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1,426 hedge funds and large institutions have $46.3B invested in FedEx in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 581 increasing their positions, 490 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

19% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 490

5% more capital invested

Capital invested by funds: $44.1B → $46.3B (+$2.23B)

1% more funds holding

Funds holding: 1,4121,426 (+14)

0.1% more ownership

Funds ownership: 72.77%72.87% (+0.1%)

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

35% less call options, than puts

Call options by funds: $783M | Put options by funds: $1.2B

Holders
1,426
Holders Change
+14
Holders Change %
+0.99%
% of All Funds
32.6%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.21%
New
107
Increased
581
Reduced
490
Closed
78
Calls
$783M
Puts
$1.2B
Net Calls
-$421M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
951
Clear Harbor Asset Management
Connecticut
$623K +$76.3K +315 +12%
WI
952
Wedgewood Investors
Pennsylvania
$622K
MCA
953
Morris Capital Advisors
Pennsylvania
$617K -$13.8K -57 -2%
LOAME
954
Lombard Odier Asset Management (Europe)
United Kingdom
$616K
GCM
955
Gables Capital Management
Florida
$607K
PCM
956
Parsons Capital Management
Rhode Island
$607K +$968 +4 +0.2%
MIM
957
Miller Investment Management
Pennsylvania
$602K
HCM
958
Harvey Capital Management
Florida
$601K
TSWM
959
Triangle Securities Wealth Management
North Carolina
$601K +$31.5K +130 +5%
PAS
960
Park Avenue Securities
New York
$599K -$5.57K -23 -0.9%
BDF
961
Balasa Dinverno & Foltz
$598K +$43.1K +178 +8%
RMAM
962
Raab & Moskowitz Asset Management
New Jersey
$597K +$16.7K +69 +3%
WIC
963
Woodmont Investment Counsel
Tennessee
$596K
RIM
964
Rampart Investment Management
Connecticut
$592K +$154K +635 +25%
UAS
965
United Asset Strategies
New York
$592K +$595K +2,457 New
PP
966
Patten & Patten
Tennessee
$591K -$48.4K -200 -8%
RCAG
967
Rehmann Capital Advisory Group
Michigan
$583K +$15.5K +64 +3%
SFM
968
Signature Financial Management
Virginia
$583K
PFBT
969
Parkside Financial Bank & Trust
Missouri
$583K +$56.4K +233 +11%
RWA
970
River Wealth Advisors
Pennsylvania
$581K +$20.6K +85 +4%
FMLI
971
Fukoku Mutual Life Insurance
Japan
$578K -$24.2K -100 -4%
JG
972
Jefferies Group
New York
$573K +$541K +2,234 +1,520%
ZB
973
Zions Bancorporation
Utah
$571K -$403K -1,666 -41%
MMPW
974
Mitchell McLeod Pugh & Williams
Alabama
$570K -$2.66K -11 -0.5%
BAM
975
Belpointe Asset Management
Nevada
$567K +$242K +1,000 +74%

FDX Hedge Fund Activity: Q3 2018 in Review

1,426 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2018, worth a combined $46.3B — up 5.1% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new FDX positions and 78 closed out — a net gain of 29 holders — while 581 added to existing stakes and 490 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $500M. The largest seller was Capital World Investors, cutting an estimated $627M.

  • 1,426 institutional investors held FedEx (FDX) as of Q3 2018, up from 1,412 in Q2 2018.
  • Funds reported $46.3B of FedEx stock for Q3 2018, up 5.1% quarter-over-quarter.
  • 107 funds opened new FedEx positions in Q3 2018 and 78 closed out, a net change of +29 holders.
  • The largest FedEx buyer in Q3 2018 was Dodge & Cox, an estimated $500M added.
  • The largest FedEx seller in Q3 2018 was Capital World Investors, an estimated $627M sold.

Based on aggregated 13F filings for Q3 2018.