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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
ID
976
Integral Derivatives
New York
$482K +$61.9K +245 +14%
BDF
977
Balasa Dinverno & Foltz
$481K +$68K +269 +16%
AAP
978
Ardsley Advisory Partners
Connecticut
$480K +$506K +2,000 New
IA
979
Icon Advisers
Colorado
$480K +$506K +2,000 New
BFA
980
Bragg Financial Advisors
North Carolina
$476K -$21.5K -85 -4%
RWA
981
River Wealth Advisors
Pennsylvania
$475K +$46K +182 +10%
BBHC
982
Brown Brothers Harriman & Co
New York
$474K -$42.2K -167 -8%
MC
983
Moors & Cabot
Massachusetts
$474K +$13.9K +55 +3%
GG
984
Gofen & Glossberg
Illinois
$467K +$7.58K +30 +2%
CYG
985
Clean Yield Group
Vermont
$464K -$37.9K -150 -7%
GHAM
986
Gilman Hill Asset Management
Connecticut
$461K +$485K +1,920 New
WI
987
WrapManager Inc
California
$458K -$12.4K -49 -3%
ACM
988
Azimuth Capital Management
Michigan
$457K
APFBOT
989
Amica Pension Fund Board of Trustees
Rhode Island
$454K -$543K -2,148 -53%
SCM
990
Shelton Capital Management
Colorado
$452K
WP
991
WealthSource Partners
California
$450K +$474K +1,876 New
SWM
992
SeaCrest Wealth Management
New York
$449K +$178K +704 +60%
FHC
993
First Heartland Consultants
Missouri
$447K +$506 +2 +0.1%
MJRIC
994
Mogy Joel R Investment Counsel
California
$444K
SFSIG
995
San Francisco Sentry Investment Group
California
$444K +$10.1K +40 +2%
FCB
996
First Command Bank
Texas
$442K +$2.02K +8 +0.4%
FCFS
997
First Command Financial Services
Texas
$442K +$2.02K +8 +0.4%
Fisher Asset Management
998
Fisher Asset Management
Washington
$440K +$6.07K +24 +1%
BFO
999
Biltmore Family Office
North Carolina
$440K +$177K +700 +62%
BFM
1000
Boston Financial Management
Massachusetts
$434K +$85.7K +339 +23%

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.