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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 %
AWM
951
Aberdeen Wealth Management
Illinois
$292K +$292K +1,929 New
ISWM
952
Independent Solutions Wealth Management
New York
$292K +$292K +1,930 New
CFG
953
Citizens Financial Group
Rhode Island
$289K +$47.6K +314 +20%
AWM
954
Arbor Wealth Management
Florida
$288K +$288K +1,903 New
CA
955
Cambridge Advisors
Nebraska
$286K +$7.71K +51 +3%
TCA
956
Transcend Capital Advisors
New Jersey
$286K +$286K +1,891 New
BST
957
Bath Savings Trust
Maine
$284K -$204K -1,345 -42%
WI
958
WrapManager Inc
California
$284K -$86.3K -570 -23%
MWM
959
Mission Wealth Management
California
$284K +$2.57K +17 +0.9%
MFG
960
Monte Financial Group
Connecticut
$282K -$235K -1,554 -45%
VAG
961
VisionPoint Advisory Group
Texas
$282K +$282K +1,868 New
GAM
962
Garrison Asset Management
Arkansas
$281K -$42.3K -280 -13%
P
963
&Partners
Tennessee
$281K – – –
MJRIC
964
Mogy Joel R Investment Counsel
California
$280K – – –
PPW
965
Pasadena Private Wealth
California
$279K – – –
JWM
966
JGP Wealth Management
Oregon
$277K -$4.9K -32 -2%
SIA
967
SeaBridge Investment Advisors
New Jersey
$277K +$166K +1,095 +149%
CIA
968
Capital Investment Advisors
Georgia
$277K +$277K +1,831 New
PFBT
969
Parkside Financial Bank & Trust
Missouri
$276K -$93.1K -617 -25%
IIM
970
Intact Investment Management
Quebec, Canada
$272K – – –
CG
971
Cynosure Group
Utah
$272K – – –
MHIC
972
Marble Harbor Investment Counsel
Massachusetts
$272K +$272K +1,800 New
GH
973
GAM Holding
Switzerland
$271K -$7.56M -50,116 -97%
FHC
974
First Heartland Consultants
Missouri
$270K -$44.7K -296 -14%
SAM
975
Silvercrest Asset Management
New York
$269K – – –
37 38
39
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