We are live on ! Find out more

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
TA
851
Townsend & Associates
Colorado
$809K -$331K -1,311 -28%
SCM
852
Salem Capital Management
Massachusetts
$804K -$12.6K -50 -1%
GP
853
Girard Partners
Pennsylvania
$797K -$9.86K -39 -1%
ANRIA
854
American National Registered Investment Advisor
Texas
$788K -$22.8K -90 -3%
MNBTD
855
Moody National Bank Trust Division
Texas
$788K -$22.8K -90 -3%
BCM
856
Becker Capital Management
Oregon
$783K -$40.2K -159 -5%
SB
857
Simmons Bank
Arkansas
$782K
PWM
858
Perigon Wealth Management
California
$776K +$141K +556 +21%
SJIM
859
St. Johns Investment Management
Florida
$772K +$24.3K +96 +3%
SFS
860
Sowell Financial Services
Arkansas
$767K +$219K +866 +37%
H
861
HoyleCohen
California
$762K +$802K +3,172 New
FNT
862
First National Trust
Pennsylvania
$761K -$19.7K -78 -2%
NF
863
Nikulski Financial
Iowa
$757K +$31.6K +125 +4%
APP
864
Avantax Planning Partners
Iowa
$754K +$158K +624 +25%
CCA
865
Checchi Capital Advisers
California
$750K +$19K +75 +2%
WCM
866
Weik Capital Management
Pennsylvania
$750K +$145K +575 +23%
CA
867
Cetera Advisors
Colorado
$750K +$211K +834 +36%
VWM
868
Valley Wealth Managers
New Jersey
$749K -$98.6K -390 -11%
LPIC
869
LeJeune Puetz Investment Counsel
Michigan
$748K -$19K -75 -2%
FNBT
870
FineMark National Bank & Trust
Florida
$746K -$758 -3 -0.1%
BAM
871
Berkshire Asset Management
Pennsylvania
$745K -$46.8K -185 -6%
AA
872
ALPS Advisors
Colorado
$745K +$232K +918 +42%
BA
873
Birinyi Associates
Connecticut
$744K +$405K +1,600 +107%
FA
874
FMA Advisory
Pennsylvania
$740K +$7.08K +28 +0.9%
SNT
875
Security National Trust
West Virginia
$738K +$19K +75 +3%

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.