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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
PHS
1001
Pekin Hardy Strauss
Illinois
$518K
GIM
1002
Groesbeck Investment Management
New Jersey
$517K -$58.1K -240 -10%
MPI
1003
Mairs & Power Inc
Minnesota
$515K
VFA
1004
Valeo Financial Advisors
Indiana
$512K +$76.5K +316 +16%
SFFS
1005
Stonehage Fleming Financial Services
Jersey
$505K -$218K -900 -30%
CCA
1006
Cobblestone Capital Advisors
New York
$502K +$7.26K +30 +1%
MCM
1007
MV Capital Management
Maryland
$500K
CC
1008
Cedar Capital
Illinois
$498K +$87.6K +362 +21%
HK
1009
Horizon Kinetics
New York
$494K +$19.1K +79 +4%
Rafferty Asset Management
1010
Rafferty Asset Management
New York
$492K -$250K -1,031 -34%
AAP
1011
Arax Advisory Partners
Colorado
$490K -$154K -637 -24%
PFSC
1012
Peoples Financial Services Corp
Pennsylvania
$489K +$249K +1,030 +103%
PI
1013
PEAK6 Investments
Illinois
$487K +$490K +2,023 New
NL
1014
NWAM LLC
Washington
$484K +$57.4K +237 +13%
GTAM
1015
Global Trust Asset Management
Florida
$483K +$485K +2,004 New
AAP
1016
Ardsley Advisory Partners
Connecticut
$482K -$182K -750 -27%
NIT
1017
NumerixS Investment Technologies
British Columbia, Canada
$481K -$1.46M -6,035 -75%
BFS
1018
Bradley Foster & Sargent
Connecticut
$478K +$48.7K +201 +11%
SS
1019
Sunbelt Securities
Texas
$477K +$3.15K +13 +0.7%
SCM
1020
Shelton Capital Management
Colorado
$477K +$24.2K +100 +5%
FHA
1021
Flagship Harbor Advisors
Massachusetts
$475K -$40.2K -166 -8%
CWM
1022
Cornerstone Wealth Management
Missouri
$471K -$33.1M -136,771 -57%
SIM
1023
SSI Investment Management
California
$467K -$2.66K -11 -0.6%
WI
1024
WrapManager Inc
California
$463K +$4.84K +20 +1%
FPCP
1025
Fort Point Capital Partners
California
$462K +$101K +417 +28%

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.