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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 %
SSWG
901
Seven Springs Wealth Group
Tennessee
$353K +$353K +2,334 New
AWM
902
Aries Wealth Management
Maine
$352K -$3.53K -23 -1%
BDWM
903
Brewin Dolphin Wealth Management
Ireland
$352K +$16.6K +110 +5%
ITIM
904
Indiana Trust & Investment Management
Indiana
$351K -$23.4K -155 -6%
IWM
905
IHT Wealth Management
Illinois
$351K +$22.1K +146 +7%
MMPW
906
Mitchell McLeod Pugh & Williams
Alabama
$349K – – –
OPS
907
Orion Portfolio Solutions
Nebraska
$349K +$349K +2,307 New
SIC
908
Schwartz Investment Counsel
Michigan
$348K -$7.41M -49,000 -96%
BMC
909
Beaton Management Company
Massachusetts
$348K – – –
WSCM
910
Wellington Shields Capital Management
New York
$344K – – –
FCA
911
FLC Capital Advisors
California
$344K – – –
FHA
912
Flagship Harbor Advisors
Massachusetts
$342K -$28.6K -189 -8%
IAP
913
Indie Asset Partners
Indiana
$340K +$340K +2,247 New
Rafferty Asset Management
914
Rafferty Asset Management
New York
$339K +$124K +822 +58%
CHAM
915
Clear Harbor Asset Management
Connecticut
$339K -$75.6K -500 -18%
RCM
916
RNC Capital Management
California
$333K +$333K +2,204 New
VWM
917
Valley Wealth Managers
New Jersey
$331K -$125K -825 -27%
YIA
918
YHB Investment Advisors
Connecticut
$330K -$36.1K -239 -10%
PCM
919
Parsons Capital Management
Rhode Island
$328K -$52.8K -349 -14%
SC
920
SouthState Corp
Florida
$326K -$313K -2,070 -49%
NBG
921
Nancy B. Gardiner
$325K -$22.7K -150 -7%
American Century Companies
922
American Century Companies
Missouri
$324K +$324K +2,140 New
WIC
923
Woodmont Investment Counsel
Tennessee
$321K – – –
WI
924
Wintrust Investments
Illinois
$320K -$809K -5,355 -72%
PP
925
PagnatoKarp Partners
Virginia
$320K – – –
35 36
37
38 39