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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
ZCA
976
Zeke Capital Advisors
Pennsylvania
$566K +$36.3K +150 +7%
PMG
977
ProVise Management Group
Florida
$566K +$346K +1,427 +154%
FWM
978
Frontier Wealth Management
Missouri
$564K -$101K -418 -15%
AA
979
ALPS Advisors
Colorado
$562K -$414K -1,709 -42%
JSL
980
JT Stratford LLC
Georgia
$562K +$6.78K +28 +1%
LCM
981
Leisure Capital Management
California
$560K -$35.1K -145 -6%
FMC
982
First Merchants Corp
Indiana
$555K +$33.9K +140 +6%
AL
983
Aspiriant LLC
California
$553K
1WA
984
180 Wealth Advisors
Washington
$547K -$26.1K -108 -5%
GHAM
985
Gilman Hill Asset Management
Connecticut
$547K +$66.6K +275 +14%
PP
986
PagnatoKarp Partners
Virginia
$546K +$2.66K +11 +0.5%
HW
987
Hancock Whitney
Mississippi
$544K +$547K +2,259 New
I
988
IberiaBank
Louisiana
$542K -$614K -2,534 -53%
FI
989
Fosun International
China
$539K +$542K +2,240 New
Qube Research & Technologies (QRT)
990
Qube Research & Technologies (QRT)
United Kingdom
$537K +$403K +1,663 +293%
Envestnet Asset Management
991
Envestnet Asset Management
Illinois
$535K -$8.15M -33,662 -94%
Kovitz Investment Group Partners
992
Kovitz Investment Group Partners
Illinois
$535K -$44.8K -185 -8%
RCM
993
RB Capital Management
Nevada
$528K +$28.1K +116 +6%
BFM
994
Boston Financial Management
Massachusetts
$527K +$92K +380 +21%
SC
995
SRB Corp
Massachusetts
$526K +$46.5K +192 +10%
CBU
996
CIBC Bank USA
Illinois
$524K -$4.84K -20 -0.9%
EP
997
Edgestream Partners
New Jersey
$522K +$525K +2,168 New
FAIM
998
Financial Advocates Investment Management
Washington
$521K -$30.7K -127 -6%
KA
999
Kovack Advisors
Florida
$520K +$190K +786 +57%
RIA
1000
Regal Investment Advisors
Michigan
$519K +$87.2K +360 +20%

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.