FDX icon

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 %
CG
876
Caprock Group
Idaho
$384K +$20K +132 +6%
KFGK
877
Keystone Financial Group (Kentucky)
Kentucky
$383K +$31.3K +207 +9%
SBIA
878
Sheaff Brock Investment Advisors
Indiana
$381K -$93.6K -619 -20%
SG Americas Securities
879
SG Americas Securities
New York
$379K -$4.65M -30,779 -92%
CDH
880
Charles D. Hyman
$378K -$299K -1,975 -44%
MIM
881
Miller Investment Management
Pennsylvania
$378K – – –
HCM
882
Harvey Capital Management
Florida
$378K – – –
BCA
883
Berman Capital Advisors
Georgia
$378K +$46.6K +310 +14%
RWM
884
RBA Wealth Management
California
$378K +$159K +1,057 +73%
HW
885
Hancock Whitney
Mississippi
$376K -$3.93K -26 -1%
HA
886
Hamel Associates
New Jersey
$370K -$49.1K -325 -12%
SS
887
Sunbelt Securities
Texas
$369K -$232K -1,534 -39%
DAS
888
Dynamic Advisor Solutions
Arizona
$369K +$25.7K +170 +7%
SWA
889
Stratos Wealth Advisors
Ohio
$367K -$139K -922 -28%
IB
890
Intrust Bank
Kansas
$365K -$34.8K -230 -9%
APA
891
American Portfolios Advisors
New York
$365K +$75.5K +499 +26%
QPWM
892
Quadrant Private Wealth Management
Pennsylvania
$362K -$41.3K -273 -10%
FNT
893
First National Trust
Pennsylvania
$362K – – –
RIA
894
Regal Investment Advisors
Michigan
$360K +$5.75K +38 +2%
IC
895
Intersect Capital
California
$360K +$11.8K +78 +3%
OWD
896
Osborn Williams & Donohoe
Ohio
$356K -$236K -1,564 -40%
GIA
897
Granite Investment Advisors
New Hampshire
$356K -$125K -825 -26%
RCM
898
RB Capital Management
Nevada
$355K -$15.5K -101 -4%
CCFM
899
Clear Creek Financial Management
Washington
$355K +$55.5K +349 +19%
OCM
900
Osterweis Capital Management
California
$353K -$19.2M -126,973 -98%
34 35
36
37 38