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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
AWM
876
Aries Wealth Management
Maine
$727K +$27.1K +107 +4%
STA
877
Summit Trail Advisors
New York
$722K +$1.7M +6,734 +207%
CCG
878
Ceeto Capital Group
Florida
$722K
MPI
879
Mairs & Power Inc
Minnesota
$718K -$129K -511 -15%
BDWM
880
Brewin Dolphin Wealth Management
Ireland
$717K
EWM
881
Elite Wealth Management
Washington
$714K +$56.4K +223 +8%
AC
882
Arjuna Capital
North Carolina
$714K +$752K +2,974 New
SA
883
Strategic Advisors
New York
$711K +$83.2K +329 +12%
YIA
884
YHB Investment Advisors
Connecticut
$706K +$386K +1,525 +108%
CBU
885
CIBC Bank USA
Illinois
$705K -$161K -636 -18%
ZAM
886
Zevin Asset Management
Massachusetts
$700K -$2.78K -11 -0.4%
SIP
887
Stoneridge Investment Partners
Pennsylvania
$694K +$731K +2,890 New
LC
888
LCNB Corp
Ohio
$690K
WB
889
Webster Bank
Connecticut
$690K
LNC
890
Lincoln National Corp
Pennsylvania
$685K -$731K -2,893 -50%
CWM
891
Confluence Wealth Management
Oregon
$682K -$366K -1,447 -34%
AIM
892
Advantage Investment Management
Iowa
$680K -$6.32K -25 -0.9%
SRC
893
Shufro Rose & Co
New York
$680K +$716K +2,833 New
CPC
894
Cookson Peirce & Co
Pennsylvania
$676K +$200K +792 +39%
LP
895
LMR Partners
United Kingdom
$673K
WA
896
Wasatch Advisors
Utah
$672K -$253K -1,000 -26%
PPCM
897
Pillar Pacific Capital Management
California
$671K +$19K +75 +3%
ZCI
898
Zevenbergen Capital Investments
Washington
$670K -$22.8K -90 -3%
TH
899
TCTC Holdings
Texas
$669K
BFS
900
Bradley Foster & Sargent
Connecticut
$669K +$381K +1,507 +118%

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.