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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
CBA
1026
Coastal Bridge Advisors
Connecticut
$399K +$188K +745 +81%
BJL
1027
Brighton Jones LLC
Washington
$398K +$21.7K +86 +5%
WTC
1028
WhitTier Trust Company
Nevada
$398K +$50.6K +200 +14%
IA
1029
IFG Advisory
Georgia
$397K -$20.5K -81 -5%
GCM
1030
Gables Capital Management
Florida
$396K +$417K +1,650 New
CA
1031
Clearstead Advisors
Ohio
$393K
NB
1032
NBT Bank
New York
$393K +$54.4K +215 +15%
CA
1033
Cambridge Advisors
Nebraska
$391K
CIC
1034
Carnegie Investment Counsel
Ohio
$391K +$10.1K +40 +3%
CFG
1035
Citizens Financial Group
Rhode Island
$385K +$3.03K +12 +0.8%
AL
1036
Aspiriant LLC
California
$385K +$405K +1,602 New
HS
1037
HighVista Strategies
Massachusetts
$384K +$75.8K +300 +23%
CNBT
1038
Canandaigua National Bank & Trust
New York
$379K -$12.4K -49 -3%
MIM
1039
Marco Investment Management
Georgia
$378K +$103K +407 +35%
PHK
1040
Point72 Hong Kong
Hong Kong
$378K +$153K +604 +62%
NEPWA
1041
New England Private Wealth Advisors
Massachusetts
$372K +$26.3K +104 +7%
HCM
1042
Highlander Capital Management
New Jersey
$372K +$253K +1,000 +167%
MWAC
1043
Mariner Wealth Advisors (Cincinnati)
Ohio
$371K
Lido Advisors
1044
Lido Advisors
California
$371K +$67.2K +266 +21%
BFEC
1045
Benjamin F. Edwards & Company
Missouri
$370K +$56.1K +222 +17%
TTWM
1046
TCV Trust & Wealth Management
Virginia
$367K +$32.9K +130 +9%
TIA
1047
Tiemann Investment Advisors
California
$365K -$92.3K -365 -19%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$365K +$4.3K +17 +1%
FPCP
1049
Fort Point Capital Partners
California
$364K +$384K +1,518 New
EMG
1050
Ellington Management Group
Connecticut
$360K -$1.49M -5,900 -80%

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.