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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
WF
1076
Welch & Forbes
Massachusetts
$336K +$137K +543 +63%
PAM
1077
Palisade Asset Management
Minnesota
$334K
EFS
1078
Essex Financial Services
Connecticut
$332K -$7.08K -28 -2%
S
1079
SignatureFD
Georgia
$332K +$86.7K +343 +33%
OFW
1080
Omnia Family Wealth
Florida
$332K +$88.5K +350 +34%
Verition Fund Management
1081
Verition Fund Management
Connecticut
$329K -$476K -1,881 -58%
OIA
1082
OneDigital Investment Advisors
Kansas
$329K -$20.2K -80 -6%
MWM
1083
Mission Wealth Management
California
$329K
FPFS
1084
First Personal Financial Services
North Carolina
$326K -$40.2K -159 -10%
NED
1085
Nancy E. Dempze
$326K
QPWM
1086
Quadrant Private Wealth Management
Pennsylvania
$325K +$112K +442 +48%
MIS
1087
Morningstar Investment Services
Illinois
$324K -$407K -1,608 -54%
MCA
1088
Mercer Capital Advisers
New Jersey
$324K -$12.4K -49 -4%
HL
1089
HeadInvest LLC
Maine
$324K -$6.32K -25 -2%
CCA
1090
Catalyst Capital Advisors
New York
$324K
TAM
1091
Taurus Asset Management
New York
$324K
WSC
1092
Wellington Shields & Co
New York
$324K
MSAM
1093
Moloney Securities Asset Management
Missouri
$322K -$868K -3,433 -72%
PL
1094
Plancorp LLC
Missouri
$318K -$24.8K -98 -7%
CT
1095
Coastline Trust
Rhode Island
$318K -$17.7K -70 -5%
GFPC
1096
Global Financial Private Capital
Florida
$316K -$3.4M -13,460 -91%
SFSG
1097
Stearns Financial Services Group
North Carolina
$314K -$15.2K -60 -4%
NG
1098
Northstar Group
New York
$314K
SFM
1099
Systematic Financial Management
New Jersey
$313K
CW
1100
Cabot-Wellington
Massachusetts
$312K -$50.6K -200 -13%

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.