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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
Wellington Management Group
51
Wellington Management Group
Massachusetts
$151M -$46.9M -185,699 -23%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$151M +$2.52M +9,985 +2%
WHG
53
Westwood Holdings Group
Texas
$150M +$61.1M +241,604 +63%
JP Morgan Chase
54
JP Morgan Chase
New York
$147M +$35.4M +139,880 +30%
First Manhattan
55
First Manhattan
New York
$144M +$3.56M +14,100 +2%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$143M -$7.94M -31,400 -5%
American Century Companies
57
American Century Companies
Missouri
$139M -$3.5M -13,846 -2%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$127M +$2.04M +8,076 +2%
MNG
59
Manning & Napier Group
New York
$125M -$25M -98,803 -16%
Invesco
60
Invesco
Georgia
$119M +$78.2M +309,391 +165%
SCM
61
Sirios Capital Management
Massachusetts
$114M +$6.06M +23,987 +5%
Franklin Resources
62
Franklin Resources
California
$109M +$2.24M +8,856 +2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$103M -$4.13M -16,317 -4%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$102M -$515K -2,039 -0.5%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$102M -$1.69M -6,669 -2%
Asset Management One
66
Asset Management One
Japan
$101M -$3.38M -13,384 -3%
AII
67
AGF Investments Inc
Ontario, Canada
$101M +$4.91M +19,409 +5%
Barclays
68
Barclays
United Kingdom
$99.5M +$30.3M +119,868 +41%
AllianceBernstein
69
AllianceBernstein
Tennessee
$99.4M +$2.12M +8,382 +2%
RJA
70
Raymond James & Associates
Florida
$97.4M +$40.5M +159,998 +65%
LCM
71
Lakewood Capital Management
New York
$95.6M +$8.85M +35,000 +10%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$94.1M +$87.7M +346,902 +774%
DC
73
Davenport & Co
Virginia
$92.1M +$25.8M +102,109 +36%
CS
74
Credit Suisse
Switzerland
$91.3M -$6.79M -26,854 -7%
CRM
75
Cramer Rosenthal McGlynn
Connecticut
$88.3M +$4.5M +17,785 +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.