FDX icon

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 %
VI
751
Vestcor Inc
New Brunswick, Canada
$629K +$629K +4,162 New
IA
752
Icon Advisers
Colorado
$623K -$136K -900 -18%
BAC
753
Boys Arnold & Co
North Carolina
$622K -$242K -1,602 -28%
CNAM
754
Campbell Newman Asset Management
Wisconsin
$619K -$4.23K -28 -0.7%
LFAS
755
Level Four Advisory Services
Texas
$616K +$250K +1,650 +68%
CWS
756
Cypress Wealth Services
California
$611K -$21K -139 -3%
ACM
757
AlphaCrest Capital Management
New York
$606K -$1.07M -7,075 -64%
LFM
758
Lumina Fund Management
New York
$605K – – –
BFG
759
Beacon Financial Group
Texas
$604K -$10.9K -72 -2%
GI
760
GAMCO Investors
Connecticut
$602K +$352K +2,327 +141%
WCM
761
Weik Capital Management
Pennsylvania
$600K +$45.4K +300 +8%
KIA
762
KCM Investment Advisors
California
$598K -$5.29K -35 -0.9%
KA
763
KLCM Advisors
Wisconsin
$598K +$318K +2,100 +113%
CS
764
Capital Square
Tennessee
$595K +$595K +3,935 New
ICM
765
IMS Capital Management
Oregon
$593K -$19.5K -129 -3%
ClearBridge Investments
766
ClearBridge Investments
New York
$592K -$77.5K -500 -12%
DS
767
DRW Securities
Illinois
$590K +$590K +3,899 New
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$589K -$171K -1,130 -22%
CI
769
Conning Inc
Connecticut
$589K -$34.8K -230 -6%
Mercer Global Advisors
770
Mercer Global Advisors
Colorado
$588K +$49.9K +330 +9%
JWCA
771
J.W. Cole Advisors
Florida
$584K +$584K +3,862 New
PCM
772
Perritt Capital Management
Illinois
$576K – – –
TIA
773
Trust Investment Advisors
Indiana
$573K -$143K -945 -20%
PSP
774
Principal Street Partners
Tennessee
$573K +$176K +1,167 +44%
LI
775
Lafayette Investments
Maryland
$572K – – –
29 30
31
32 33