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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 %
CG
976
CFO4Life Group
Texas
$268K -$11.9K -79 -4%
MCM
977
MV Capital Management
Maryland
$268K – – –
NFG
978
Next Financial Group
Texas
$267K +$8.65K +57 +3%
PCM
979
Palisade Capital Management
New Jersey
$265K +$37.9K +250 +17%
AWM
980
Argent Wealth Management
Massachusetts
$263K +$263K +1,738 New
MCM
981
MAI Capital Management
Ohio
$262K -$2.57K -17 -1%
HL
982
HeadInvest LLC
Maine
$262K +$151 +1 +0.1%
BW
983
Bison Wealth
Georgia
$261K -$75.6K -500 -22%
CT
984
Columbia Trust
Oregon
$261K +$261K +1,730 New
ACA
985
Atlas Capital Advisors
Wyoming
$261K +$246K +1,624 +1,640%
GT
986
Greenleaf Trust
Michigan
$259K -$85.9K -569 -25%
GDP
987
Great Diamond Partners
Maine
$258K +$258K +1,712 New
PCA
988
Personal Capital Advisors
California
$256K -$33K -218 -11%
GWS
989
Glassman Wealth Services
Virginia
$256K -$1.21K -8 -0.5%
S
990
SignatureFD
Georgia
$256K +$2.58K +17 +1%
AWM
991
Altium Wealth Management
New York
$256K +$23.5K +155 +10%
GIM
992
Groesbeck Investment Management
New Jersey
$254K -$7.1K -47 -3%
FCCM
993
First City Capital Management
Georgia
$253K -$22.7K -150 -8%
HA
994
Harfst & Associates
Wyoming
$253K -$3.47K -23 -1%
AWM
995
Altavista Wealth Management
North Carolina
$253K – – –
SWP
996
Summit Wealth Partners
Florida
$252K +$252K +1,668 New
HWA
997
HCR Wealth Advisors
California
$251K +$251K +1,662 New
LFA
998
Legacy Financial Advisors
Kentucky
$250K +$1.06K +7 +0.4%
LBD
999
Landsberg Bennett & Dubbaneh
Florida
$250K +$30.1K +201 +14%
RWMH
1000
Riverpoint Wealth Management Holdings
Illinois
$249K +$249K +1,649 New
38 39
40
41 42