illinois
$702K – – –
Man Group
725
Man Group
United Kingdom
$699K -$1.21M -7,992 -63%
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