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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 %
LC
801
LCNB Corp
Ohio
$516K +$35.5K +235 +7%
LCM
802
Leisure Capital Management
California
$515K +$24.3K +161 +5%
AWM
803
Alterna Wealth Management
Texas
$514K -$144K -950 -22%
NERM
804
New England Research & Management
Illinois
$510K +$756 +5 +0.1%
Carson Wealth (CWM LLC)
805
Carson Wealth (CWM LLC)
Nebraska
$507K – – –
SCM
806
Salem Capital Management
Massachusetts
$507K – – –
AIC
807
Ameritas Investment Company
Nebraska
$506K -$147K -971 -22%
HFG
808
Heron Financial Group
New York
$504K +$504K +3,189 New
JAM
809
Jolley Asset Management
North Carolina
$501K +$43.8K +290 +10%
VVP
810
Venture Visionary Partners
Ohio
$498K +$498K +3,300 New
SAM
811
Steinberg Asset Management
New York
$493K – – –
BB
812
Busey Bank
Illinois
$493K +$2.27K +15 +0.5%
GJIC
813
Gamble Jones Investment Counsel
California
$491K – – –
GTCM
814
Gyon Technologies Capital Management
New Jersey
$490K +$490K +3,242 New
WSTAM
815
Wilbanks Smith & Thomas Asset Management
Virginia
$485K -$2.87M -18,943 -86%
EWM
816
Evercore Wealth Management
New York
$485K +$29.5K +195 +6%
ANRIA
817
American National Registered Investment Advisor
Texas
$484K – – –
GIM
818
Goelzer Investment Management
Indiana
$482K -$23.5K -155 -5%
RIM
819
Rampart Investment Management
Connecticut
$482K +$19.8K +131 +4%
BRWA
820
B. Riley Wealth Advisors
Florida
$480K +$35.5K +235 +8%
WCA
821
Westover Capital Advisors
Delaware
$479K -$203K -1,342 -30%
WT
822
Whittier Trust
California
$475K -$254K -1,683 -35%
BG
823
Bollard Group
Massachusetts
$471K +$1.36K +9 +0.3%
MWC
824
MBM Wealth Consultants
Missouri
$471K +$32.2K +213 +7%
JCM
825
Jacobi Capital Management
Pennsylvania
$470K -$40.3K -267 -8%
31 32
33
34 35