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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
FI
776
FormulaFolio Investments
Michigan
$1.17M +$1.23M +4,866 New
PCMK
777
Paragon Capital Management (Kansas)
Kansas
$1.16M -$670K -2,652 -5%
LNWWM
778
Laird Norton Wetherby Wealth Management
California
$1.15M -$14.9K -59 -1%
SCA
779
Snowden Capital Advisors
New York
$1.15M +$109K +432 +10%
TCM
780
Traynor Capital Management
Pennsylvania
$1.15M +$127K +501 +12%
BEAM
781
Baker Ellis Asset Management
Washington
$1.14M
FCFC
782
First Commonwealth Financial Corp
Pennsylvania
$1.14M -$51.6K -204 -4%
CHJWM
783
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M -$82.7K -327 -6%
CTA
784
Colonial Trust Advisors
South Carolina
$1.13M +$1.19M +4,720 New
ACA
785
Anchor Capital Advisors
Massachusetts
$1.13M +$1.19M +4,700 New
P
786
Pitcairn
Pennsylvania
$1.13M -$109K -431 -8%
SSW
787
Smith Shellnut Wilson
Mississippi
$1.12M +$10.1K +40 +0.9%
HAG
788
HighPoint Advisor Group
Illinois
$1.11M +$263K +1,041 +32%
DAS
789
Dynamic Advisor Solutions
Arizona
$1.1M +$1.16M +4,574 New
MWM
790
Merriman Wealth Management
Washington
$1.1M +$1.26K +5 +0.1%
SC
791
SouthState Corp
Florida
$1.09M -$178K -705 -13%
FCM
792
Flinton Capital Management
Pennsylvania
$1.09M -$234K -924 -17%
SFG
793
SevenBridge Financial Group
Pennsylvania
$1.09M +$53.9K +213 +5%
RIL
794
Rothschild Investment LLC
Illinois
$1.08M -$1.34M -5,290 -54%
SPIA
795
Steward Partners Investment Advisory
New York
$1.08M +$506K +2,001 +80%
LBC
796
Lawrence B. Cohen
$1.08M -$27.8K -110 -2%
CC
797
Courier Capital
New York
$1.08M -$210K -832 -16%
CIC
798
Cornercap Investment Counsel
Georgia
$1.07M -$120K -474 -10%
SCM
799
Schnieders Capital Management
California
$1.07M +$215K +850 +24%
BIM
800
Baldwin Investment Management
Pennsylvania
$1.06M

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.