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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
TWA
901
TCI Wealth Advisors
Arizona
$666K -$36.2K -143 -5%
TF
902
TLWM Financial
Texas
$663K +$21K +83 +3%
DBRC
903
D.B. Root & Company
Pennsylvania
$661K +$696K +2,754 New
TCM
904
Tributary Capital Management
Nebraska
$660K -$114K -450 -14%
DPIM
905
Duff & Phelps Investment Management
Illinois
$658K
LFAS
906
Level Four Advisory Services
Texas
$650K -$8.34K -33 -1%
WI
907
Wedgewood Investors
Pennsylvania
$645K -$4.04K -16 -0.6%
PI
908
Pettee Investors
Connecticut
$640K
PP
909
Patten & Patten
Tennessee
$637K -$6.32K -25 -0.9%
MCA
910
Morris Capital Advisors
Pennsylvania
$631K +$7.08K +28 +1%
IB
911
Intrust Bank
Kansas
$630K +$10.6K +42 +2%
HSA
912
HBK Sorce Advisory
Pennsylvania
$628K +$81.7K +323 +14%
IWM
913
IHT Wealth Management
Illinois
$627K +$159K +627 +31%
QAM
914
Quantres Asset Management
Cayman Islands
$624K -$405K -1,600 -38%
CHAM
915
Clear Harbor Asset Management
Connecticut
$624K
GHCM
916
Glen Harbor Capital Management
California
$622K -$133K -528 -17%
HB
917
Homrich & Berg
Georgia
$621K -$1.77K -7 -0.3%
Kovitz Investment Group Partners
918
Kovitz Investment Group Partners
Illinois
$618K -$63.2K -250 -9%
PWP
919
Private Wealth Partners
California
$618K -$50.6K -200 -7%
ACP
920
Ashfield Capital Partners
California
$616K +$3.79K +15 +0.6%
HAM
921
Highstreet Asset Management
Ontario, Canada
$616K +$36.4K +144 +6%
LOAME
922
Lombard Odier Asset Management (Europe)
United Kingdom
$614K -$75.3K -298 -10%
FAIM
923
Financial Advocates Investment Management
Washington
$614K -$21.5K -85 -3%
BRWA
924
B. Riley Wealth Advisors
Florida
$610K -$91.5K -362 -12%
RMAM
925
Raab & Moskowitz Asset Management
New Jersey
$610K +$74.1K +293 +13%

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.