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1,426 hedge funds and large institutions have $46.3B invested in FedEx in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 581 increasing their positions, 490 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

19% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 490

5% more capital invested

Capital invested by funds: $44.1B → $46.3B (+$2.23B)

1% more funds holding

Funds holding: 1,4121,426 (+14)

0.1% more ownership

Funds ownership: 72.77%72.87% (+0.1%)

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

35% less call options, than puts

Call options by funds: $783M | Put options by funds: $1.2B

Holders
1,426
Holders Change
+14
Holders Change %
+0.99%
% of All Funds
32.6%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.21%
New
107
Increased
581
Reduced
490
Closed
78
Calls
$783M
Puts
$1.2B
Net Calls
-$421M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
851
Cypress Wealth Services
California
$993K -$18.2K -75 -2%
APA
852
American Portfolios Advisors
New York
$986K +$590K +2,436 +147%
OWD
853
Osborn Williams & Donohoe
Ohio
$978K +$12.1K +50 +1%
VFA
854
Voya Financial Advisors
Connecticut
$970K -$15.7K -65 -2%
AWP
855
Ascent Wealth Partners
New York
$967K +$34.4K +142 +4%
NCGI
856
Next Century Growth Investors
Minnesota
$965K -$49.9K -206 -5%
TCM
857
Teza Capital Management
Illinois
$964K -$109K -451 -10%
PWM
858
Perigon Wealth Management
California
$964K -$98.1K -405 -9%
LFM
859
Lumina Fund Management
New York
$963K +$968K +4,000 New
CICI
860
Capital Investment Counsel Inc
North Carolina
$953K
HH
861
Hilltop Holdings
Texas
$952K -$311K -1,284 -25%
BI
862
Ballast Inc
Kentucky
$952K
GAMC
863
Garner Asset Management Corp
Texas
$950K -$484 -2 -0.1%
MFAM
864
Motley Fool Asset Management
Virginia
$926K +$234K +965 +33%
PCM
865
Perritt Capital Management
Illinois
$911K
BRWA
866
B. Riley Wealth Advisors
Florida
$904K +$148K +613 +20%
ECM
867
Estabrook Capital Management
New York
$896K +$92K +380 +11%
WC
868
Woodstock Corp
Massachusetts
$895K
KTM
869
Keeler Thomas Management
Utah
$890K +$242K +1,000 +37%
BSW
870
Buckingham Strategic Wealth
Missouri
$887K +$82.6K +341 +10%
SCM
871
Stevens Capital Management
Pennsylvania
$880K -$13.5M -55,815 -94%
KIA
872
KCM Investment Advisors
California
$875K
TCM
873
TD Capital Management
Tennessee
$869K +$484 +2 +0.1%
BG
874
Bollard Group
Massachusetts
$861K +$1.45K +6 +0.2%
SJIM
875
St. Johns Investment Management
Florida
$846K -$91.8K -379 -10%

FDX Hedge Fund Activity: Q3 2018 in Review

1,426 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2018, worth a combined $46.3B — up 5.1% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new FDX positions and 78 closed out — a net gain of 29 holders — while 581 added to existing stakes and 490 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $500M. The largest seller was Capital World Investors, cutting an estimated $627M.

  • 1,426 institutional investors held FedEx (FDX) as of Q3 2018, up from 1,412 in Q2 2018.
  • Funds reported $46.3B of FedEx stock for Q3 2018, up 5.1% quarter-over-quarter.
  • 107 funds opened new FedEx positions in Q3 2018 and 78 closed out, a net change of +29 holders.
  • The largest FedEx buyer in Q3 2018 was Dodge & Cox, an estimated $500M added.
  • The largest FedEx seller in Q3 2018 was Capital World Investors, an estimated $627M sold.

Based on aggregated 13F filings for Q3 2018.