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 %
SWM
926
SeaCrest Wealth Management
New York
$320K +$60.4K +400 +23%
HI
927
Horizon Investments
North Carolina
$320K +$108K +712 +51%
FFN
928
Focus Financial Network
Minnesota
$318K -$38.6K -254 -11%
DIM
929
Delta Investment Management
California
$317K +$317K +2,103 New
VFPI
930
Vantage Financial Partners (Illinois)
Illinois
$310K -$575K -3,800 -65%
BAM
931
Berkshire Asset Management
Pennsylvania
$310K – – –
VCP
932
Verus Capital Partners
Arizona
$309K +$309K +2,043 New
AL
933
Aspiriant LLC
California
$308K – – –
PI
934
Putnam Investments
Massachusetts
$306K -$1.93M -12,747 -86%
XWM
935
Xcel Wealth Management
Florida
$306K -$1.46M -9,660 -83%
DA
936
Dillon & Associates
Michigan
$306K -$860K -5,690 -74%
PWM
937
Perigon Wealth Management
California
$306K +$2.15K +14 +0.7%
NL
938
NVWM LLC
Pennsylvania
$305K -$120K -794 -28%
MA
939
Mutual Advisors
Nebraska
$305K +$16.5K +109 +6%
ACM
940
Azimuth Capital Management
Michigan
$304K +$15.1K +100 +5%
HFM
941
Hartford Financial Management
Connecticut
$302K – – –
EA
942
Elm Advisors
California
$302K – – –
ACP
943
Ashfield Capital Partners
California
$302K – – –
IIC
944
Integrated Investment Consultants
Michigan
$302K +$44.2K +292 +17%
CPIA
945
Cornell Pochily Investment Advisors
New York
$301K -$8.01K -53 -3%
EWM
946
Evermay Wealth Management
Virginia
$298K +$298K +1,974 New
Koshinski Asset Management
947
Koshinski Asset Management
Illinois
$298K +$298K +1,982 New
WB
948
Webster Bank
Connecticut
$296K – – –
CAG
949
Csenge Advisory Group
Florida
$294K -$606 -4 -0.2%
DA
950
Detalus Advisors
Missouri
$294K +$294K +1,944 New
36 37
38
39 40