We are live on ! Find out more

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
RB
1051
Rodgers Brothers
Pennsylvania
$360K
SI
1052
Shaker Investments
Ohio
$360K
VFM
1053
Viking Fund Management
North Dakota
$360K
ACI
1054
Alpha Cubed Investments
California
$360K +$43.2K +171 +13%
PNC
1055
Park National Corp
Ohio
$360K +$94.6K +374 +33%
DA
1056
Doliver Advisors
Texas
$357K -$27.8K -110 -7%
WA
1057
Waverly Advisors
Alabama
$356K +$115K +456 +44%
BHWM
1058
Bar Harbor Wealth Management
New Hampshire
$354K -$2.27K -9 -0.6%
DWM
1059
Doyle Wealth Management
Florida
$353K -$37.7K -149 -9%
NB
1060
Nicolet Bankshares
Wisconsin
$353K -$4.3K -17 -1%
HCM
1061
Howland Capital Management
Massachusetts
$353K
CS
1062
Credential Securities
$352K +$16.9K +67 +5%
BAM
1063
Belpointe Asset Management
Nevada
$351K -$245K -968 -40%
LCM
1064
Leisure Capital Management
California
$350K +$369K +1,459 New
QCG
1065
Quadrant Capital Group
Ohio
$348K +$2.53K +10 +0.7%
AP
1066
Appleton Partners
Massachusetts
$347K -$12.6K -50 -3%
BG
1067
Bahl & Gaynor
Ohio
$347K +$8.09K +32 +2%
FWIA
1068
Fort Washington Investment Advisors
Ohio
$342K -$392K -1,552 -52%
ABC
1069
Associated Banc-Corp
Wisconsin
$342K +$34.6K +137 +11%
SFM
1070
Signature Financial Management
Virginia
$341K -$94.3K -373 -21%
HCM
1071
Harvest Capital Management
New Hampshire
$341K
NWP
1072
Northstar Wealth Partners
Connecticut
$339K +$114K +450 +47%
VST
1073
Van Strum & Towne
California
$336K -$63.2K -250 -15%
CCG
1074
Cypress Capital Group
Florida
$336K
GEM
1075
Global Endowment Management
North Carolina
$336K +$25.3K +100 +8%

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.